Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.5KNew |
$450K - $655K
|
16.5K
$410K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$448K - $653K
|
16.4K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15K+ 20.68% |
$411K - $598K
|
87.7K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.2KNew |
$387K - $564K
|
14.2K
$353K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.6KNew |
$371K - $541K
|
13.6K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 60.56% |
$370K - $539K
|
35.9K
$895K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.5K+ 162.71% |
$367K - $536K
|
21.7K
$541K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13K+ 109.99% |
$356K - $519K
|
24.9K
$620K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 1.05% |
$345K - $502K
|
1.21M
$30.1M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.4K+ 75.32% |
$340K - $496K
|
29K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12.3KNew |
$337K - $490K
|
12.3K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.9KNew |
$324K - $473K
|
11.9K
$296K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.9KNew |
$324K - $473K
|
11.9K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$313K - $457K
|
11.5K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4K+ 85.56% |
$312K - $455K
|
24.8K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$308K - $449K
|
11.3K
$281K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
11.3KNew |
$308K - $449K
|
11.3K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11K+ 21.4% |
$300K - $437K
|
62.2K
$1.55M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10.8KNew |
$295K - $430K
|
10.8K
$269K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
10.2K+ 39.75% |
$279K - $407K
|
35.9K
$895K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.53K+ 4.68% |
$260K - $379K
|
213K
$5.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.32KNew |
$254K - $371K
|
9.32K
$232K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.24K+ 68.05% |
$252K - $368K
|
22.8K
$568K
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
9.03KNew |
$247K - $360K
|
9.03K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.99KNew |
$245K - $358K
|
8.99K
$224K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.9K+ 15.85% |
$243K - $354K
|
65.1K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.85KNew |
$242K - $352K
|
8.85K
$220K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.59KNew |
$235K - $342K
|
8.59K
$214K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.27KNew |
$226K - $329K
|
8.27K
$206K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.19K+ 17.62% |
$224K - $326K
|
54.7K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.13KNew |
$222K - $324K
|
8.13K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.98K+ 40.91% |
$218K - $318K
|
27.5K
$685K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.86K+ 17.52% |
$215K - $313K
|
52.7K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.68KNew |
$210K - $306K
|
7.68K
$191K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7.59K+ 13.08% |
$207K - $302K
|
65.6K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7.48K+ 8.19% |
$204K - $298K
|
98.8K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.3KNew |
$199K - $291K
|
7.3K
$182K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.3KNew |
$199K - $291K
|
7.3K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.27K+ 75.6% |
$199K - $290K
|
16.9K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.26K+ 3087.23% |
$198K - $289K
|
7.49K
$187K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.78K+ 3.2% |
$185K - $270K
|
218K
$5.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.72K+ 21.32% |
$184K - $268K
|
38.3K
$953K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.67K+ 21.27% |
$182K - $266K
|
38K
$948K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.38K+ 18.3% |
$174K - $254K
|
41.3K
$1.03M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.12K+ 9.97% |
$167K - $244K
|
67.6K
$1.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.64K+ 16.13% |
$154K - $225K
|
40.6K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 27.96% |
$150K - $219K
|
25.1K
$626K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.4KNew |
$147K - $215K
|
5.4K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.27K+ 27.71% |
$144K - $210K
|
24.3K
$605K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.09K+ 50.47% |
$139K - $203K
|
15.2K
$378K
|