Purchases and Sales Made in Q1 2025 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2025. 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 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
90+ 0.61% |
$4.54K - $4.56K
|
14.9K
$754K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
84+ 0.74% |
$4.24K - $4.26K
|
11.5K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.76% |
$3.23K - $3.24K
|
8.53K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.83% |
$2.77K - $2.79K
|
520
$26.4K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
52+ 0.73% |
$2.62K - $2.64K
|
7.21K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
43New |
$2.17K - $2.18K
|
43
$2.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
40+ 0.36% |
$2.02K - $2.03K
|
11.3K
$573K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.56% |
$1.11K - $1.12K
|
3.96K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
19+ 0.25% |
$958 - $963
|
7.67K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.18% |
$857 - $862
|
9.41K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
15+ 0.13% |
$757 - $761
|
11.4K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13+ 0.19% |
$656 - $659
|
6.75K
$342K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11New |
$555 - $558
|
11
$558
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.16% |
$353 - $355
|
612
$31K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.1% |
$303 - $304
|
5.86K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.66% |
$202 - $203
|
609
$30.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.06% |
$151 - $152
|
5.35K
$271K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3+ 0.03% |
$151 - $152
|
11.5K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.66% |
$101 - $101
|
307
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$50.4 - $50.7
|
8.35K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1- 0.02% |
$50.4 - $50.7
|
4.53K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.19% |
$50.4 - $50.7
|
523
$26.5K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6- -0.0% |
$303 - $304
|
223K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10- 0.04% |
$504 - $507
|
24.6K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-18- 0.27% |
$908 - $913
|
6.58K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-26- 0.56% |
$1.31K - $1.32K
|
4.64K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-26- 2.0% |
$1.31K - $1.32K
|
1.28K
$64.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-27- 0.5% |
$1.36K - $1.37K
|
5.35K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-29- 0.51% |
$1.46K - $1.47K
|
5.68K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-32- 0.25% |
$1.61K - $1.62K
|
12.6K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-40- 0.25% |
$2.02K - $2.03K
|
16.1K
$815K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-50- 0.55% |
$2.52K - $2.54K
|
9.04K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75- 0.81% |
$3.78K - $3.8K
|
9.17K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-86- 1.97% |
$4.34K - $4.36K
|
4.27K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-86- 0.59% |
$4.34K - $4.36K
|
14.5K
$734K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-101Closed |
$5.09K - $5.12K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-116- 0.64% |
$5.85K - $5.88K
|
17.9K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 0.76% |
$6.15K - $6.19K
|
15.9K
$806K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-125- 0.24% |
$6.31K - $6.34K
|
51.4K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 6.2% |
$10.1K - $10.1K
|
3.03K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-203- 3.04% |
$10.2K - $10.3K
|
6.47K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-240- 1.18% |
$12.1K - $12.2K
|
20.1K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-246- 2.75% |
$12.4K - $12.5K
|
8.7K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.26% |
$15.1K - $15.2K
|
117K
$5.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-304- 0.76% |
$15.3K - $15.4K
|
39.5K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-387- 0.77% |
$19.5K - $19.6K
|
49.8K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-393- 11.22% |
$19.8K - $19.9K
|
3.11K
$158K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-410- 2.14% |
$20.7K - $20.8K
|
18.8K
$953K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-422- 1.5% |
$21.3K - $21.4K
|
27.6K
$1.4M
|