Purchases and Sales Made in Q2 2023 in Ishares U.S. ETF Trust Gsci CO (COMT)
This table provides information about the institutional ownership of Ishares U.S. ETF Trust Gsci CO (COMT) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES U.S. ETF TRUST GSCI CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
150+ 13.91% |
$3.75K - $4.19K
|
1.23K
$30.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$1.85K - $2.07K
|
74
$1.84K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 11.37% |
$600 - $670
|
235
$5.86K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 35.29% |
$450 - $503
|
69
$1.72K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
11+ 0.54% |
$275 - $307
|
2.06K
$51.3K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 6.67% |
$25 - $27.9
|
16
$399
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.2% |
$50 - $55.8
|
989
$24.6K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 13.16% |
$125 - $140
|
33
$822
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 19.15% |
$225 - $251
|
38
$947
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 1.05% |
$300 - $335
|
1.13K
$28.1K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14- 0.35% |
$350 - $391
|
4.03K
$100K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15Closed |
$375 - $419
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 0.56% |
$400 - $447
|
2.84K
$70.8K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 15.52% |
$1.13K - $1.26K
|
245
$6.11K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61- 0.29% |
$1.53K - $1.7K
|
20.8K
$519K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-74- 18.97% |
$1.85K - $2.07K
|
316
$7.87K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-76- 0.01% |
$1.9K - $2.12K
|
708K
$17.6M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80- 1.29% |
$2K - $2.23K
|
6.13K
$153K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 4.56% |
$2.08K - $2.32K
|
1.74K
$43.3K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-101- 18.91% |
$2.53K - $2.82K
|
433
$10.8K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-116- 0.6% |
$2.9K - $3.24K
|
19.2K
$477K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-123- 0.56% |
$3.08K - $3.43K
|
21.9K
$545K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-135- 1.08% |
$3.38K - $3.77K
|
12.4K
$309K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 7.65% |
$3.75K - $4.19K
|
1.81K
$45.2K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 63.42% |
$4.08K - $4.55K
|
94
$2.34K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-163- 7.96% |
$4.08K - $4.55K
|
1.88K
$46.9K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-213- 2.35% |
$5.33K - $5.95K
|
8.86K
$221K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-215- 2.87% |
$5.38K - $6K
|
7.28K
$181K
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-261- 1.72% |
$6.53K - $7.29K
|
14.9K
$372K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-270- 3.61% |
$6.76K - $7.54K
|
7.21K
$180K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-317- 34.12% |
$7.93K - $8.85K
|
612
$15.3K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-334- 1.15% |
$8.36K - $9.33K
|
28.6K
$713K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-370- 92.96% |
$9.26K - $10.3K
|
28
$698
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-397- 15.82% |
$9.93K - $11.1K
|
2.11K
$52.7K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-397- 15.82% |
$9.93K - $11.1K
|
2.11K
$52.7K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-427- 0.72% |
$10.7K - $11.9K
|
58.6K
$1.46M
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-466- 2.71% |
$11.7K - $13K
|
16.7K
$417K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-492- 79.74% |
$12.3K - $13.7K
|
125
$3.12K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-554- 93.74% |
$13.9K - $15.5K
|
37
$922
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-604- 5.66% |
$15.1K - $16.9K
|
10.1K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-674- 4.52% |
$16.9K - $18.8K
|
14.2K
$355K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-774- 17.92% |
$19.4K - $21.6K
|
3.55K
$88.3K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-892- 8.55% |
$22.3K - $24.9K
|
9.54K
$238K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-939- 44.69% |
$23.5K - $26.2K
|
1.16K
$29K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-986- 2.73% |
$24.7K - $27.5K
|
35.1K
$875K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.03K- 26.92% |
$25.8K - $28.8K
|
2.8K
$69.8K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.07K- 1.18% |
$26.8K - $29.9K
|
89.6K
$2.23M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 7.24% |
$27.1K - $30.2K
|
13.9K
$346K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.16K- 16.82% |
$29.1K - $32.4K
|
5.75K
$143K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 11.54% |
$31.5K - $35.2K
|
9.66K
$241K
|