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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
180New |
$4.5K - $5.03K
|
180
$4.67K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$1.85K - $2.07K
|
74
$1.92K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
242KNew |
$6.19M - $6.9M
|
242K
$6.27M
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37.3KNew |
$956K - $1.06M
|
37.3K
$968K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.1K+ 179.77% |
$413K - $460K
|
25.1K
$650K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$280K - $312K
|
10.9K
$283K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.46KNew |
$242K - $270K
|
9.46K
$245K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.03KNew |
$206K - $229K
|
8.03K
$208K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.03K+ 3.12% |
$52.1K - $58K
|
67.2K
$1.74M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.55K+ 2.16% |
$39.7K - $44.2K
|
73.4K
$1.9M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
425New |
$10.9K - $12.1K
|
425
$11K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
389New |
$9.96K - $11.1K
|
389
$10.1K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
346+ 22.75% |
$8.86K - $9.87K
|
1.87K
$48.4K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
182New |
$4.66K - $5.19K
|
182
$4.72K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
171New |
$4.38K - $4.88K
|
171
$4.43K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
126+ 1.11% |
$3.23K - $3.59K
|
11.5K
$299K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97New |
$2.48K - $2.77K
|
97
$2.52K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
81New |
$2.07K - $2.31K
|
81
$2.1K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$1.56K - $1.74K
|
61
$1.58K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
54+ 200.0% |
$1.38K - $1.54K
|
81
$2.1K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
42New |
$1.08K - $1.2K
|
42
$1.09K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7New |
$179 - $200
|
7
$182
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2New |
$51.2 - $57.1
|
2
$51.9
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
97.1K+ 31.49% |
$2.65M - $3.87M
|
405K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
53.1KNew |
$1.45M - $2.11M
|
53.1K
$1.38M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
49.5KNew |
$1.35M - $1.97M
|
49.5K
$1.28M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
42.7K+ 24.14% |
$1.17M - $1.7M
|
220K
$5.7M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
33.5K+ 220.24% |
$915K - $1.33M
|
48.7K
$1.26M
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
32.3KNew |
$883K - $1.29M
|
32.3K
$838K
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31.1K+ 33.42% |
$849K - $1.24M
|
124K
$3.22M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.2K+ 44.73% |
$716K - $1.04M
|
84.8K
$2.2M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.1KNew |
$685K - $999K
|
25.1K
$651K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21KNew |
$573K - $835K
|
21K
$544K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$530K - $773K
|
19.4K
$503K
|
|
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
$483K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 21.14% |
$499K - $727K
|
105K
$2.71M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.9KNew |
$462K - $674K
|
16.9K
$439K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.5KNew |
$450K - $655K
|
16.5K
$427K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$448K - $653K
|
16.4K
$425K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15K+ 20.68% |
$411K - $598K
|
87.7K
$2.27M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.5K+ 162.71% |
$367K - $536K
|
21.7K
$563K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4K+ 85.56% |
$312K - $455K
|
24.8K
$643K
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$308K - $449K
|
11.3K
$293K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.32KNew |
$254K - $371K
|
9.32K
$242K
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.99KNew |
$245K - $358K
|
8.99K
$233K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.9K+ 15.85% |
$243K - $354K
|
65.1K
$1.69M
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.59KNew |
$235K - $342K
|
8.59K
$223K
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.13KNew |
$222K - $324K
|
8.13K
$211K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.98K+ 40.91% |
$218K - $318K
|
27.5K
$712K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.68KNew |
$210K - $306K
|
7.68K
$199K
|