Purchases and Sales Made in Q2 2025 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-3.74K- 19.44% |
$189K - $190K
|
15.5K
$787K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.77K- 1.47% |
$190K - $191K
|
254K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 28.44% |
$193K - $194K
|
9.63K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.25K- 73.6% |
$215K - $216K
|
1.53K
$77.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.9K- 50.26% |
$247K - $248K
|
4.85K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.95K- 22.03% |
$250K - $251K
|
17.5K
$888K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.66K- 16.41% |
$286K - $287K
|
28.8K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-5.79K- 6.65% |
$292K - $294K
|
81.3K
$4.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.94K- 11.92% |
$300K - $301K
|
43.9K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-5.96K- 22.7% |
$301K - $302K
|
20.3K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6.35K- 26.98% |
$320K - $322K
|
17.2K
$871K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.87K- 14.72% |
$347K - $348K
|
39.8K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.97K- 3.13% |
$352K - $353K
|
216K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.1K- 8.59% |
$358K - $360K
|
75.6K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-7.27K- 5.61% |
$367K - $369K
|
122K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.3K- 99.96% |
$368K - $370K
|
3
$152
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.79K- 38.77% |
$393K - $395K
|
12.3K
$624K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.93K- 5.6% |
$400K - $402K
|
134K
$6.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8.58K- 63.59% |
$433K - $435K
|
4.91K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.14K- 42.24% |
$461K - $463K
|
12.5K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.84K- 4.96% |
$497K - $499K
|
189K
$9.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.3K- 66.4% |
$572K - $575K
|
5.73K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-11.4K- 52.62% |
$574K - $577K
|
10.2K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-11.5K- 3.45% |
$579K - $582K
|
321K
$16.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-11.6K- 8.85% |
$586K - $589K
|
120K
$6.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-12K- 5.39% |
$608K - $610K
|
211K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.1K- 65.33% |
$611K - $614K
|
6.43K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.9K- 37.73% |
$651K - $654K
|
21.3K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.1K- 35.02% |
$660K - $663K
|
24.3K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.6K- 10.91% |
$689K - $692K
|
111K
$5.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.7K- 22.69% |
$689K - $692K
|
46.5K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.8K- 75.18% |
$697K - $700K
|
4.56K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 8.26% |
$766K - $769K
|
168K
$8.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-15.2K- 11.76% |
$769K - $772K
|
114K
$5.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.3K- 12.43% |
$821K - $825K
|
115K
$5.81M
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-18.1K- 61.36% |
$916K - $920K
|
11.4K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-18.7K- 8.75% |
$944K - $948K
|
195K
$9.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 21.49% |
$974K - $978K
|
70.5K
$3.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.6K- 79.52% |
$987K - $992K
|
5.04K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-19.6K- 16.51% |
$991K - $995K
|
99.3K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.8K- 7.78% |
$999K - $1M
|
235K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-20.2K- 59.0% |
$1.02M - $1.03M
|
14.1K
$714K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.7K- 7.31% |
$1.04M - $1.05M
|
262K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-21.2K- 19.29% |
$1.07M - $1.07M
|
88.5K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-21.3K- 49.06% |
$1.08M - $1.08M
|
22.1K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21.9K- 66.12% |
$1.11M - $1.11M
|
11.2K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.4K- 4.67% |
$1.13M - $1.14M
|
458K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23K- 27.92% |
$1.16M - $1.17M
|
59.5K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-26.7K- 2.36% |
$1.35M - $1.35M
|
1.1M
$56M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-27K- 38.76% |
$1.36M - $1.37M
|
42.7K
$2.16M
|