Latest Institutional Purchases of Ishares U.S. ETF Trust Gsci CO (COMT)
This list provides information on the latest institutional transactions involving Ishares U.S. ETF Trust Gsci CO (COMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 10.0% |
$246 - $278
|
110
$2.89K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 1.06% |
$148 - $167
|
571
$15K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.97M+ 106.48% |
$183M - $194M
|
13.5M
$356M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
211KNew |
$5.55M - $5.89M
|
211K
$5.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81.3KNew |
$2.14M - $2.27M
|
81.3K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
36.6K+ 34.74% |
$963K - $1.02M
|
142K
$3.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
32.9KNew |
$866K - $918K
|
32.9K
$866K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25KNew |
$658K - $698K
|
25K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$403K - $427K
|
15.3K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$289K - $306K
|
11K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.69KNew |
$255K - $270K
|
9.69K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.22KNew |
$84.7K - $89.8K
|
3.22K
$84.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.5K+ 29.79% |
$65.8K - $69.8K
|
10.9K
$287K
|
|
|
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
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.96K+ 37.52% |
$51.7K - $54.8K
|
7.2K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
518New |
$13.6K - $14.5K
|
518
$13.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
202New |
$5.31K - $5.64K
|
202
$5.31K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
199New |
$5.24K - $5.55K
|
199
$5.24K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$1.47K - $1.56K
|
56
$1.47K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.1KNew |
$649K - $705K
|
26.1K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.1KNew |
$549K - $596K
|
22.1K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
16.6K+ 1185.71% |
$413K - $448K
|
18K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 135.5% |
$387K - $421K
|
27.1K
$713K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 131.3% |
$361K - $392K
|
25.6K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 7.83% |
$352K - $382K
|
195K
$5.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.85KNew |
$245K - $266K
|
9.85K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.03KNew |
$200K - $217K
|
8.03K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 13.76% |
$107K - $116K
|
35.6K
$936K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.36KNew |
$83.6K - $90.8K
|
3.36K
$88.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
401+ 1.88% |
$9.96K - $10.8K
|
21.7K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
280+ 0.38% |
$6.96K - $7.56K
|
73.4K
$1.93M
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
147KNew |
$3.69M - $4.32M
|
147K
$3.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
103KNew |
$2.57M - $3.01M
|
103K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 31.8% |
$829K - $972K
|
137K
$3.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.5KNew |
$362K - $424K
|
14.5K
$380K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9KNew |
$274K - $321K
|
10.9K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.16KNew |
$230K - $269K
|
9.16K
$241K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.6KNew |
$216K - $253K
|
8.6K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.45KNew |
$212K - $248K
|
8.45K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$75.1K - $88K
|
3K
$78.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.6KNew |
$65.2K - $76.4K
|
2.6K
$68.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
303New |
$7.6K - $8.9K
|
303
$7.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
170New |
$4.26K - $4.99K
|
170
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
150New |
$3.76K - $4.41K
|
150
$3.95K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
149New |
$3.74K - $4.38K
|
149
$3.92K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85+ 531.25% |
$2.13K - $2.5K
|
101
$2.66K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$2.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$2.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.03K - $1.2K
|
41
$1.08K
|
|