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 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-14.2K- 55.46% |
$349K - $395K
|
11.4K
$284K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 6.01% |
$344 - $390
|
247
$6.16K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
944+ 4.99% |
$23.2K - $26.3K
|
19.9K
$495K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.02K+ 9.51% |
$49.6K - $56.2K
|
23.2K
$580K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
564K+ 11.36% |
$13.9M - $15.7M
|
5.53M
$138M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
16.1K+ 45.06% |
$396K - $448K
|
51.9K
$1.29M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-35- 14.11% |
$921 - $977
|
213
$5.31K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-894- 31.35% |
$23.5K - $24.9K
|
1.96K
$48.8K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.22KNew |
$84.7K - $89.8K
|
3.22K
$80.3K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25KNew |
$658K - $698K
|
25K
$624K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 1.44% |
$2.89K - $3.07K
|
7.52K
$187K
|
|
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.71K- 3.23% |
$97.5K - $103K
|
111K
$2.77M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-324- 78.64% |
$8.52K - $9.04K
|
88
$2.19K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.96K+ 37.52% |
$51.7K - $54.8K
|
7.2K
$180K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
211KNew |
$5.55M - $5.89M
|
211K
$5.26M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-522- 83.25% |
$13.7K - $14.6K
|
105
$2.62K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$403K - $427K
|
15.3K
$382K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-68- 0.03% |
$1.79K - $1.9K
|
208K
$5.18M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
36.6K+ 34.74% |
$963K - $1.02M
|
142K
$3.54M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.5K+ 29.79% |
$65.8K - $69.8K
|
10.9K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.97M+ 106.48% |
$183M - $194M
|
13.5M
$337M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.69KNew |
$255K - $270K
|
9.69K
$242K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.85K- 44.04% |
$154K - $163K
|
7.43K
$185K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23- 1.75% |
$605 - $642
|
1.29K
$32.2K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.46K- 22.7% |
$90.9K - $96.4K
|
11.8K
$294K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
518New |
$13.6K - $14.5K
|
518
$12.9K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
32.9KNew |
$866K - $918K
|
32.9K
$821K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
199New |
$5.24K - $5.55K
|
199
$4.96K
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.3K+ 14.94% |
$60.5K - $64.2K
|
17.7K
$441K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.09K- 8.34% |
$108K - $114K
|
45K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$289K - $306K
|
11K
$274K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$1.47K - $1.56K
|
56
$1.4K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-114- 45.24% |
$3K - $3.18K
|
138
$3.44K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-49Closed |
$1.29K - $1.37K
|
0
$0
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-521- 0.8% |
$13.7K - $14.5K
|
64.8K
$1.62M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 51.14% |
$1.18K - $1.26K
|
43
$1.07K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.5K- 76.6% |
$696K - $738K
|
8.08K
$201K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-432- 5.29% |
$11.4K - $12.1K
|
7.73K
$193K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81.3KNew |
$2.14M - $2.27M
|
81.3K
$2.03M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-712- 76.07% |
$18.7K - $19.9K
|
224
$5.59K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
202New |
$5.31K - $5.64K
|
202
$5.04K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 10.59% |
$26.4K - $28K
|
8.48K
$211K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 34.91% |
$1.55K - $1.65K
|
110
$2.74K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2- 2.78% |
$52.6 - $55.8
|
70
$1.75K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-215- 87.76% |
$5.34K - $5.81K
|
30
$748
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-401- 25.8% |
$9.96K - $10.8K
|
1.15K
$28.8K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.21K- 94.29% |
$229K - $249K
|
557
$13.9K
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
280+ 0.38% |
$6.96K - $7.56K
|
73.4K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
16.6K+ 1185.71% |
$413K - $448K
|
18K
$449K
|