Purchases and Sales Made in Q2 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-221- 0.58% |
$11.1K - $11.2K
|
37.6K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-225- 5.33% |
$11.3K - $11.4K
|
4K
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-245- 0.25% |
$12.3K - $12.4K
|
96.5K
$4.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-275- 1.87% |
$13.8K - $13.9K
|
14.4K
$727K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 2.99% |
$15.1K - $15.2K
|
9.75K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-316- 0.87% |
$15.9K - $16K
|
36.2K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-316- 1.8% |
$15.9K - $16K
|
17.3K
$871K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-361- 1.63% |
$18.2K - $18.2K
|
21.8K
$1.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-377- 3.68% |
$19K - $19.1K
|
9.86K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-377- 19.63% |
$19K - $19.1K
|
1.54K
$77.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-387- 5.66% |
$19.5K - $19.6K
|
6.45K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-399- 61.38% |
$20.1K - $20.2K
|
251
$12.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 8.22% |
$20.1K - $20.2K
|
4.47K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-418- 4.02% |
$21K - $21.1K
|
9.97K
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-440- 8.9% |
$22.1K - $22.2K
|
4.51K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-473- 3.01% |
$23.8K - $23.9K
|
15.3K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-487- 4.99% |
$24.5K - $24.6K
|
9.27K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-529- 11.18% |
$26.6K - $26.7K
|
4.2K
$212K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-546- 12.56% |
$27.5K - $27.6K
|
3.8K
$191K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-577- 0.2% |
$29K - $29.2K
|
288K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-646- 0.49% |
$32.5K - $32.7K
|
132K
$6.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-650- 7.46% |
$32.7K - $32.9K
|
8.07K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-688- 3.44% |
$34.6K - $34.8K
|
19.3K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-695- 7.68% |
$35K - $35.1K
|
8.36K
$421K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-773- 2.38% |
$38.9K - $39.1K
|
31.7K
$1.6M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-801- 6.51% |
$40.3K - $40.5K
|
11.5K
$580K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-837- 11.01% |
$42.1K - $42.3K
|
6.77K
$341K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-863- 2.07% |
$43.4K - $43.6K
|
40.8K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-884- 4.4% |
$44.5K - $44.7K
|
19.2K
$969K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-898- 2.21% |
$45.2K - $45.4K
|
39.7K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-918- 6.24% |
$46.2K - $46.4K
|
13.8K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-920- 4.98% |
$46.3K - $46.5K
|
17.5K
$884K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-956- 14.94% |
$48.1K - $48.3K
|
5.44K
$274K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.51% |
$50.3K - $50.6K
|
17.1K
$863K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1K- 20.16% |
$50.3K - $50.6K
|
3.96K
$200K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.01K- 13.31% |
$50.8K - $51.1K
|
6.58K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 32.53% |
$50.9K - $51.2K
|
2.1K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.04K- 76.34% |
$52.4K - $52.7K
|
323
$16.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.09K- 6.57% |
$54.6K - $54.9K
|
15.5K
$779K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 0.07% |
$55.4K - $55.6K
|
1.55M
$78M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.11K- 2.17% |
$56K - $56.3K
|
50.1K
$2.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.17K- 6.12% |
$58.6K - $58.9K
|
17.9K
$900K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.24K- 10.89% |
$62.5K - $62.8K
|
10.2K
$512K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.29K- 1.19% |
$65K - $65.3K
|
107K
$5.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.39K- 11.63% |
$69.9K - $70.3K
|
10.6K
$532K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.44K- 25.94% |
$72.2K - $72.5K
|
4.1K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.45K- 12.54% |
$73.1K - $73.4K
|
10.1K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.53K- 1.98% |
$77K - $77.4K
|
75.8K
$3.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.68K- 3.26% |
$84.4K - $84.8K
|
49.8K
$2.51M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.69K- 5.57% |
$84.9K - $85.3K
|
28.6K
$1.44M
|