Purchases and Sales Made in Q3 2022 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q3 2022. 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 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-74- 0.49% |
$3.7K - $3.71K
|
14.9K
$751K
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-100- 1.09% |
$5K - $5.01K
|
9.09K
$458K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-143- 2.24% |
$7.15K - $7.17K
|
6.25K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-184- 0.33% |
$9.19K - $9.22K
|
55.4K
$2.79M
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-198- 0.7% |
$9.89K - $9.92K
|
28.1K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-240- 1.09% |
$12K - $12K
|
21.8K
$1.1M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-242- 0.96% |
$12.1K - $12.1K
|
24.9K
$1.25M
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-250- 2.82% |
$12.5K - $12.5K
|
8.63K
$435K
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-258- 2.41% |
$12.9K - $12.9K
|
10.4K
$526K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-305- 3.56% |
$15.2K - $15.3K
|
8.26K
$416K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-320- 7.02% |
$16K - $16K
|
4.24K
$214K
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-357- 2.94% |
$17.8K - $17.9K
|
11.8K
$595K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-405- 2.86% |
$20.2K - $20.3K
|
13.7K
$693K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 4.01% |
$25K - $25.1K
|
12K
$603K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-543- 2.2% |
$27.1K - $27.2K
|
24.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-543- 2.2% |
$27.1K - $27.2K
|
24.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-612- 16.61% |
$30.6K - $30.7K
|
3.07K
$155K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-653- 0.1% |
$32.6K - $32.7K
|
681K
$34.3M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-708- 51.57% |
$35.4K - $35.5K
|
665
$33.5K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-709- 4.13% |
$35.4K - $35.5K
|
16.5K
$830K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-740- 2.84% |
$37K - $37.1K
|
25.3K
$1.27M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-854- 8.28% |
$42.7K - $42.8K
|
9.47K
$477K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-861- 2.5% |
$43K - $43.1K
|
33.6K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-963- 17.21% |
$48.1K - $48.3K
|
4.63K
$233K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-996- 84.41% |
$49.8K - $49.9K
|
184
$9.27K
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 2.72% |
$53.7K - $53.9K
|
38.5K
$1.94M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 2.08% |
$54.9K - $55K
|
51.6K
$2.6M
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.12K- 11.27% |
$55.8K - $56K
|
8.79K
$443K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 0.93% |
$59.5K - $59.6K
|
126K
$6.36M
|
|
Nov 14, 2022
Q3 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.19K- 0.55% |
$59.6K - $59.8K
|
214K
$10.8M
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 7.39% |
$60K - $60.1K
|
15K
$757K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.26K- 1.01% |
$63.1K - $63.2K
|
124K
$6.24M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.29K- 1.16% |
$64.7K - $64.8K
|
110K
$5.54M
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.38K- 2.72% |
$68.8K - $69K
|
49.2K
$2.48M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.38K- 13.07% |
$69.1K - $69.3K
|
9.2K
$463K
|
|
Nov 01, 2022
Q3 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 3.11% |
$69.5K - $69.7K
|
43.3K
$2.18M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 18.99% |
$75K - $75.2K
|
6.4K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.58K- 4.62% |
$78.7K - $78.9K
|
32.5K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.7K- 22.09% |
$85K - $85.2K
|
6K
$302K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 27.58% |
$85.2K - $85.4K
|
4.48K
$226K
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.8K- 1.19% |
$90.1K - $90.3K
|
150K
$7.56M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.84K- 2.24% |
$92.1K - $92.4K
|
80.3K
$4.05M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.92K- 8.42% |
$95.9K - $96.2K
|
20.9K
$1.05M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.94K- 18.52% |
$96.7K - $97K
|
8.51K
$429K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2K- 14.83% |
$99.9K - $100K
|
11.5K
$579K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 8.31% |
$110K - $110K
|
24.3K
$1.22M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.38K- 4.04% |
$119K - $119K
|
56.5K
$2.84M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.39K- 3.82% |
$119K - $120K
|
60K
$3.02M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.62K- 57.42% |
$131K - $131K
|
1.94K
$97.7K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.66K- 2.79% |
$133K - $133K
|
92.7K
$4.67M
|