Purchases and Sales Made in Q1 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2024. The information is specifically focused on institutions that hold shares of BLACKROCK ULTRA SHORT-TERM BON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16K+ 64.01% |
$806K - $810K
|
41K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
15.7K+ 24.64% |
$792K - $796K
|
79.5K
$4.01M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
14.9KNew |
$748K - $752K
|
14.9K
$749K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
14.3K+ 13.99% |
$719K - $723K
|
116K
$5.86M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.1K+ 9.99% |
$712K - $716K
|
156K
$7.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.6K+ 2.02% |
$683K - $686K
|
686K
$34.6M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
13.5K+ 6.84% |
$682K - $685K
|
212K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.7KNew |
$639K - $642K
|
12.7K
$639K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12.6K+ 7.14% |
$637K - $640K
|
190K
$9.57M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 120.73% |
$614K - $617K
|
22.3K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.7KNew |
$590K - $593K
|
11.7K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.6KNew |
$583K - $586K
|
11.6K
$584K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
11.5K+ 5.66% |
$578K - $581K
|
214K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5K+ 4.1% |
$527K - $529K
|
265K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$525K - $527K
|
10.4K
$525K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.4K+ 10.91% |
$522K - $525K
|
105K
$5.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.7KNew |
$489K - $491K
|
9.7K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.28K+ 158.99% |
$467K - $469K
|
15.1K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.99K+ 1.93% |
$453K - $455K
|
475K
$23.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.94K+ 53.18% |
$450K - $452K
|
25.8K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.9K+ 34.29% |
$448K - $451K
|
34.9K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.83KNew |
$444K - $447K
|
8.83K
$445K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.71K+ 90.63% |
$388K - $390K
|
16.2K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.7K+ 13.41% |
$388K - $390K
|
65.1K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.66K+ 32.41% |
$386K - $388K
|
31.3K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.6KNew |
$383K - $385K
|
7.6K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7.45K+ 271.33% |
$375K - $377K
|
10.2K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
7.17K+ 0.85% |
$361K - $363K
|
854K
$43M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.5KNew |
$327K - $329K
|
6.5K
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.36K+ 6.74% |
$320K - $322K
|
101K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 28.28% |
$318K - $319K
|
28.6K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.12K+ 15.75% |
$308K - $310K
|
45K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.98K+ 4.05% |
$301K - $303K
|
154K
$7.75M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.97K+ 3.82% |
$300K - $302K
|
162K
$8.18M
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
5.86K+ 13.66% |
$295K - $296K
|
48.7K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.49KNew |
$276K - $278K
|
5.49K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.48K+ 56.19% |
$276K - $277K
|
15.2K
$767K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.21K+ 37.16% |
$262K - $264K
|
19.2K
$969K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.12K+ 34.19% |
$258K - $259K
|
20.1K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.02KNew |
$253K - $254K
|
5.02K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.01K+ 22.09% |
$252K - $254K
|
27.7K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.9K+ 48.88% |
$247K - $248K
|
14.9K
$752K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.58K+ 10.93% |
$231K - $232K
|
46.5K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.44K+ 23.51% |
$223K - $225K
|
23.3K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.39KNew |
$221K - $222K
|
4.39K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$217K - $218K
|
4.31K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.28KNew |
$215K - $217K
|
4.28K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.13K+ 14.02% |
$208K - $209K
|
33.6K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
4.03KNew |
$203K - $204K
|
4.03K
$203K
|