Latest Institutional Transactions on Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information on the latest institutional transactions involving Goldman Sachs ETF Tr Actvebeta (GEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
726New |
$20.7K - $22.8K
|
726
$27.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
132New |
$3.77K - $4.15K
|
132
$5.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
85New |
$2.43K - $2.67K
|
85
$3.26K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
411New |
$11.7K - $12.9K
|
411
$15.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.64K- 6.53% |
$132K - $146K
|
66.3K
$2.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
107+ 42.8% |
$3.06K - $3.37K
|
357
$13.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.07K- 29.91% |
$87.7K - $96.6K
|
7.2K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.85K- 11.76% |
$52.9K - $58.2K
|
13.9K
$533K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.12K- 7.16% |
$32.1K - $35.3K
|
14.6K
$559K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
465New |
$13.3K - $14.6K
|
465
$17.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-210- 2.23% |
$6K - $6.6K
|
9.2K
$353K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
261New |
$7.46K - $8.21K
|
261
$10K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.82KNew |
$195K - $214K
|
6.82K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
77New |
$2.2K - $2.42K
|
77
$2.96K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$29 - $31
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
54.4K+ 93.73% |
$1.58M - $1.68M
|
112K
$4.31M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54.4K+ 93.73% |
$1.58M - $1.68M
|
112K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-996- 61.41% |
$28.9K - $30.8K
|
626
$24K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
386New |
$11.2K - $12K
|
386
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
359New |
$10.4K - $11.1K
|
359
$13.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
59+ 0.73% |
$1.71K - $1.83K
|
8.13K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
73New |
$2.12K - $2.26K
|
73
$2.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.38K- 35.44% |
$40.1K - $42.8K
|
2.52K
$96.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 62.62% |
$1.94K - $2.07K
|
40
$1.54K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
74+ 0.92% |
$2.15K - $2.29K
|
8.13K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-73- 1.0% |
$2.12K - $2.26K
|
7.22K
$277K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
171New |
$4.96K - $5.3K
|
171
$6.56K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 47.39% |
$71K - $79K
|
7.78K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
212New |
$6.02K - $6.7K
|
212
$8.14K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.7KNew |
$928K - $1.03M
|
32.7K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-79- 7.2% |
$2.24K - $2.5K
|
1.02K
$39.1K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.49K- 98.38% |
$70.5K - $78.5K
|
41
$1.57K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27New |
$766 - $853
|
27
$1.04K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-59.1K- 99.91% |
$1.68M - $1.87M
|
53
$2.03K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-20.2K- 36.32% |
$514K - $590K
|
35.5K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
42+ 0.52% |
$1.07K - $1.22K
|
8.05K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
919New |
$23.4K - $26.8K
|
919
$35.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
919New |
$23.4K - $26.8K
|
919
$35.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.43KNew |
$36.4K - $41.8K
|
1.43K
$55K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.31K- 7.88% |
$33.3K - $38.2K
|
15.3K
$588K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
47New |
$1.19K - $1.37K
|
47
$1.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-360- 26.47% |
$9.15K - $10.5K
|
1K
$38.4K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
19New |
$483 - $554
|
19
$729
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
19New |
$483 - $554
|
19
$729
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.24K- 2.98% |
$32K - $37.4K
|
40.3K
$1.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
277+ 2.63% |
$7.15K - $8.38K
|
10.8K
$415K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$2.61K - $3.06K
|
101
$3.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.45KNew |
$37.5K - $43.9K
|
1.45K
$55.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.33K+ 18.68% |
$60.2K - $70.6K
|
14.8K
$569K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.24K- 10.96% |
$213K - $249K
|
66.9K
$2.57M
|
|