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 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.25K+ 46.12% |
$88.8K - $129K
|
10.3K
$252K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.9KNew |
$462K - $674K
|
16.9K
$415K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.46K+ 6.41% |
$40K - $58.3K
|
24.3K
$595K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31.1K+ 33.42% |
$849K - $1.24M
|
124K
$3.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28New |
$765 - $1.11K
|
28
$686
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.63K- 15.68% |
$209K - $304K
|
41K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.12K- 10.34% |
$30.5K - $44.5K
|
9.69K
$237K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4.74K+ 9.94% |
$130K - $189K
|
52.4K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
42.7K+ 24.14% |
$1.17M - $1.7M
|
220K
$5.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26.5K- 40.54% |
$725K - $1.06M
|
38.9K
$953K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$448K - $653K
|
16.4K
$402K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.22K+ 20.46% |
$115K - $168K
|
24.9K
$609K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
505+ 1.06% |
$13.8K - $20.1K
|
48.1K
$1.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 13.8% |
$38.8K - $56.5K
|
8.87K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.1KNew |
$685K - $999K
|
25.1K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-52.3K- 46.17% |
$1.43M - $2.08M
|
61K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.16K- 30.9% |
$141K - $206K
|
11.5K
$283K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
52New |
$1.42K - $2.07K
|
52
$1.27K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
33.5K+ 220.24% |
$915K - $1.33M
|
48.7K
$1.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.05% |
$355 - $518
|
27K
$661K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-87.1K- 67.88% |
$2.38M - $3.47M
|
41.2K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-228- 12.23% |
$6.23K - $9.08K
|
1.64K
$40.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-21.8K- 64.08% |
$596K - $868K
|
12.2K
$299K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-567- 4.91% |
$15.5K - $22.6K
|
11K
$269K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57New |
$1.56K - $2.27K
|
57
$1.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.35K+ 9.82% |
$91.4K - $133K
|
37.4K
$917K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.27K+ 13.42% |
$34.7K - $50.5K
|
10.7K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
32.3KNew |
$883K - $1.29M
|
32.3K
$791K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$137 - $199
|
5
$123
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48New |
$1.31K - $1.91K
|
48
$1.18K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-2.67K- 2.43% |
$73K - $106K
|
107K
$2.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-27.6K- 16.3% |
$753K - $1.1M
|
142K
$3.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
93New |
$2.54K - $3.7K
|
93
$2.28K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
106New |
$2.9K - $4.22K
|
106
$2.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.68K+ 83900.0% |
$45.8K - $66.8K
|
1.68K
$41.2K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.41K- 15.14% |
$189K - $223K
|
30.3K
$742K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.28K- 32.4% |
$114K - $135K
|
6.84K
$167K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 3.68% |
$35.3K - $41.7K
|
28.5K
$698K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.2KNew |
$392K - $462K
|
11.2K
$275K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69New |
$2.41K - $2.84K
|
69
$1.69K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
128K+ 465.33% |
$4.48M - $5.28M
|
156K
$3.81M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$21.2K - $25K
|
607
$14.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.4K- 17.91% |
$433K - $511K
|
56.8K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116K- 91.84% |
$4.06M - $4.79M
|
10.3K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
202KNew |
$7.05M - $8.31M
|
202K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.21K- 15.93% |
$42.2K - $49.8K
|
6.38K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.59KNew |
$230K - $272K
|
6.59K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
284+ 3.51% |
$9.92K - $11.7K
|
8.38K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
204New |
$7.13K - $8.41K
|
204
$5K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
46New |
$1.61K - $1.9K
|
46
$1.13K
|
|