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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.96K+ 37.52% |
$51.7K - $54.8K
|
7.2K
$184K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
211KNew |
$5.55M - $5.89M
|
211K
$5.39M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-68- 0.03% |
$1.79K - $1.9K
|
208K
$5.3M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23- 1.75% |
$605 - $642
|
1.29K
$33K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.97M+ 106.48% |
$183M - $194M
|
13.5M
$345M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
36.6K+ 34.74% |
$963K - $1.02M
|
142K
$3.63M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.5K+ 29.79% |
$65.8K - $69.8K
|
10.9K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.69KNew |
$255K - $270K
|
9.69K
$248K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
518New |
$13.6K - $14.5K
|
518
$13.2K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
32.9KNew |
$866K - $918K
|
32.9K
$841K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
199New |
$5.24K - $5.55K
|
199
$5.08K
|
|
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
$452K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.09K- 8.34% |
$108K - $114K
|
45K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$1.47K - $1.56K
|
56
$1.43K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-114- 45.24% |
$3K - $3.18K
|
138
$3.53K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-521- 0.8% |
$13.7K - $14.5K
|
64.8K
$1.66M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 51.14% |
$1.18K - $1.26K
|
43
$1.1K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.5K- 76.6% |
$696K - $738K
|
8.08K
$206K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-432- 5.29% |
$11.4K - $12.1K
|
7.73K
$197K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-712- 76.07% |
$18.7K - $19.9K
|
224
$5.72K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81.3KNew |
$2.14M - $2.27M
|
81.3K
$2.08M
|
|
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
$5.16K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 10.59% |
$26.4K - $28K
|
8.48K
$217K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 34.91% |
$1.55K - $1.65K
|
110
$2.81K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
280+ 0.38% |
$6.96K - $7.56K
|
73.4K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.36KNew |
$83.6K - $90.8K
|
3.36K
$85.9K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.1KNew |
$549K - $596K
|
22.1K
$564K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.77K- 23.55% |
$119K - $129K
|
15.5K
$396K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 135.5% |
$387K - $421K
|
27.1K
$692K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16- 2.73% |
$398 - $432
|
571
$14.6K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 13.76% |
$107K - $116K
|
35.6K
$909K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.1KNew |
$649K - $705K
|
26.1K
$667K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.64K- 17.52% |
$40.6K - $44.1K
|
7.7K
$197K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 131.3% |
$361K - $392K
|
25.6K
$654K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.85KNew |
$245K - $266K
|
9.85K
$252K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
401+ 1.88% |
$9.96K - $10.8K
|
21.7K
$554K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-28.7K- 66.41% |
$712K - $774K
|
14.5K
$370K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41- 50.62% |
$1.02K - $1.11K
|
40
$1.02K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.7K- 70.93% |
$490K - $533K
|
8.08K
$206K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 7.83% |
$352K - $382K
|
195K
$4.98M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.03KNew |
$200K - $217K
|
8.03K
$205K
|
|
Q4 2023 | |||||||
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.73KNew |
$43.2K - $50.7K
|
1.73K
$44.1K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85+ 531.25% |
$2.13K - $2.5K
|
101
$2.58K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.6K- 92.86% |
$65.2K - $76.4K
|
200
$5.11K
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.6KNew |
$216K - $253K
|
8.6K
$220K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.03K - $1.2K
|
41
$1.05K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.41% |
$50.1 - $58.7
|
39
$996
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$827 - $969
|
33
$843
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$2.04K
|