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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
23+ 1.23% |
$566 - $640
|
1.9K
$47.4K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
747+ 8.0% |
$18.4K - $20.8K
|
10.1K
$252K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.26K- 75.31% |
$31.1K - $35.1K
|
414
$10.4K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.34KNew |
$230K - $260K
|
9.34K
$234K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
165KNew |
$4.07M - $4.61M
|
165K
$4.14M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.28K- 13.24% |
$31.5K - $35.7K
|
8.41K
$211K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.33KNew |
$81.9K - $92.6K
|
3.33K
$83.3K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.41K- 30.54% |
$83.8K - $94.9K
|
7.76K
$194K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-305- 30.65% |
$7.5K - $8.49K
|
690
$17.3K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.33K- 24.03% |
$81.8K - $92.6K
|
10.5K
$263K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
962+ 3.78% |
$23.7K - $26.8K
|
26.4K
$662K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-912Closed |
$22.4K - $25.4K
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
185New |
$4.55K - $5.15K
|
185
$4.63K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$306K - $347K
|
12.5K
$312K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.5K+ 2285.38% |
$1.12M - $1.27M
|
47.5K
$1.19M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.35K+ 22.76% |
$57.8K - $65.4K
|
12.7K
$317K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 36.31% |
$7.01K - $7.93K
|
500
$12.5K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
564K+ 11.36% |
$13.9M - $15.7M
|
5.53M
$138M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.71K- 3.23% |
$97.5K - $103K
|
111K
$2.78M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 1.44% |
$2.89K - $3.07K
|
7.52K
$188K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.22KNew |
$84.7K - $89.8K
|
3.22K
$80.6K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-68- 0.03% |
$1.79K - $1.9K
|
208K
$5.2M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$403K - $427K
|
15.3K
$383K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
36.6K+ 34.74% |
$963K - $1.02M
|
142K
$3.55M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.97M+ 106.48% |
$183M - $194M
|
13.5M
$338M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.69KNew |
$255K - $270K
|
9.69K
$242K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23- 1.75% |
$605 - $642
|
1.29K
$32.3K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.5K+ 29.79% |
$65.8K - $69.8K
|
10.9K
$273K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
518New |
$13.6K - $14.5K
|
518
$13K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
32.9KNew |
$866K - $918K
|
32.9K
$824K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
199New |
$5.24K - $5.55K
|
199
$4.98K
|
|
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
$443K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.09K- 8.34% |
$108K - $114K
|
45K
$1.13M
|
|
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
$3.45K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-521- 0.8% |
$13.7K - $14.5K
|
64.8K
$1.62M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.5K- 76.6% |
$696K - $738K
|
8.08K
$202K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-432- 5.29% |
$11.4K - $12.1K
|
7.73K
$193K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-712- 76.07% |
$18.7K - $19.9K
|
224
$5.61K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81.3KNew |
$2.14M - $2.27M
|
81.3K
$2.04M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
202New |
$5.31K - $5.64K
|
202
$5.06K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 34.91% |
$1.55K - $1.65K
|
110
$2.75K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.36KNew |
$83.6K - $90.8K
|
3.36K
$84.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.77K- 23.55% |
$119K - $129K
|
15.5K
$388K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 135.5% |
$387K - $421K
|
27.1K
$678K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16- 2.73% |
$398 - $432
|
571
$14.3K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 13.76% |
$107K - $116K
|
35.6K
$891K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.1KNew |
$649K - $705K
|
26.1K
$653K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.64K- 17.52% |
$40.6K - $44.1K
|
7.7K
$193K
|