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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-225Closed |
$8.93K - $10.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.19KClosed |
$206K - $239K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.35K- 55.22% |
$252K - $293K
|
5.15K
$130K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.4KNew |
$214K - $249K
|
5.4K
$136K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-7.76KClosed |
$308K - $358K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-35- 71.43% |
$1.39K - $1.61K
|
14
$353
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-93Closed |
$3.69K - $4.29K
|
0
$0
|
|
Q1 2022 | |||||||
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.05KClosed |
$32.7K - $47.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124KNew |
$3.85M - $5.59M
|
124K
$3.13M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.05KNew |
$188K - $273K
|
6.05K
$153K
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.41KNew |
$261K - $379K
|
8.41K
$212K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1New |
$31.1 - $45.1
|
1
$25.2
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-73.2KClosed |
$2.27M - $3.3M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
73.1KNew |
$2.27M - $3.3M
|
73.1K
$1.84M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-163Closed |
$5.06K - $7.35K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
1.06MNew |
$32.9M - $47.8M
|
1.06M
$26.8M
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-69.3KClosed |
$2.15M - $3.13M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-925- 13.42% |
$28.7K - $41.7K
|
5.97K
$150K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
456+ 5.46% |
$14.2K - $20.6K
|
8.8K
$222K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.99K+ 9.65% |
$61.8K - $89.7K
|
22.6K
$570K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-75.1KClosed |
$2.33M - $3.39M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.31KNew |
$196K - $284K
|
6.31K
$159K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15Closed |
$466 - $677
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.19KClosed |
$67.9K - $98.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-282Closed |
$8.76K - $12.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-97- 8.43% |
$3.01K - $4.37K
|
1.05K
$26.6K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-89Closed |
$2.76K - $4.01K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.62K- 22.85% |
$206K - $299K
|
22.3K
$564K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.19KClosed |
$68.1K - $98.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.03KClosed |
$218K - $317K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
5.29KNew |
$164K - $238K
|
5.29K
$133K
|
|
Q4 2021 | |||||||
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
61New |
$1.79K - $2.34K
|
61
$1.54K
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-5.89KClosed |
$173K - $226K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-765Closed |
$22.5K - $29.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-44Closed |
$1.29K - $1.69K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-50KClosed |
$1.47M - $1.92M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.11KClosed |
$180K - $234K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48New |
$1.41K - $1.84K
|
48
$1.21K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-113Closed |
$3.32K - $4.33K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.7KClosed |
$226K - $295K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37KClosed |
$1.09M - $1.42M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
20.5KNew |
$601K - $784K
|
20.5K
$516K
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.63KClosed |
$224K - $293K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-573Closed |
$16.8K - $22K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-330Closed |
$9.7K - $12.7K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-16.5KClosed |
$484K - $631K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-81.3KClosed |
$2.39M - $3.12M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24.3KClosed |
$715K - $933K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28.3KClosed |
$830K - $1.08M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
SELL
|
- |
-6.31KClosed |
$185K - $242K
|
0
$0
|