Latest Institutional Transactions on Ishares U.S. ETF Trust Gsci CO (COMT)
This table provides information on the latest institutional transactions involving Ishares U.S. ETF Trust Gsci CO (COMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
27New |
$943 - $1.11K
|
27
$673
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16KNew |
$215K - $254K
|
6.16K
$153K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-57.2K- 36.68% |
$2M - $2.36M
|
98.7K
$2.46M
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-146KClosed |
$5.09M - $6M
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
32New |
$1.12K - $1.32K
|
32
$797
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.25K+ 2.62% |
$43.8K - $51.7K
|
49.1K
$1.22M
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5.03K- 38.82% |
$176K - $207K
|
7.93K
$198K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
500+ 1.57% |
$17.5K - $20.6K
|
32.3K
$804K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-387- 2.61% |
$15.4K - $17.8K
|
14.5K
$360K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-18.2K- 67.07% |
$724K - $841K
|
8.95K
$223K
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-71.8K- 57.1% |
$2.85M - $3.31M
|
54K
$1.35M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-6.58K- 54.52% |
$261K - $303K
|
5.49K
$137K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
160New |
$6.35K - $7.38K
|
160
$3.99K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
10.1KNew |
$402K - $467K
|
10.1K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2KNew |
$79.4K - $92.2K
|
2K
$49.8K
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.25K+ 107.1% |
$327K - $380K
|
15.9K
$397K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-6.52KClosed |
$259K - $300K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.21KClosed |
$326K - $379K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
846New |
$33.6K - $39K
|
846
$21.1K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
190New |
$7.54K - $8.76K
|
190
$4.73K
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-422KClosed |
$16.8M - $19.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-18.9KClosed |
$750K - $871K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
77New |
$3.06K - $3.55K
|
77
$1.92K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
2KNew |
$79.4K - $92.2K
|
2K
$49.8K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6.32KClosed |
$251K - $292K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-6KClosed |
$238K - $277K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.19MClosed |
$86.9M - $101M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.62KClosed |
$382K - $444K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.2KClosed |
$482K - $560K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$415K - $482K
|
10.5K
$261K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 58.43% |
$441K - $512K
|
7.9K
$197K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-8- 2.65% |
$318 - $369
|
294
$7.33K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-59.8K- 80.25% |
$2.37M - $2.76M
|
14.7K
$367K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-800Closed |
$31.8K - $36.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.04KClosed |
$200K - $232K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-12Closed |
$476 - $553
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-54.5K- 40.05% |
$2.17M - $2.51M
|
81.6K
$2.03M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.02KClosed |
$199K - $232K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-129KClosed |
$5.14M - $5.97M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-48.2KClosed |
$1.91M - $2.22M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-22.6KClosed |
$899K - $1.04M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-512Closed |
$20.3K - $23.6K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44New |
$1.75K - $2.03K
|
44
$1.1K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
25.3KNew |
$1.01M - $1.17M
|
25.3K
$631K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6New |
$238 - $277
|
6
$150
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-9.93KClosed |
$394K - $458K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-41.8K- 89.34% |
$1.66M - $1.93M
|
4.98K
$124K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
20KNew |
$794K - $922K
|
20K
$498K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42KNew |
$56.5K - $65.7K
|
1.42K
$35.5K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.26KClosed |
$209K - $242K
|
0
$0
|