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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-191Closed |
$5.93K - $8.61K
|
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
$26.3K
|
|
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
$557K
|
|
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
$132K
|
|
Q4 2021 | |||||||
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
61New |
$1.79K - $2.34K
|
61
$1.52K
|
|
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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.11KClosed |
$180K - $234K
|
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
|
Barclays PLC
London, X0 |
SELL
|
- |
-113Closed |
$3.32K - $4.33K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48New |
$1.41K - $1.84K
|
48
$1.2K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-44Closed |
$1.29K - $1.69K
|
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
$510K
|
|
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
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.37KClosed |
$275K - $359K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38.7KNew |
$1.24M - $1.39M
|
38.7K
$966K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.88KClosed |
$189K - $211K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.98KClosed |
$320K - $359K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-280Closed |
$8.99K - $10.1K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21New |
$674 - $755
|
21
$524
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.24KClosed |
$39.9K - $44.7K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.43KNew |
$45.9K - $51.4K
|
1.43K
$35.7K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-126KClosed |
$4.03M - $4.51M
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-61.9K- 96.66% |
$1.84M - $2.14M
|
2.14K
$53.4K
|
|
Jul 29, 2021
Q2 2021
|
Round Table Services, LLC
|
BUY
|
- |
6.51KNew |
$194K - $224K
|
6.51K
$162K
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-375KClosed |
$9.99M - $11.8M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-930Closed |
$24.8K - $29.4K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11.2KClosed |
$298K - $353K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-120Closed |
$3.2K - $3.79K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-19.1KClosed |
$462K - $512K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-128Closed |
$3.09K - $3.42K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-678Closed |
$16.4K - $18.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-75Closed |
$1.79K - $1.95K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Mai Capital Management
|
SELL
|
- |
-10.8KClosed |
$257K - $279K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 50.0% |
$2.17K - $2.41K
|
100
$2.49K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-80Closed |
$1.74K - $1.92K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-33K- 99.11% |
$710K - $1.09M
|
295
$7.36K
|