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 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 44.44% |
$328 - $478
|
15
$374
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 8.06% |
$30.8K - $44.8K
|
15.1K
$376K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-9.9K- 15.31% |
$271K - $394K
|
54.8K
$1.37M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.5K+ 162.71% |
$367K - $536K
|
21.7K
$541K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.99K+ 14.93% |
$54.3K - $79.2K
|
15.3K
$381K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
230New |
$6.28K - $9.16K
|
230
$5.73K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.46K+ 13.03% |
$39.8K - $58.1K
|
12.6K
$315K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.59KNew |
$235K - $342K
|
8.59K
$214K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.55K+ 24.52% |
$124K - $181K
|
23.1K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
928New |
$25.4K - $37K
|
928
$23.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$530K - $773K
|
19.4K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
97.1K+ 31.49% |
$2.65M - $3.87M
|
405K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
679+ 7.53% |
$18.6K - $27K
|
9.7K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.25M- 96.45% |
$34.3M - $49.9M
|
46.1K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
12New |
$328 - $478
|
12
$299
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
53.1KNew |
$1.45M - $2.11M
|
53.1K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-17.9K- 55.08% |
$488K - $711K
|
14.6K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 3.91% |
$40.5K - $59K
|
39.3K
$980K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-420- 3.52% |
$11.5K - $16.7K
|
11.5K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$18.7K - $27.3K
|
685
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-636- 3.2% |
$17.4K - $25.3K
|
19.3K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3K+ 3.49% |
$82K - $120K
|
89.1K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-215- 64.76% |
$5.87K - $8.56K
|
117
$2.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
176+ 30.61% |
$4.81K - $7.01K
|
751
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.2K+ 44.73% |
$716K - $1.04M
|
84.8K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.6KNew |
$509K - $742K
|
18.6K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.04KNew |
$138K - $201K
|
5.04K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.37K+ 4.39% |
$92K - $134K
|
80.2K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.27K+ 27.71% |
$144K - $210K
|
24.3K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34.7K- 98.74% |
$949K - $1.38M
|
445
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.9K+ 7.29% |
$134K - $195K
|
72.1K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15K+ 20.68% |
$411K - $598K
|
87.7K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.85K- 10.6% |
$132K - $193K
|
40.9K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$308K - $449K
|
11.3K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.2K+ 91.74% |
$60K - $87.5K
|
4.59K
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
871New |
$23.8K - $34.7K
|
871
$21.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.8% |
$31.3K - $45.6K
|
62.3K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-9.8K- 24.74% |
$268K - $390K
|
29.8K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.26K- 9.08% |
$116K - $170K
|
42.7K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.3K- 4.22% |
$145K - $211K
|
120K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-932- 8.42% |
$25.5K - $37.1K
|
10.1K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.49K- 2.54% |
$68.1K - $99.3K
|
95.5K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.48K+ 35.98% |
$95K - $138K
|
13.1K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 9.29% |
$28.5K - $41.6K
|
12.3K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-20- 0.05% |
$546 - $796
|
41.2K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.69K+ 18.88% |
$73.5K - $107K
|
16.9K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.18K+ 2.94% |
$32.3K - $47.1K
|
41.4K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 27.96% |
$150K - $219K
|
25.1K
$626K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4K+ 85.56% |
$312K - $455K
|
24.8K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-538- 4.08% |
$14.7K - $21.4K
|
12.7K
$316K
|