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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
365+ 2.19% |
$9.15K - $10.7K
|
17K
$424K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
328+ 105.47% |
$8.22K - $9.63K
|
639
$15.9K
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
303New |
$7.6K - $8.9K
|
303
$7.55K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
248New |
$6.22K - $7.28K
|
248
$6.18K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 3.27% |
$5.01K - $5.87K
|
6.32K
$157K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
196+ 10.62% |
$4.91K - $5.76K
|
2.04K
$50.9K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
182+ 43.03% |
$4.56K - $5.35K
|
605
$15.1K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
170New |
$4.26K - $4.99K
|
170
$4.24K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
150New |
$3.76K - $4.41K
|
150
$3.74K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
149New |
$3.74K - $4.38K
|
149
$3.71K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
90+ 138.46% |
$2.26K - $2.64K
|
155
$3.86K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85+ 531.25% |
$2.13K - $2.5K
|
101
$2.52K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$1.99K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 5.11% |
$2.01K - $2.35K
|
1.65K
$41K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
80New |
$2.01K - $2.35K
|
80
$1.99K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
73+ 1.53% |
$1.83K - $2.14K
|
4.84K
$121K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
71+ 507.14% |
$1.78K - $2.09K
|
85
$2.12K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
68+ 0.58% |
$1.7K - $2K
|
11.9K
$296K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.03K - $1.2K
|
41
$1.02K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35New |
$877 - $1.03K
|
35
$872
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$827 - $969
|
33
$822
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30New |
$752 - $881
|
30
$748
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.53% |
$150 - $176
|
1.13K
$28.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.39% |
$150 - $176
|
1.55K
$38.7K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 6.25% |
$50.1 - $58.7
|
34
$847
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.41% |
$50.1 - $58.7
|
39
$972
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 6.06% |
$50.1 - $58.7
|
35
$872
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$25.1 - $29.4
|
11
$274
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 12.71% |
$752 - $881
|
206
$5.13K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 18.64% |
$1.03K - $1.2K
|
179
$4.46K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 19.92% |
$1.28K - $1.5K
|
205
$5.11K
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-52- 0.35% |
$1.3K - $1.53K
|
14.9K
$371K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-56- 5.64% |
$1.4K - $1.64K
|
937
$23.4K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-80- 5.25% |
$2.01K - $2.35K
|
1.44K
$36K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-157- 6.52% |
$3.94K - $4.61K
|
2.25K
$56.1K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-165- 7.81% |
$4.14K - $4.85K
|
1.95K
$48.5K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-177Closed |
$4.44K - $5.2K
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-181- 54.03% |
$4.54K - $5.32K
|
154
$3.84K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 19.01% |
$4.71K - $5.52K
|
801
$20K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-190- 23.2% |
$4.76K - $5.58K
|
629
$15.7K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-190- 23.2% |
$4.76K - $5.58K
|
629
$15.7K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-191- 29.2% |
$4.79K - $5.61K
|
463
$11.5K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-194- 10.18% |
$4.86K - $5.7K
|
1.71K
$42.7K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-199- 16.1% |
$4.99K - $5.84K
|
1.04K
$25.8K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-215- 11.25% |
$5.39K - $6.31K
|
1.7K
$42.3K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-219- 18.85% |
$5.49K - $6.43K
|
943
$23.5K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-473- 2.58% |
$11.9K - $13.9K
|
17.9K
$445K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-566- 37.14% |
$14.2K - $16.6K
|
958
$23.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-637- 46.39% |
$16K - $18.7K
|
736
$18.3K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-656- 88.17% |
$16.4K - $19.3K
|
88
$2.19K
|