Latest Institutional Transactions on Ishares U.S. ETF Trust Gsci CO (COMT)
This table provides information on the latest institutional transactions involving Ishares U.S. ETF Trust Gsci CO (COMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
643+ 3.39% |
$15.9K - $17.8K
|
19.6K
$480K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 98.08% |
$6.29K - $7.05K
|
5
$123
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-101K- 39.89% |
$2.49M - $2.79M
|
152K
$3.73M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.15K+ 29.78% |
$152K - $170K
|
26.8K
$657K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
58+ 5.06% |
$1.43K - $1.6K
|
1.21K
$29.5K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
66.4KNew |
$1.64M - $1.84M
|
66.4K
$1.63M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-161- 0.33% |
$3.97K - $4.45K
|
48.6K
$1.19M
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
14.9K+ 21.2% |
$368K - $412K
|
85.3K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-127- 43.2% |
$3.13K - $3.51K
|
167
$4.09K
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
27.6K+ 18.92% |
$680K - $762K
|
173K
$4.25M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 35.62% |
$96.4K - $108K
|
14.9K
$365K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-29.7K- 76.19% |
$731K - $819K
|
9.27K
$227K
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.5K+ 4.91% |
$283K - $317K
|
245K
$6M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 1.5% |
$444 - $497
|
1.19K
$29.1K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.5K- 57.69% |
$37K - $41.4K
|
1.1K
$27K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
102K+ 43.9% |
$2.53M - $2.83M
|
336K
$8.23M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
89.3KNew |
$2.2M - $2.47M
|
89.3K
$2.19M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-6- 8.57% |
$148 - $166
|
64
$1.57K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 4.55% |
$123 - $138
|
115
$2.82K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
66.8K+ 38.08% |
$1.65M - $1.84M
|
242K
$5.93M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-129- 0.88% |
$3.18K - $3.56K
|
14.5K
$356K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
11New |
$271 - $304
|
11
$270
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 10.51% |
$1.48K - $1.66K
|
511
$12.5K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.81K- 13.96% |
$69.4K - $77.8K
|
17.3K
$425K
|
|
Q3 2024 | |||||||
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.3KNew |
$204K - $231K
|
8.3K
$203K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-924- 91.94% |
$22.7K - $25.7K
|
81
$1.98K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.6K+ 583.12% |
$1.1M - $1.24M
|
52.2K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.9KNew |
$783K - $887K
|
31.9K
$780K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
808+ 9.71% |
$19.9K - $22.5K
|
9.13K
$224K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
747+ 8.0% |
$18.4K - $20.8K
|
10.1K
$247K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
23+ 1.23% |
$566 - $640
|
1.9K
$46.4K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.26K- 75.31% |
$31.1K - $35.1K
|
414
$10.1K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.34KNew |
$230K - $260K
|
9.34K
$229K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
165KNew |
$4.07M - $4.61M
|
165K
$4.05M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.28K- 13.24% |
$31.5K - $35.7K
|
8.41K
$206K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.33KNew |
$81.9K - $92.6K
|
3.33K
$81.6K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.41K- 30.54% |
$83.8K - $94.9K
|
7.76K
$190K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-305- 30.65% |
$7.5K - $8.49K
|
690
$16.9K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.33K- 24.03% |
$81.8K - $92.6K
|
10.5K
$258K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-912Closed |
$22.4K - $25.4K
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
962+ 3.78% |
$23.7K - $26.8K
|
26.4K
$648K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
185New |
$4.55K - $5.15K
|
185
$4.53K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$306K - $347K
|
12.5K
$305K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.5K+ 2285.38% |
$1.12M - $1.27M
|
47.5K
$1.16M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.35K+ 22.76% |
$57.8K - $65.4K
|
12.7K
$311K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 36.31% |
$7.01K - $7.93K
|
500
$12.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
609+ 91.44% |
$15K - $16.9K
|
1.28K
$31.2K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
564K+ 11.36% |
$13.9M - $15.7M
|
5.53M
$135M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-894- 31.35% |
$23.5K - $24.9K
|
1.96K
$48K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.22KNew |
$84.7K - $89.8K
|
3.22K
$78.9K
|