Purchases and Sales Made in Q1 2023 in Ishares U.S. ETF Trust Gsci CO (COMT)
This table provides information about the institutional ownership of Ishares U.S. ETF Trust Gsci CO (COMT) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES U.S. ETF TRUST GSCI CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.61K- 22.32% |
$66.7K - $74.3K
|
9.07K
$226K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.61K- 19.37% |
$66.8K - $74.5K
|
10.9K
$271K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.64K- 48.95% |
$67.7K - $75.4K
|
2.76K
$68.7K
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.99K- 2.89% |
$76.4K - $85.2K
|
100K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.04K- 16.9% |
$77.9K - $86.8K
|
15K
$373K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.22K- 10.02% |
$82.5K - $91.9K
|
28.9K
$721K
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.26K- 17.1% |
$83.5K - $93.1K
|
15.8K
$394K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.74K- 39.36% |
$95.9K - $107K
|
5.77K
$144K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.76K- 98.3% |
$96.4K - $107K
|
65
$1.62K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.76K- 98.3% |
$96.4K - $107K
|
65
$1.62K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.01K- 80.19% |
$103K - $114K
|
991
$24.7K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-4.38K- 7.39% |
$112K - $125K
|
54.9K
$1.37M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.89K- 89.21% |
$125K - $139K
|
591
$14.7K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.09K- 28.38% |
$130K - $145K
|
12.8K
$320K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.44K- 12.9% |
$139K - $155K
|
36.7K
$916K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.92K- 6.95% |
$152K - $169K
|
79.3K
$1.98M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.46K- 43.79% |
$165K - $184K
|
8.29K
$207K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.74K- 47.59% |
$173K - $192K
|
7.42K
$185K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.83K- 70.5% |
$175K - $195K
|
2.86K
$71.2K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.25K- 12.28% |
$186K - $207K
|
51.8K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.53K- 79.51% |
$193K - $215K
|
1.94K
$48.3K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.54K- 78.21% |
$193K - $215K
|
2.1K
$52.4K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.97K- 43.81% |
$204K - $227K
|
10.2K
$255K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.65K- 21.3% |
$222K - $247K
|
32K
$796K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.33K- 97.32% |
$239K - $266K
|
257
$6.4K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.2K- 84.85% |
$261K - $291K
|
1.82K
$45.4K
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.3K- 7.85% |
$264K - $294K
|
121K
$3.02M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-10.5K- 51.42% |
$268K - $299K
|
9.89K
$246K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.5K- 45.97% |
$269K - $299K
|
12.3K
$307K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.5K- 56.33% |
$295K - $329K
|
8.93K
$223K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.6K- 97.56% |
$297K - $331K
|
290
$7.23K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 91.65% |
$303K - $338K
|
1.08K
$26.9K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 29.63% |
$355K - $396K
|
32.9K
$821K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 6.9% |
$361K - $402K
|
190K
$4.74M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 27.7% |
$385K - $429K
|
39.2K
$978K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.5K- 91.92% |
$398K - $443K
|
1.37K
$34K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 78.52% |
$416K - $463K
|
4.44K
$111K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.4K- 59.8% |
$419K - $467K
|
11K
$274K
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-16.5KClosed |
$423K - $471K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-16.6K- 21.14% |
$426K - $474K
|
62K
$1.54M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.2K- 73.41% |
$439K - $489K
|
6.21K
$155K
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-17.9KClosed |
$459K - $512K
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-18.4K- 63.32% |
$472K - $526K
|
10.7K
$266K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21K- 58.45% |
$538K - $599K
|
14.9K
$372K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-21.1K- 98.18% |
$539K - $601K
|
390
$9.72K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.1K- 48.95% |
$541K - $603K
|
22.1K
$550K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-21.6K- 83.31% |
$552K - $615K
|
4.32K
$108K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21.6K- 52.38% |
$552K - $615K
|
19.6K
$489K
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-23.1K- 31.28% |
$593K - $660K
|
50.9K
$1.27M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31K- 73.18% |
$795K - $885K
|
11.4K
$283K
|