Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares U.S. ETF Trust Gsci CO Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$25.07 - $29.37 $1,403 - $1,644	-56 Reduced 5.64%	937 $23,000
Q3 2023 Oct 17, 2023	SELL	$26.0 - $29.76 $2,236 - $2,559	-86 Reduced 7.97%	993 $28,000
Q1 2023 May 10, 2023	BUY	$25.61 - $28.53 $1,280 - $1,426	50 Added 4.86%	1,079 $29,000
Q4 2022 Feb 14, 2023	SELL	$27.32 - $39.82 $9,562 - $13,937	-350 Reduced 25.38%	1,029 $29,000
Q3 2022 Oct 26, 2022	BUY	$34.94 - $41.21 $43,744 - $51,594	1,252 Added 985.83%	1,379 $49,000
Q1 2022 May 13, 2022	SELL	$31.05 - $45.1 $4,315 - $6,268	-139 Reduced 52.26%	127 $5,000
Q4 2021 Feb 14, 2022	BUY	$29.38 - $38.34 $1,322 - $1,725	45 Added 20.36%	266 $8,000
Q3 2021 Nov 02, 2021	BUY	$32.1 - $35.94 $6,933 - $7,763	216 Added 4320.0%	221 $7,000
Q2 2021 Jul 27, 2021	BUY	$29.75 - $34.5 $148 - $172	5 New	5 $0

Others Institutions Holding COMT

# of Institutions

182

Shares Held

31.5M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$350 Million
0.07% of portfolio
Axiom Advisory, LLC San Diego, CA

4.97M
Shares

$129 Million
1.47% of portfolio
Truist Financial Corp

2.51M
Shares

$64.9 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2.5M
Shares

$64.8 Million
0.01% of portfolio
Envestnet Asset Management Inc

968K
Shares

$25.1 Million
0.01% of portfolio

View Full List

About ISHARES U.S. ETF TRUST GSCI CO

Ticker COMT
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