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 |
---|---|---|---|---|---|---|---|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 8.06% |
$30.8K - $44.8K
|
15.1K
$397K
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 9.29% |
$28.5K - $41.6K
|
12.3K
$324K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
928New |
$25.4K - $37K
|
928
$24.4K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
871New |
$23.8K - $34.7K
|
871
$22.9K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$18.7K - $27.3K
|
685
$18K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
679+ 7.53% |
$18.6K - $27K
|
9.7K
$255K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
659+ 30.59% |
$18K - $26.2K
|
2.81K
$74K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
505+ 1.06% |
$13.8K - $20.1K
|
48.1K
$1.26M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
230New |
$6.28K - $9.16K
|
230
$6.05K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
220+ 1.03% |
$6.01K - $8.76K
|
21.6K
$567K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
208New |
$5.68K - $8.28K
|
208
$5.47K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
176+ 30.61% |
$4.81K - $7.01K
|
751
$19.8K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
106New |
$2.9K - $4.22K
|
106
$2.79K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
93New |
$2.54K - $3.7K
|
93
$2.45K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
85New |
$2.32K - $3.38K
|
85
$2.24K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57New |
$1.56K - $2.27K
|
57
$1.5K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
56New |
$1.53K - $2.23K
|
56
$1.47K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
52New |
$1.42K - $2.07K
|
52
$1.37K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48New |
$1.31K - $1.91K
|
48
$1.26K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28New |
$765 - $1.11K
|
28
$737
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$601 - $876
|
22
$579
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
12New |
$328 - $478
|
12
$316
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$137 - $199
|
5
$132
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
202KNew |
$7.05M - $8.31M
|
202K
$5.31M
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
187K+ 377.01% |
$6.55M - $7.72M
|
237K
$6.24M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
128K+ 465.33% |
$4.48M - $5.28M
|
156K
$4.1M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
118K+ 561.12% |
$4.13M - $4.88M
|
139K
$3.67M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
58K+ 98.61% |
$2.03M - $2.39M
|
117K
$3.07M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
32.7KNew |
$1.14M - $1.35M
|
32.7K
$860K
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.2KNew |
$392K - $462K
|
11.2K
$295K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.89K+ 74.87% |
$276K - $325K
|
18.4K
$485K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.59KNew |
$230K - $272K
|
6.59K
$173K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16KNew |
$215K - $254K
|
6.16K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.27K+ 26.8% |
$114K - $135K
|
15.5K
$407K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.97KNew |
$68.8K - $81.1K
|
1.97K
$51.8K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 19.6% |
$61.6K - $72.7K
|
10.8K
$283K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.25K+ 2.62% |
$43.8K - $51.7K
|
49.1K
$1.29M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 3.68% |
$35.3K - $41.7K
|
28.5K
$750K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
711New |
$24.8K - $29.3K
|
711
$18.7K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
656+ 22.52% |
$22.9K - $27K
|
3.57K
$93.9K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$21.2K - $25K
|
607
$16K
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
566+ 1.38% |
$19.8K - $23.3K
|
41.7K
$1.1M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
500+ 1.57% |
$17.5K - $20.6K
|
32.3K
$849K
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
284+ 3.51% |
$9.92K - $11.7K
|
8.38K
$220K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
275+ 3.3% |
$9.61K - $11.3K
|
8.61K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
252New |
$8.8K - $10.4K
|
252
$6.63K
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
251+ 2.66% |
$8.77K - $10.3K
|
9.68K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
204New |
$7.13K - $8.41K
|
204
$5.37K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
117+ 1.07% |
$4.09K - $4.82K
|
11.1K
$291K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69New |
$2.41K - $2.84K
|
69
$1.82K
|