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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
13.2K+ 24.02% |
$330K - $368K
|
68.1K
$1.7M
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37.3KNew |
$956K - $1.06M
|
37.3K
$931K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.76K- 98.3% |
$96.4K - $107K
|
65
$1.62K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-361- 5.92% |
$9.25K - $10.3K
|
5.74K
$143K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45K- 85.51% |
$1.15M - $1.29M
|
7.63K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.5K- 45.97% |
$269K - $299K
|
12.3K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-9- 1.83% |
$230 - $257
|
483
$12K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-16.5KClosed |
$423K - $471K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.53K- 79.51% |
$193K - $215K
|
1.94K
$48.4K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-16.5KClosed |
$423K - $471K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.1K+ 179.77% |
$413K - $460K
|
25.1K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.55K+ 2.16% |
$39.7K - $44.2K
|
73.4K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.39K- 6.64% |
$61.2K - $68.2K
|
33.6K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$1.56K - $1.74K
|
61
$1.52K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.61K- 95.94% |
$41.2K - $45.8K
|
68
$1.7K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-17.9KClosed |
$459K - $512K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$280K - $312K
|
10.9K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97New |
$2.48K - $2.77K
|
97
$2.42K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
42New |
$1.08K - $1.2K
|
42
$1.05K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
171New |
$4.38K - $4.88K
|
171
$4.26K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
242KNew |
$6.19M - $6.9M
|
242K
$6.03M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.5K- 56.33% |
$295K - $329K
|
8.93K
$223K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
182New |
$4.66K - $5.19K
|
182
$4.54K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-828- 58.47% |
$21.2K - $23.6K
|
588
$14.7K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-327- 3.7% |
$8.37K - $9.33K
|
8.52K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.99K- 2.89% |
$76.4K - $85.2K
|
100K
$2.5M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7New |
$179 - $200
|
7
$175
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
81New |
$2.07K - $2.31K
|
81
$2.02K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
126+ 1.11% |
$3.23K - $3.59K
|
11.5K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
54+ 200.0% |
$1.38K - $1.54K
|
81
$2.02K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2New |
$51.2 - $57.1
|
2
$49.9
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.03KNew |
$206K - $229K
|
8.03K
$200K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-826- 5.58% |
$21.2K - $23.6K
|
14K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32K- 77.55% |
$819K - $913K
|
9.26K
$231K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.1K- 48.95% |
$541K - $603K
|
22.1K
$550K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.25K- 12.28% |
$186K - $207K
|
51.8K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
425New |
$10.9K - $12.1K
|
425
$10.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-10.5K- 51.42% |
$268K - $299K
|
9.89K
$247K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-2.41K- 12.04% |
$61.6K - $68.6K
|
17.6K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-96.7K- 91.14% |
$2.48M - $2.76M
|
9.4K
$234K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-103- 0.24% |
$2.64K - $2.94K
|
43K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
346+ 22.75% |
$8.86K - $9.87K
|
1.87K
$46.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
389New |
$9.96K - $11.1K
|
389
$9.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.46KNew |
$242K - $270K
|
9.46K
$236K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.03K+ 3.12% |
$52.1K - $58K
|
67.2K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.61K- 19.37% |
$66.8K - $74.5K
|
10.9K
$271K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-192Closed |
$5.25K - $7.65K
|
0
$0
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57Closed |
$1.56K - $2.27K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21KNew |
$573K - $835K
|
21K
$523K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
208New |
$5.68K - $8.28K
|
208
$5.19K
|
|