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 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
12New |
$328 - $478
|
12
$311
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$137 - $199
|
5
$130
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
202KNew |
$7.05M - $8.31M
|
202K
$5.23M
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
187K+ 377.01% |
$6.55M - $7.72M
|
237K
$6.15M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
128K+ 465.33% |
$4.48M - $5.28M
|
156K
$4.04M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
118K+ 561.12% |
$4.13M - $4.88M
|
139K
$3.61M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
58K+ 98.61% |
$2.03M - $2.39M
|
117K
$3.03M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
32.7KNew |
$1.14M - $1.35M
|
32.7K
$847K
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.2KNew |
$392K - $462K
|
11.2K
$291K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.89K+ 74.87% |
$276K - $325K
|
18.4K
$478K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.59KNew |
$230K - $272K
|
6.59K
$171K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16KNew |
$215K - $254K
|
6.16K
$160K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.97KNew |
$68.8K - $81.1K
|
1.97K
$51K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 19.6% |
$61.6K - $72.7K
|
10.8K
$279K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.25K+ 2.62% |
$43.8K - $51.7K
|
49.1K
$1.27M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 3.68% |
$35.3K - $41.7K
|
28.5K
$739K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
711New |
$24.8K - $29.3K
|
711
$18.4K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
656+ 22.52% |
$22.9K - $27K
|
3.57K
$92.5K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$21.2K - $25K
|
607
$15.7K
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
566+ 1.38% |
$19.8K - $23.3K
|
41.7K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
284+ 3.51% |
$9.92K - $11.7K
|
8.38K
$217K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
275+ 3.3% |
$9.61K - $11.3K
|
8.61K
$223K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
252New |
$8.8K - $10.4K
|
252
$6.53K
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
251+ 2.66% |
$8.77K - $10.3K
|
9.68K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
204New |
$7.13K - $8.41K
|
204
$5.29K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
117+ 1.07% |
$4.09K - $4.82K
|
11.1K
$287K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69New |
$2.41K - $2.84K
|
69
$1.79K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
46New |
$1.61K - $1.9K
|
46
$1.19K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
32New |
$1.12K - $1.32K
|
32
$830
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$280 - $330
|
8
$207
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5New |
$175 - $206
|
5
$130
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
25.3KNew |
$1.01M - $1.17M
|
25.3K
$657K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
20KNew |
$794K - $922K
|
20K
$519K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$415K - $482K
|
10.5K
$271K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
10.1KNew |
$402K - $467K
|
10.1K
$262K
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.25K+ 107.1% |
$327K - $380K
|
15.9K
$414K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.4KNew |
$214K - $249K
|
5.4K
$140K
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.87KNew |
$193K - $225K
|
4.87K
$126K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2KNew |
$79.4K - $92.2K
|
2K
$51.9K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
2KNew |
$79.4K - $92.2K
|
2K
$51.9K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.6KNew |
$63.4K - $73.6K
|
1.6K
$41.4K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42KNew |
$56.5K - $65.7K
|
1.42K
$36.9K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
846New |
$33.6K - $39K
|
846
$21.9K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
190New |
$7.54K - $8.76K
|
190
$4.93K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
160New |
$6.35K - $7.38K
|
160
$4.15K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
99New |
$3.93K - $4.56K
|
99
$2.57K
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
77New |
$3.06K - $3.55K
|
77
$2K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44New |
$1.75K - $2.03K
|
44
$1.14K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
34New |
$1.35K - $1.57K
|
34
$882
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6New |
$238 - $277
|
6
$156
|