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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.1KNew |
$549K - $596K
|
22.1K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.36KNew |
$83.6K - $90.8K
|
3.36K
$83.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.77K- 23.55% |
$119K - $129K
|
15.5K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 135.5% |
$387K - $421K
|
27.1K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 30.36% |
$12.4K - $13.5K
|
1.15K
$28.6K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16- 2.73% |
$398 - $432
|
571
$14.2K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 13.76% |
$107K - $116K
|
35.6K
$887K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.1KNew |
$649K - $705K
|
26.1K
$651K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.64K- 17.52% |
$40.6K - $44.1K
|
7.7K
$192K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 131.3% |
$361K - $392K
|
25.6K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.85KNew |
$245K - $266K
|
9.85K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
401+ 1.88% |
$9.96K - $10.8K
|
21.7K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-28.7K- 66.41% |
$712K - $774K
|
14.5K
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41- 50.62% |
$1.02K - $1.11K
|
40
$997
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 7.83% |
$352K - $382K
|
195K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.7K- 70.93% |
$490K - $533K
|
8.08K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.03KNew |
$200K - $217K
|
8.03K
$200K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85+ 531.25% |
$2.13K - $2.5K
|
101
$2.52K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.6K- 92.86% |
$65.2K - $76.4K
|
200
$4.98K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.6KNew |
$216K - $253K
|
8.6K
$214K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.03K - $1.2K
|
41
$1.02K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.41% |
$50.1 - $58.7
|
39
$972
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$827 - $969
|
33
$822
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$1.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
150New |
$3.76K - $4.41K
|
150
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.59K- 16.02% |
$39.7K - $46.6K
|
8.31K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-157- 6.52% |
$3.94K - $4.61K
|
2.25K
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$1.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.61K- 97.16% |
$216K - $253K
|
252
$6.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
170New |
$4.26K - $4.99K
|
170
$4.24K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-52- 0.35% |
$1.3K - $1.53K
|
14.9K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$25.1 - $29.4
|
11
$274
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102K- 80.26% |
$2.57M - $3.01M
|
25.2K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
303New |
$7.6K - $8.9K
|
303
$7.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.48K- 21.54% |
$213K - $249K
|
30.9K
$770K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$75.1K - $88K
|
3K
$74.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.6KNew |
$65.2K - $76.4K
|
2.6K
$64.8K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.06K- 1.53% |
$26.5K - $31.1K
|
68.4K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.5KNew |
$362K - $424K
|
14.5K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 31.8% |
$829K - $972K
|
137K
$3.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-746- 35.93% |
$18.7K - $21.9K
|
1.33K
$33.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.16KNew |
$230K - $269K
|
9.16K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35New |
$877 - $1.03K
|
35
$872
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-566- 37.14% |
$14.2K - $16.6K
|
958
$23.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.43K- 48.38% |
$236K - $277K
|
10.1K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
103KNew |
$2.57M - $3.01M
|
103K
$2.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.04K- 34.4% |
$51K - $59.8K
|
3.88K
$96.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-56- 5.64% |
$1.4K - $1.64K
|
937
$23.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.45KNew |
$212K - $248K
|
8.45K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-637- 46.39% |
$16K - $18.7K
|
736
$18.3K
|
|