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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.13KNew |
$185K - $212K
|
7.13K
$175K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-189- 1.88% |
$4.91K - $5.62K
|
9.89K
$242K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-17- 2.97% |
$442 - $506
|
555
$13.6K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$156 - $179
|
6
$147
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.46KNew |
$220K - $252K
|
8.46K
$207K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65.6K+ 326.45% |
$1.64M - $1.83M
|
85.7K
$2.1M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.7K- 94.28% |
$42.5K - $47.4K
|
103
$2.52K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-215- 2.87% |
$5.38K - $6K
|
7.28K
$178K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 19.15% |
$225 - $251
|
38
$931
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
596New |
$14.9K - $16.6K
|
596
$14.6K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
810New |
$20.3K - $22.6K
|
810
$19.8K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-163- 7.96% |
$4.08K - $4.55K
|
1.88K
$46.2K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-370- 92.96% |
$9.26K - $10.3K
|
28
$686
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-774- 17.92% |
$19.4K - $21.6K
|
3.55K
$86.9K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14- 0.35% |
$350 - $391
|
4.03K
$98.7K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-74- 18.97% |
$1.85K - $2.07K
|
316
$7.74K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 98.32% |
$42.4K - $47.3K
|
29
$711
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15Closed |
$375 - $419
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-270- 3.61% |
$6.76K - $7.54K
|
7.21K
$177K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$1.85K - $2.07K
|
74
$1.81K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.97K- 16.85% |
$224K - $250K
|
44.3K
$1.08M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
180New |
$4.5K - $5.03K
|
180
$4.41K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
13.2K+ 24.02% |
$330K - $368K
|
68.1K
$1.67M
|
|
Q1 2023 | |||||||
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.76K- 98.3% |
$96.4K - $107K
|
65
$1.59K
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37.3KNew |
$956K - $1.06M
|
37.3K
$914K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45K- 85.51% |
$1.15M - $1.29M
|
7.63K
$187K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-361- 5.92% |
$9.25K - $10.3K
|
5.74K
$141K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.5K- 45.97% |
$269K - $299K
|
12.3K
$302K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-9- 1.83% |
$230 - $257
|
483
$11.8K
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-16.5KClosed |
$423K - $471K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-16.5KClosed |
$423K - $471K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.53K- 79.51% |
$193K - $215K
|
1.94K
$47.5K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.1K+ 179.77% |
$413K - $460K
|
25.1K
$614K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.55K+ 2.16% |
$39.7K - $44.2K
|
73.4K
$1.8M
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.39K- 6.64% |
$61.2K - $68.2K
|
33.6K
$823K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.61K- 95.94% |
$41.2K - $45.8K
|
68
$1.67K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$1.56K - $1.74K
|
61
$1.49K
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-17.9KClosed |
$459K - $512K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$280K - $312K
|
10.9K
$268K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
42New |
$1.08K - $1.2K
|
42
$1.03K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97New |
$2.48K - $2.77K
|
97
$2.38K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
171New |
$4.38K - $4.88K
|
171
$4.19K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
242KNew |
$6.19M - $6.9M
|
242K
$5.92M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.5K- 56.33% |
$295K - $329K
|
8.93K
$219K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
182New |
$4.66K - $5.19K
|
182
$4.46K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-828- 58.47% |
$21.2K - $23.6K
|
588
$14.4K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-327- 3.7% |
$8.37K - $9.33K
|
8.52K
$209K
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.99K- 2.89% |
$76.4K - $85.2K
|
100K
$2.46M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7New |
$179 - $200
|
7
$172
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
126+ 1.11% |
$3.23K - $3.59K
|
11.5K
$282K
|