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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
4K+ 51.78% |
$201K - $202K
|
11.7K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.98K+ 12.23% |
$200K - $201K
|
36.5K
$1.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.54K+ 1.51% |
$178K - $179K
|
238K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.5K+ 28.38% |
$176K - $177K
|
15.9K
$799K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.5K+ 20.29% |
$176K - $177K
|
20.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.02K+ 23.17% |
$152K - $153K
|
16K
$808K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.87K+ 0.42% |
$144K - $145K
|
694K
$35M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.5K+ 40.45% |
$126K - $127K
|
8.7K
$438K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5K+ 1.98% |
$126K - $126K
|
129K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.38K+ 59.53% |
$120K - $121K
|
6.39K
$322K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.33K+ 17.4% |
$117K - $118K
|
15.7K
$793K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.08K+ 4.39% |
$105K - $105K
|
49.4K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2K+ 56.07% |
$101K - $101K
|
5.57K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.99K+ 6.5% |
$100K - $101K
|
32.6K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.93K+ 5.1% |
$97.1K - $97.6K
|
39.7K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 3.07% |
$96.5K - $96.9K
|
64.4K
$3.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.85K+ 10.18% |
$93.1K - $93.6K
|
20K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.76K+ 9.57% |
$88.4K - $88.9K
|
20.1K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.68K+ 4.92% |
$84.5K - $85K
|
35.8K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.49K+ 15.15% |
$74.8K - $75.1K
|
11.3K
$569K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.39K+ 3.46% |
$70.2K - $70.5K
|
41.7K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.38K+ 1.81% |
$69.6K - $70K
|
77.6K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.37KNew |
$68.7K - $69.1K
|
1.37K
$68.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.26K+ 22.77% |
$63.6K - $64K
|
6.82K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.26K+ 4.03% |
$63.3K - $63.6K
|
32.5K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 4.5% |
$53.6K - $53.8K
|
24.7K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.03K+ 4.64% |
$52K - $52.3K
|
23.3K
$1.17M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
975New |
$49.1K - $49.3K
|
975
$49.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
937+ 9.91% |
$47.2K - $47.4K
|
10.4K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
874+ 8.62% |
$44K - $44.2K
|
11K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
860+ 5.56% |
$43.3K - $43.5K
|
16.3K
$823K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
839+ 12.97% |
$42.2K - $42.5K
|
7.31K
$368K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
836+ 8.89% |
$42.1K - $42.3K
|
10.2K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
804+ 1.59% |
$40.5K - $40.7K
|
51.4K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
798+ 5.81% |
$40.2K - $40.4K
|
14.5K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
792New |
$39.9K - $40.1K
|
792
$39.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
741+ 17.06% |
$37.3K - $37.5K
|
5.09K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
739+ 1.14% |
$37.2K - $37.4K
|
65.5K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
711+ 28.73% |
$35.8K - $36K
|
3.19K
$161K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
655+ 1.43% |
$33K - $33.1K
|
46.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
570New |
$28.7K - $28.8K
|
570
$28.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
522+ 12.15% |
$26.3K - $26.4K
|
4.82K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
512+ 3.0% |
$25.8K - $25.9K
|
17.6K
$887K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
473+ 2.82% |
$23.8K - $23.9K
|
17.2K
$868K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
467+ 9.67% |
$23.5K - $23.6K
|
5.3K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
423+ 9.42% |
$21.3K - $21.4K
|
4.91K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
395+ 2.58% |
$19.9K - $20K
|
15.7K
$791K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
355+ 2.0% |
$17.9K - $18K
|
18.1K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
318+ 3.26% |
$16K - $16.1K
|
10.1K
$508K
|