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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35New |
$877 - $1.03K
|
35
$892
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$827 - $969
|
33
$841
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.41% |
$50.1 - $58.7
|
39
$994
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$25.1 - $29.4
|
11
$280
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
129KNew |
$3.35M - $3.84M
|
129K
$3.29M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
91.8KNew |
$2.39M - $2.73M
|
91.8K
$2.34M
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.46KNew |
$220K - $252K
|
8.46K
$216K
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.13KNew |
$185K - $212K
|
7.13K
$182K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.74KNew |
$71.2K - $81.5K
|
2.74K
$69.7K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
372New |
$9.67K - $11.1K
|
372
$9.48K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
250New |
$6.5K - $7.44K
|
250
$6.37K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$2K - $2.29K
|
77
$1.96K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
52New |
$1.35K - $1.55K
|
52
$1.32K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$572 - $655
|
22
$561
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$312 - $357
|
12
$306
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$156 - $179
|
6
$153
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65.6K+ 326.45% |
$1.64M - $1.83M
|
85.7K
$2.18M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
13.2K+ 24.02% |
$330K - $368K
|
68.1K
$1.73M
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
810New |
$20.3K - $22.6K
|
810
$20.6K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
624New |
$15.6K - $17.4K
|
624
$15.9K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
596New |
$14.9K - $16.6K
|
596
$15.2K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
180New |
$4.5K - $5.03K
|
180
$4.59K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$1.85K - $2.07K
|
74
$1.89K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
242KNew |
$6.19M - $6.9M
|
242K
$6.16M
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37.3KNew |
$956K - $1.06M
|
37.3K
$951K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.1K+ 179.77% |
$413K - $460K
|
25.1K
$639K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$280K - $312K
|
10.9K
$278K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.46KNew |
$242K - $270K
|
9.46K
$241K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.03KNew |
$206K - $229K
|
8.03K
$205K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.03K+ 3.12% |
$52.1K - $58K
|
67.2K
$1.71M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.55K+ 2.16% |
$39.7K - $44.2K
|
73.4K
$1.87M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
425New |
$10.9K - $12.1K
|
425
$10.8K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
389New |
$9.96K - $11.1K
|
389
$9.91K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
346+ 22.75% |
$8.86K - $9.87K
|
1.87K
$47.6K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
182New |
$4.66K - $5.19K
|
182
$4.64K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
171New |
$4.38K - $4.88K
|
171
$4.36K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
126+ 1.11% |
$3.23K - $3.59K
|
11.5K
$293K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97New |
$2.48K - $2.77K
|
97
$2.47K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
81New |
$2.07K - $2.31K
|
81
$2.06K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$1.56K - $1.74K
|
61
$1.55K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
54+ 200.0% |
$1.38K - $1.54K
|
81
$2.06K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
42New |
$1.08K - $1.2K
|
42
$1.07K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7New |
$179 - $200
|
7
$178
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2New |
$51.2 - $57.1
|
2
$51
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
97.1K+ 31.49% |
$2.65M - $3.87M
|
405K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
53.1KNew |
$1.45M - $2.11M
|
53.1K
$1.35M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
49.5KNew |
$1.35M - $1.97M
|
49.5K
$1.26M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
42.7K+ 24.14% |
$1.17M - $1.7M
|
220K
$5.6M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
33.5K+ 220.24% |
$915K - $1.33M
|
48.7K
$1.24M
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
32.3KNew |
$883K - $1.29M
|
32.3K
$823K
|