Purchases and Sales Made in Q3 2020 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2020
Q3 2020
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.14KNew |
$310K - $311K
|
6.14K
$310K
|
|
Nov 04, 2020
Q3 2020
|
La Fleur & Godfrey LLC
|
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$303K
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.99K+ 38.43% |
$303K - $303K
|
21.6K
$1.09M
|
|
Nov 12, 2020
Q3 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.93K+ 38.19% |
$300K - $300K
|
21.5K
$1.08M
|
|
Oct 16, 2020
Q3 2020
|
Valicenti Advisory Services Inc
|
BUY
|
- |
5.74K+ 8.01% |
$290K - $290K
|
77.3K
$3.91M
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.37K+ 65.71% |
$271K - $272K
|
13.6K
$685K
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.31K+ 9.12% |
$268K - $269K
|
63.6K
$3.21M
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
BUY
|
- |
5.1K+ 5.07% |
$258K - $258K
|
106K
$5.33M
|
|
Nov 13, 2020
Q3 2020
|
Keystone Financial Group
|
BUY
|
- |
5.03K+ 34.76% |
$254K - $254K
|
19.5K
$985K
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.03KNew |
$254K - $254K
|
5.03K
$254K
|
|
Nov 10, 2020
Q3 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.01K+ 2.49% |
$253K - $253K
|
206K
$10.4M
|
|
Oct 13, 2020
Q3 2020
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.99KNew |
$252K - $252K
|
4.99K
$252K
|
|
Nov 12, 2020
Q3 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.76KNew |
$241K - $241K
|
4.76K
$241K
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
BUY
|
- |
4.68K+ 10.22% |
$236K - $237K
|
50.4K
$2.55M
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
4.49K+ 7.49% |
$227K - $227K
|
64.5K
$3.26M
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$220K - $220K
|
4.35K
$220K
|
|
Oct 29, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.33KNew |
$218K - $219K
|
4.33K
$218K
|
|
Nov 13, 2020
Q3 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.21KNew |
$213K - $213K
|
4.21K
$213K
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.2KNew |
$212K - $212K
|
4.2K
$212K
|
|
Nov 06, 2020
Q3 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.11KNew |
$208K - $208K
|
4.11K
$208K
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.02KNew |
$203K - $203K
|
4.02K
$203K
|
|
Dec 14, 2020
Q3 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.96KNew |
$200K - $200K
|
3.96K
$200K
|
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.88KNew |
$196K - $196K
|
3.88K
$196K
|
|
Oct 26, 2020
Q3 2020
|
Callahan Advisors, LLC
|
BUY
|
- |
3.88K+ 5.91% |
$196K - $196K
|
69.4K
$3.51M
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.75K+ 63.15% |
$189K - $189K
|
9.68K
$489K
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.57K+ 2.12% |
$180K - $181K
|
172K
$8.67M
|
|
Oct 27, 2020
Q3 2020
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.3K+ 14.59% |
$167K - $167K
|
25.9K
$1.31M
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.27KNew |
$165K - $165K
|
3.27K
$165K
|
|
Oct 23, 2020
Q3 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.25K+ 11.77% |
$164K - $164K
|
30.8K
$1.56M
|
|
Nov 05, 2020
Q3 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 19.54% |
$160K - $160K
|
19.3K
$976K
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.04K+ 19.43% |
$154K - $154K
|
18.7K
$944K
|
|
Nov 09, 2020
Q3 2020
|
Access Financial Services, Inc.
|
BUY
|
- |
3.02K+ 43.14% |
$153K - $153K
|
10K
$506K
|
|
Oct 15, 2020
Q3 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.97KNew |
$150K - $150K
|
2.97K
$150K
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.5KNew |
$126K - $126K
|
2.5K
$126K
|
|
Oct 26, 2020
Q3 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.19K+ 11.63% |
$111K - $111K
|
21K
$1.06M
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.14K+ 3.8% |
$108K - $108K
|
58.5K
$2.96M
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98KNew |
$100K - $100K
|
1.98K
$100K
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.98K+ 46.43% |
$100K - $100K
|
6.24K
$315K
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
1.7KNew |
$85.9K - $86K
|
1.7K
$85.9K
|
|
Nov 05, 2020
Q3 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.62K+ 155.37% |
$81.8K - $81.9K
|
2.66K
$134K
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.51K+ 76.82% |
$76.2K - $76.3K
|
3.47K
$175K
|
|
Oct 28, 2020
Q3 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.3K+ 9.69% |
$65.7K - $65.8K
|
14.7K
$744K
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 15.53% |
$63.6K - $63.7K
|
9.37K
$473K
|
|
Nov 12, 2020
Q3 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
985+ 99.49% |
$49.8K - $49.8K
|
1.98K
$99.8K
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
944+ 7.39% |
$47.7K - $47.8K
|
13.7K
$693K
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
940+ 188.0% |
$47.5K - $47.6K
|
1.44K
$72.7K
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
790New |
$39.9K - $40K
|
790
$39.9K
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
597+ 14.13% |
$30.2K - $30.2K
|
4.82K
$244K
|
|
Oct 13, 2020
Q3 2020
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
431+ 0.64% |
$21.8K - $21.8K
|
68.2K
$3.45M
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
414New |
$20.9K - $20.9K
|
414
$20.9K
|