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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-413- 2.44% |
$20.8K - $20.9K
|
16.5K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-442- 91.13% |
$22.3K - $22.4K
|
43
$2.17K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-480- 1.7% |
$24.2K - $24.3K
|
27.7K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-490- 6.39% |
$24.7K - $24.8K
|
7.18K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-550- 1.1% |
$27.7K - $27.8K
|
49.6K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-594- 0.51% |
$29.9K - $30.1K
|
116K
$5.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-600- 12.1% |
$30.2K - $30.4K
|
4.36K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-670- 4.69% |
$33.7K - $33.9K
|
13.6K
$686K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-725- 4.7% |
$36.5K - $36.7K
|
14.7K
$741K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-749- 6.16% |
$37.7K - $37.9K
|
11.4K
$575K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-769- 5.79% |
$38.7K - $38.9K
|
12.5K
$630K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-780- 6.56% |
$39.3K - $39.5K
|
11.1K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-794- 4.35% |
$40K - $40.2K
|
17.5K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-802- 54.19% |
$40.4K - $40.6K
|
678
$34.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-810- 7.46% |
$40.8K - $41K
|
10K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-893- 1.71% |
$45K - $45.2K
|
51.3K
$2.58M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-949- 13.13% |
$47.8K - $48K
|
6.28K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-974- 70.02% |
$49K - $49.3K
|
417
$21K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-1K- 19.14% |
$50.4K - $50.6K
|
4.23K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1K- 1.43% |
$50.6K - $50.8K
|
69.1K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.12K- 15.15% |
$56.3K - $56.6K
|
6.26K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 11.35% |
$59.4K - $59.7K
|
9.22K
$465K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.19K- 10.87% |
$59.9K - $60.2K
|
9.76K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.34K- 9.54% |
$67.5K - $67.8K
|
12.7K
$640K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.58K- 26.69% |
$79.7K - $80.1K
|
4.35K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.68K- 2.09% |
$84.6K - $85K
|
78.8K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.71K- 98.5% |
$86K - $86.5K
|
26
$1.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 24.41% |
$89.4K - $89.8K
|
5.5K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.78K- 24.41% |
$89.4K - $89.8K
|
5.5K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.79K- 4.17% |
$89.9K - $90.4K
|
41K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.87K- 2.36% |
$94.1K - $94.6K
|
77.4K
$3.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.88K- 1.88% |
$94.7K - $95.2K
|
98K
$4.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.1K- 24.98% |
$106K - $106K
|
6.31K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.12K- 10.02% |
$107K - $107K
|
19K
$959K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.27K- 5.26% |
$114K - $115K
|
40.8K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.35K- 11.27% |
$118K - $119K
|
18.5K
$930K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.37K- 8.0% |
$120K - $120K
|
27.3K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.48K- 1.84% |
$125K - $126K
|
132K
$6.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.53K- 5.18% |
$127K - $128K
|
46.2K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.64K- 1.94% |
$133K - $133K
|
133K
$6.7M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.96K- 34.76% |
$149K - $150K
|
5.56K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-3.03K- 20.23% |
$153K - $153K
|
12K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.13K- 41.69% |
$157K - $158K
|
4.38K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.25K- 2.29% |
$163K - $164K
|
139K
$6.99M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.27K- 22.52% |
$165K - $166K
|
11.3K
$567K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.35K- 71.27% |
$169K - $169K
|
1.35K
$68K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.38K- 22.58% |
$170K - $171K
|
11.6K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.39K- 36.52% |
$171K - $171K
|
5.89K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.42K- 78.69% |
$172K - $173K
|
927
$46.7K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.45K- 3.27% |
$173K - $174K
|
102K
$5.13M
|