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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-181- 54.03% |
$4.54K - $5.32K
|
154
$3.84K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-177Closed |
$4.44K - $5.2K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
149New |
$3.74K - $4.38K
|
149
$3.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19.7K- 21.95% |
$493K - $578K
|
70K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
147KNew |
$3.69M - $4.32M
|
147K
$3.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9KNew |
$274K - $321K
|
10.9K
$273K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
250New |
$6.5K - $7.44K
|
250
$6.24K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.49K- 42.79% |
$143K - $163K
|
7.34K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.2K- 5.06% |
$31.2K - $35.7K
|
22.5K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.72K- 37.35% |
$175K - $200K
|
11.3K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-131- 1.04% |
$3.41K - $3.9K
|
12.5K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
372New |
$9.67K - $11.1K
|
372
$9.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-109- 30.53% |
$2.83K - $3.24K
|
248
$6.19K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-615- 7.83% |
$16K - $18.3K
|
7.24K
$181K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$2K - $2.29K
|
77
$1.92K
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
129KNew |
$3.35M - $3.84M
|
129K
$3.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
91.8KNew |
$2.39M - $2.73M
|
91.8K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.74KNew |
$71.2K - $81.5K
|
2.74K
$68.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$312 - $357
|
12
$299
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-20.4K- 67.06% |
$530K - $607K
|
10K
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-41K- 70.33% |
$1.06M - $1.22M
|
17.3K
$431K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.49K- 99.88% |
$64.7K - $74.1K
|
3
$74.8
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
52New |
$1.35K - $1.55K
|
52
$1.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$572 - $655
|
22
$549
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-197- 2.27% |
$5.12K - $5.86K
|
8.5K
$212K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.13KNew |
$185K - $212K
|
7.13K
$178K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-189- 1.88% |
$4.91K - $5.62K
|
9.89K
$247K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-17- 2.97% |
$442 - $506
|
555
$13.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$156 - $179
|
6
$150
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.46KNew |
$220K - $252K
|
8.46K
$211K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-397- 15.82% |
$9.93K - $11.1K
|
2.11K
$52.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.7K- 94.28% |
$42.5K - $47.4K
|
103
$2.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65.6K+ 326.45% |
$1.64M - $1.83M
|
85.7K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 19.15% |
$225 - $251
|
38
$948
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-215- 2.87% |
$5.38K - $6K
|
7.28K
$181K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.25K- 8.29% |
$81.4K - $90.8K
|
36K
$898K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
596New |
$14.9K - $16.6K
|
596
$14.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
810New |
$20.3K - $22.6K
|
810
$20.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-370- 92.96% |
$9.26K - $10.3K
|
28
$698
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-163- 7.96% |
$4.08K - $4.55K
|
1.88K
$47K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-774- 17.92% |
$19.4K - $21.6K
|
3.55K
$88.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14- 0.35% |
$350 - $391
|
4.03K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-74- 18.97% |
$1.85K - $2.07K
|
316
$7.88K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 98.32% |
$42.4K - $47.3K
|
29
$723
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15Closed |
$375 - $419
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
624New |
$15.6K - $17.4K
|
624
$15.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-270- 3.61% |
$6.76K - $7.54K
|
7.21K
$180K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$1.85K - $2.07K
|
74
$1.85K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.97K- 16.85% |
$224K - $250K
|
44.3K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
180New |
$4.5K - $5.03K
|
180
$4.49K
|
|