Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
147KNew |
$3.69M - $4.32M
|
147K
$3.88M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147K+ 1955.9% |
$3.68M - $4.31M
|
154K
$4.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
135KNew |
$3.37M - $3.95M
|
135K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
109KNew |
$2.74M - $3.21M
|
109K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
103KNew |
$2.57M - $3.01M
|
103K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.9K+ 31.16% |
$2M - $2.35M
|
336K
$8.86M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.9K+ 27.2% |
$1.8M - $2.11M
|
336K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.8K+ 89.22% |
$1.55M - $1.81M
|
131K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49.2K+ 629.68% |
$1.23M - $1.44M
|
57K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7KNew |
$1.1M - $1.28M
|
43.7K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
41.5K+ 131.33% |
$1.04M - $1.22M
|
73.1K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.8K+ 270.9% |
$972K - $1.14M
|
53.1K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
35.5K+ 5.02% |
$891K - $1.04M
|
743K
$19.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 31.8% |
$829K - $972K
|
137K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
26KNew |
$653K - $765K
|
26K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.3K+ 24.37% |
$384K - $450K
|
78.1K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.2KNew |
$381K - $446K
|
15.2K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.5KNew |
$362K - $424K
|
14.5K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 8.3% |
$345K - $404K
|
179K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.3KNew |
$309K - $362K
|
12.3K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 2.57% |
$309K - $362K
|
491K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9KNew |
$274K - $321K
|
10.9K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.24K+ 34.07% |
$232K - $271K
|
36.4K
$958K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.16KNew |
$230K - $269K
|
9.16K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
8.76KNew |
$220K - $257K
|
8.76K
$231K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.6KNew |
$216K - $253K
|
8.6K
$227K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.45KNew |
$212K - $248K
|
8.45K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.26K+ 5.2% |
$207K - $242K
|
167K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.01KNew |
$201K - $235K
|
8.01K
$211K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.59KNew |
$165K - $193K
|
6.59K
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.05K+ 7.75% |
$127K - $148K
|
70.3K
$1.85M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.3K+ 19.94% |
$108K - $126K
|
25.9K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.7K+ 50.68% |
$92.8K - $109K
|
11K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.35K+ 9.74% |
$84K - $98.4K
|
37.7K
$994K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$75.1K - $88K
|
3K
$78.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.6KNew |
$65.2K - $76.4K
|
2.6K
$68.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.59K+ 13.87% |
$65K - $76.1K
|
21.3K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.43KNew |
$60.9K - $71.3K
|
2.43K
$64K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.35K+ 14.42% |
$58.9K - $69K
|
18.6K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.11K+ 8.22% |
$53K - $62.1K
|
27.8K
$732K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.73KNew |
$43.2K - $50.7K
|
1.73K
$45.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.63K+ 180.47% |
$40.8K - $47.8K
|
2.53K
$66.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.55K+ 37.71% |
$38.8K - $45.4K
|
5.65K
$149K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 13.36% |
$38.4K - $44.9K
|
13K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.08K+ 10.4% |
$27.2K - $31.8K
|
11.5K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 1.57% |
$27.1K - $31.7K
|
69.9K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
688New |
$17.2K - $20.2K
|
688
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
502+ 169.59% |
$12.6K - $14.7K
|
798
$21K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
421+ 4.46% |
$10.6K - $12.4K
|
9.85K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
414+ 4.07% |
$10.4K - $12.2K
|
10.6K
$279K
|