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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.27K+ 27.71% |
$144K - $210K
|
24.3K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34.7K- 98.74% |
$949K - $1.38M
|
445
$11.4K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.9K+ 7.29% |
$134K - $195K
|
72.1K
$1.84M
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.49K- 2.54% |
$68.1K - $99.3K
|
95.5K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$308K - $449K
|
11.3K
$288K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.2K+ 91.74% |
$60K - $87.5K
|
4.59K
$117K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
871New |
$23.8K - $34.7K
|
871
$22.3K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.26K- 9.08% |
$116K - $170K
|
42.7K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.3K- 4.22% |
$145K - $211K
|
120K
$3.07M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-932- 8.42% |
$25.5K - $37.1K
|
10.1K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-9.8K- 24.74% |
$268K - $390K
|
29.8K
$761K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.8% |
$31.3K - $45.6K
|
62.3K
$1.59M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-20- 0.05% |
$546 - $796
|
41.2K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 27.96% |
$150K - $219K
|
25.1K
$642K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.69K+ 18.88% |
$73.5K - $107K
|
16.9K
$433K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.18K+ 2.94% |
$32.3K - $47.1K
|
41.4K
$1.06M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.48K+ 35.98% |
$95K - $138K
|
13.1K
$336K
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 9.29% |
$28.5K - $41.6K
|
12.3K
$314K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-538- 4.08% |
$14.7K - $21.4K
|
12.7K
$324K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
85New |
$2.32K - $3.38K
|
85
$2.17K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4K+ 85.56% |
$312K - $455K
|
24.8K
$633K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.67K+ 21.27% |
$182K - $266K
|
38K
$972K
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.13KNew |
$222K - $324K
|
8.13K
$208K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.43K+ 7.88% |
$121K - $176K
|
60.7K
$1.55M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.99KNew |
$245K - $358K
|
8.99K
$230K
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
49.5KNew |
$1.35M - $1.97M
|
49.5K
$1.26M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-41- 0.82% |
$1.12K - $1.63K
|
4.99K
$127K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 15.72% |
$56K - $81.6K
|
15.1K
$385K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.32KNew |
$254K - $371K
|
9.32K
$238K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.68KNew |
$210K - $306K
|
7.68K
$196K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
56New |
$1.53K - $2.23K
|
56
$1.43K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.73K+ 28.19% |
$47.2K - $68.7K
|
7.85K
$201K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
220+ 1.03% |
$6.01K - $8.76K
|
21.6K
$551K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.94K- 55.47% |
$272K - $396K
|
7.98K
$204K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-516- 4.18% |
$14.1K - $20.5K
|
11.8K
$302K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.98K+ 40.91% |
$218K - $318K
|
27.5K
$702K
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-140K- 91.38% |
$3.82M - $5.57M
|
13.2K
$337K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-40.1K- 70.74% |
$1.1M - $1.6M
|
16.6K
$424K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.58K+ 20.38% |
$43K - $62.7K
|
9.31K
$238K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 21.14% |
$499K - $727K
|
105K
$2.67M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.9K+ 35.29% |
$107K - $155K
|
15K
$382K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.9K+ 15.85% |
$243K - $354K
|
65.1K
$1.66M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
659+ 30.59% |
$18K - $26.2K
|
2.81K
$71.9K
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.5K- 21.66% |
$450K - $656K
|
59.6K
$1.52M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$601 - $876
|
22
$562
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18K+ 5.21% |
$86.9K - $127K
|
64.2K
$1.64M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.5KNew |
$450K - $655K
|
16.5K
$420K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.46K+ 6.41% |
$40K - $58.3K
|
24.3K
$621K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.9KNew |
$462K - $674K
|
16.9K
$432K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.98K+ 16.71% |
$136K - $198K
|
34.8K
$889K
|