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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31.1K+ 33.42% |
$849K - $1.24M
|
124K
$3.16M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.2K+ 44.73% |
$716K - $1.04M
|
84.8K
$2.16M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.1KNew |
$685K - $999K
|
25.1K
$639K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21KNew |
$573K - $835K
|
21K
$534K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$530K - $773K
|
19.4K
$495K
|
|
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
$475K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 21.14% |
$499K - $727K
|
105K
$2.66M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.9KNew |
$462K - $674K
|
16.9K
$431K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.5KNew |
$450K - $655K
|
16.5K
$419K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$448K - $653K
|
16.4K
$418K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15K+ 20.68% |
$411K - $598K
|
87.7K
$2.24M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.5K+ 162.71% |
$367K - $536K
|
21.7K
$553K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4K+ 85.56% |
$312K - $455K
|
24.8K
$632K
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$308K - $449K
|
11.3K
$287K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.32KNew |
$254K - $371K
|
9.32K
$237K
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.99KNew |
$245K - $358K
|
8.99K
$229K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.9K+ 15.85% |
$243K - $354K
|
65.1K
$1.66M
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.59KNew |
$235K - $342K
|
8.59K
$219K
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.13KNew |
$222K - $324K
|
8.13K
$207K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.98K+ 40.91% |
$218K - $318K
|
27.5K
$700K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.68KNew |
$210K - $306K
|
7.68K
$196K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.67K+ 21.27% |
$182K - $266K
|
38K
$969K
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 27.96% |
$150K - $219K
|
25.1K
$640K
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.27K+ 27.71% |
$144K - $210K
|
24.3K
$619K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.04KNew |
$138K - $201K
|
5.04K
$128K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.98K+ 16.71% |
$136K - $198K
|
34.8K
$886K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.9K+ 7.29% |
$134K - $195K
|
72.1K
$1.84M
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4.74K+ 9.94% |
$130K - $189K
|
52.4K
$1.34M
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.55K+ 24.52% |
$124K - $181K
|
23.1K
$588K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.43K+ 7.88% |
$121K - $176K
|
60.7K
$1.55M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.22K+ 20.46% |
$115K - $168K
|
24.9K
$633K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.9K+ 35.29% |
$107K - $155K
|
15K
$381K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.48K+ 35.98% |
$95K - $138K
|
13.1K
$335K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.37K+ 4.39% |
$92K - $134K
|
80.2K
$2.04M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.35K+ 9.82% |
$91.4K - $133K
|
37.4K
$953K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.25K+ 46.12% |
$88.8K - $129K
|
10.3K
$263K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18K+ 5.21% |
$86.9K - $127K
|
64.2K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3K+ 3.49% |
$82K - $120K
|
89.1K
$2.27M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.69K+ 18.88% |
$73.5K - $107K
|
16.9K
$431K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.2K+ 91.74% |
$60K - $87.5K
|
4.59K
$117K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 15.72% |
$56K - $81.6K
|
15.1K
$384K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.99K+ 14.93% |
$54.3K - $79.2K
|
15.3K
$390K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.73K+ 28.19% |
$47.2K - $68.7K
|
7.85K
$200K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.68K+ 83900.0% |
$45.8K - $66.8K
|
1.68K
$42.8K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.58K+ 20.38% |
$43K - $62.7K
|
9.31K
$237K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 3.91% |
$40.5K - $59K
|
39.3K
$1M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.46K+ 6.41% |
$40K - $58.3K
|
24.3K
$619K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.46K+ 13.03% |
$39.8K - $58.1K
|
12.6K
$322K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.27K+ 13.42% |
$34.7K - $50.5K
|
10.7K
$273K
|
|
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
|