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 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.01K+ 13.07% |
$27.7K - $40.3K
|
8.76K
$218K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
928New |
$25.4K - $37K
|
928
$23.1K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
893New |
$24.4K - $35.6K
|
893
$22.3K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
871New |
$23.8K - $34.7K
|
871
$21.7K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
824+ 17.71% |
$22.5K - $32.8K
|
5.48K
$137K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
771New |
$21.1K - $30.7K
|
771
$19.2K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$18.7K - $27.3K
|
685
$17.1K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
679+ 7.53% |
$18.6K - $27K
|
9.7K
$242K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
659+ 30.59% |
$18K - $26.2K
|
2.81K
$70.1K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
505+ 1.06% |
$13.8K - $20.1K
|
48.1K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
492New |
$13.4K - $19.6K
|
492
$12.3K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
418+ 2.39% |
$11.4K - $16.6K
|
17.9K
$447K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
324+ 3.75% |
$8.85K - $12.9K
|
8.96K
$223K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
317+ 6.76% |
$8.66K - $12.6K
|
5K
$125K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
269+ 6.9% |
$7.35K - $10.7K
|
4.17K
$104K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
230New |
$6.28K - $9.16K
|
230
$5.73K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
220+ 1.03% |
$6.01K - $8.76K
|
21.6K
$537K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
208New |
$5.68K - $8.28K
|
208
$5.18K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
176+ 30.61% |
$4.81K - $7.01K
|
751
$18.7K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
112+ 6.13% |
$3.06K - $4.46K
|
1.94K
$48.3K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
106New |
$2.9K - $4.22K
|
106
$2.64K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
93New |
$2.54K - $3.7K
|
93
$2.32K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
85New |
$2.32K - $3.38K
|
85
$2.12K
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
78+ 4.29% |
$2.13K - $3.11K
|
1.9K
$47.2K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$2.02K - $2.95K
|
74
$1.84K
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
60New |
$1.64K - $2.39K
|
60
$1.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57New |
$1.56K - $2.27K
|
57
$1.42K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
56New |
$1.53K - $2.23K
|
56
$1.4K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
52New |
$1.42K - $2.07K
|
52
$1.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48New |
$1.31K - $1.91K
|
48
$1.2K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 0.47% |
$1.23K - $1.79K
|
9.69K
$242K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43+ 14.29% |
$1.17K - $1.71K
|
344
$8.57K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$956 - $1.39K
|
35
$872
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.29% |
$929 - $1.35K
|
11.9K
$297K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
29+ 4.53% |
$792 - $1.15K
|
669
$16.7K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28New |
$765 - $1.11K
|
28
$698
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$601 - $876
|
22
$548
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 8.79% |
$437 - $637
|
198
$4.93K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
12New |
$328 - $478
|
12
$299
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$137 - $199
|
5
$125
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 25.0% |
$82 - $119
|
15
$374
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 44.44% |
$328 - $478
|
15
$374
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.05% |
$355 - $518
|
27K
$672K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-20- 0.05% |
$546 - $796
|
41.2K
$1.03M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-41- 0.82% |
$1.12K - $1.63K
|
4.99K
$124K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-45- 2.62% |
$1.23K - $1.79K
|
1.68K
$41.7K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-54- 66.67% |
$1.48K - $2.15K
|
27
$673
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57Closed |
$1.56K - $2.27K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-132- 7.99% |
$3.61K - $5.26K
|
1.52K
$37.9K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-156- 0.58% |
$4.26K - $6.21K
|
26.8K
$667K
|