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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-27.6K- 16.3% |
$753K - $1.1M
|
142K
$3.73M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
106New |
$2.9K - $4.22K
|
106
$2.79K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.68K+ 83900.0% |
$45.8K - $66.8K
|
1.68K
$44.3K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.41K- 15.14% |
$189K - $223K
|
30.3K
$798K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.28K- 32.4% |
$114K - $135K
|
6.84K
$180K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 3.68% |
$35.3K - $41.7K
|
28.5K
$751K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.2KNew |
$392K - $462K
|
11.2K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$21.2K - $25K
|
607
$16K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69New |
$2.41K - $2.84K
|
69
$1.82K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.4K- 17.91% |
$433K - $511K
|
56.8K
$1.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
128K+ 465.33% |
$4.48M - $5.28M
|
156K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
204New |
$7.13K - $8.41K
|
204
$5.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.59KNew |
$230K - $272K
|
6.59K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
202KNew |
$7.05M - $8.31M
|
202K
$5.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
252New |
$8.8K - $10.4K
|
252
$6.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116K- 91.84% |
$4.06M - $4.79M
|
10.3K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
46New |
$1.61K - $1.9K
|
46
$1.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-49.9K- 79.71% |
$1.74M - $2.06M
|
12.7K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
284+ 3.51% |
$9.92K - $11.7K
|
8.38K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.21K- 15.93% |
$42.2K - $49.8K
|
6.38K
$168K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
117+ 1.07% |
$4.09K - $4.82K
|
11.1K
$292K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 18.28% |
$381K - $449K
|
48.7K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 19.6% |
$61.6K - $72.7K
|
10.8K
$283K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
187K+ 377.01% |
$6.55M - $7.72M
|
237K
$6.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
275+ 3.3% |
$9.61K - $11.3K
|
8.61K
$227K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.89K+ 74.87% |
$276K - $325K
|
18.4K
$485K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
251+ 2.66% |
$8.77K - $10.3K
|
9.68K
$255K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
32.7KNew |
$1.14M - $1.35M
|
32.7K
$861K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5New |
$175 - $206
|
5
$132
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
118K+ 561.12% |
$4.13M - $4.88M
|
139K
$3.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
656+ 22.52% |
$22.9K - $27K
|
3.57K
$94K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
566+ 1.38% |
$19.8K - $23.3K
|
41.7K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.97KNew |
$68.8K - $81.1K
|
1.97K
$51.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
711New |
$24.8K - $29.3K
|
711
$18.7K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$280 - $330
|
8
$211
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-793- 12.32% |
$27.7K - $32.7K
|
5.64K
$149K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
58K+ 98.61% |
$2.03M - $2.39M
|
117K
$3.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-579- 14.98% |
$20.2K - $23.9K
|
3.29K
$86.6K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16KNew |
$215K - $254K
|
6.16K
$162K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-57.2K- 36.68% |
$2M - $2.36M
|
98.7K
$2.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-146KClosed |
$5.09M - $6M
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5.03K- 38.82% |
$176K - $207K
|
7.93K
$209K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
32New |
$1.12K - $1.32K
|
32
$843
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.25K+ 2.62% |
$43.8K - $51.7K
|
49.1K
$1.29M
|
|
| Q2 2022 | |||||||
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-18.2K- 67.07% |
$724K - $841K
|
8.95K
$236K
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-71.8K- 57.1% |
$2.85M - $3.31M
|
54K
$1.42M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-6.58K- 54.52% |
$261K - $303K
|
5.49K
$145K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
160New |
$6.35K - $7.38K
|
160
$4.21K
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
10.1KNew |
$402K - $467K
|
10.1K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
77New |
$3.06K - $3.55K
|
77
$2.03K
|
|