Institutional shares held 67.2 Million
103K calls
183K puts
Total value of holdings $13.4B
$20.5M calls
$36.5M puts
# of Institutions 1,365


Latest Institutional Activity in IYW

Top Purchases

Q4 2025
Asempa Wealth Advisors Shares Held: 7.9K ($1.57M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 12.1K ($2.4M)
Q4 2025
Traveka Wealth, LLC Shares Held: 2.82K ($562K)
Q4 2025
Farmers Trust CO Shares Held: 1.23K ($246K)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 8.13K ($1.62M)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 169K ($33.6M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 702K ($140M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 42.9K ($8.54M)
Q4 2025
Decision Map Wealth Management, LLC Shares Held: 1.48K ($295K)
Q4 2025
Centerline Wealth Advisors, LLC Shares Held: 37.6K ($7.49M)

About IYW

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