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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.04KNew |
$138K - $201K
|
5.04K
$126K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.98K+ 16.71% |
$136K - $198K
|
34.8K
$868K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.9K+ 7.29% |
$134K - $195K
|
72.1K
$1.8M
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4.74K+ 9.94% |
$130K - $189K
|
52.4K
$1.31M
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.55K+ 24.52% |
$124K - $181K
|
23.1K
$576K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.43K+ 7.88% |
$121K - $176K
|
60.7K
$1.51M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.22K+ 20.46% |
$115K - $168K
|
24.9K
$620K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 7.91% |
$110K - $160K
|
54.8K
$1.37M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.9K+ 35.29% |
$107K - $155K
|
15K
$373K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3.82K+ 25.03% |
$104K - $152K
|
19.1K
$476K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.76K+ 5790.77% |
$103K - $150K
|
3.83K
$95.5K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.68K+ 33.01% |
$100K - $146K
|
14.8K
$369K
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.58K+ 2.06% |
$97.9K - $143K
|
177K
$4.42M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.48K+ 35.98% |
$95K - $138K
|
13.1K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.37K+ 4.39% |
$92K - $134K
|
80.2K
$2M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.35K+ 9.82% |
$91.4K - $133K
|
37.4K
$933K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.25K+ 46.12% |
$88.8K - $129K
|
10.3K
$257K
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.2K+ 8.01% |
$87.4K - $127K
|
43.1K
$1.08M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18K+ 5.21% |
$86.9K - $127K
|
64.2K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3K+ 3.49% |
$82K - $120K
|
89.1K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.78K+ 13.53% |
$76.1K - $111K
|
23.4K
$583K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.69K+ 18.88% |
$73.5K - $107K
|
16.9K
$422K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 6.55% |
$68.9K - $100K
|
41K
$1.02M
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.32K+ 4.47% |
$63.4K - $92.5K
|
54.3K
$1.35M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.23KNew |
$60.8K - $88.6K
|
2.23K
$55.5K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.21K+ 5.53% |
$60.3K - $88K
|
42.2K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.2K+ 91.74% |
$60K - $87.5K
|
4.59K
$115K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.2K+ 7.75% |
$60K - $87.5K
|
30.6K
$762K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.11K+ 18.61% |
$57.8K - $84.2K
|
13.5K
$336K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.09KNew |
$57K - $83K
|
2.09K
$52K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.06K+ 3.6% |
$56.2K - $81.9K
|
59.3K
$1.48M
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 15.72% |
$56K - $81.6K
|
15.1K
$376K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.99K+ 14.93% |
$54.3K - $79.2K
|
15.3K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.8KNew |
$49.2K - $71.7K
|
1.8K
$44.9K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.73K+ 28.19% |
$47.2K - $68.7K
|
7.85K
$196K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.68K+ 83900.0% |
$45.8K - $66.8K
|
1.68K
$41.9K
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
BUY
|
- |
1.58K+ 1.55% |
$43.2K - $63K
|
103K
$2.58M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.58K+ 20.38% |
$43K - $62.7K
|
9.31K
$232K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.5K+ 7.93% |
$41K - $59.8K
|
20.4K
$510K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 9.01% |
$40.7K - $59.3K
|
18K
$449K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 3.91% |
$40.5K - $59K
|
39.3K
$981K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.48K+ 12.93% |
$40.4K - $58.9K
|
12.9K
$322K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.46K+ 6.41% |
$40K - $58.3K
|
24.3K
$606K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.46K+ 13.03% |
$39.8K - $58.1K
|
12.6K
$315K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.27K+ 13.42% |
$34.7K - $50.5K
|
10.7K
$267K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.19K+ 8.33% |
$32.4K - $47.2K
|
15.4K
$384K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.18K+ 2.94% |
$32.3K - $47.1K
|
41.4K
$1.03M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 8.06% |
$30.8K - $44.8K
|
15.1K
$377K
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.06K+ 4.56% |
$29.1K - $42.4K
|
24.4K
$609K
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 9.29% |
$28.5K - $41.6K
|
12.3K
$307K
|