Purchases and Sales Made in Q3 2023 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q3 2023. 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 23, 2023
Q3 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
841KNew |
$42.1M - $42.4M
|
841K
$42.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
678K+ 4620.78% |
$33.9M - $34.1M
|
692K
$34.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
532K+ 88.07% |
$26.6M - $26.8M
|
1.14M
$57.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
425K+ 48.34% |
$21.3M - $21.4M
|
1.31M
$65.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
386K+ 29.52% |
$19.4M - $19.5M
|
1.7M
$85.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
372K+ 141.32% |
$18.6M - $18.7M
|
635K
$32M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
364K+ 109.91% |
$18.2M - $18.3M
|
695K
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
342K+ 51.72% |
$17.1M - $17.2M
|
1M
$50.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274K+ 6.67% |
$13.8M - $13.8M
|
4.39M
$221M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
267KNew |
$13.4M - $13.4M
|
267K
$13.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
258K+ 4.87% |
$12.9M - $13M
|
5.56M
$280M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
253K+ 722.8% |
$12.7M - $12.7M
|
287K
$14.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
241K+ 382.48% |
$12.1M - $12.1M
|
304K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
218K+ 746.27% |
$10.9M - $11M
|
247K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
187K+ 28.19% |
$9.38M - $9.44M
|
851K
$42.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
167KNew |
$8.38M - $8.43M
|
167K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
156KNew |
$7.83M - $7.87M
|
156K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
151KNew |
$7.59M - $7.63M
|
151K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 10.92% |
$6.63M - $6.67M
|
1.34M
$67.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130KNew |
$6.54M - $6.57M
|
130K
$6.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
119KNew |
$5.97M - $6.01M
|
119K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
112K+ 508.02% |
$5.62M - $5.65M
|
134K
$6.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
88.3KNew |
$4.43M - $4.45M
|
88.3K
$4.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81.3KNew |
$4.07M - $4.09M
|
81.3K
$4.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
72.9KNew |
$3.65M - $3.67M
|
72.9K
$3.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
62.7K+ 45.91% |
$3.14M - $3.16M
|
199K
$10M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
62.3K+ 1010.61% |
$3.12M - $3.14M
|
68.5K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.4K+ 0.45% |
$2.67M - $2.69M
|
11.9M
$598M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.3K+ 15.92% |
$2.32M - $2.33M
|
337K
$17M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44K+ 416.65% |
$2.2M - $2.22M
|
54.5K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.9K+ 21.16% |
$1.75M - $1.76M
|
200K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34K+ 9.54% |
$1.7M - $1.71M
|
390K
$19.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32.6K+ 16.91% |
$1.63M - $1.64M
|
225K
$11.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
31.2K+ 31.21% |
$1.57M - $1.57M
|
131K
$6.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
30.9K+ 6.43% |
$1.55M - $1.56M
|
512K
$25.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
30.9KNew |
$1.55M - $1.55M
|
30.9K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.6K+ 167.11% |
$1.53M - $1.54M
|
48.8K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
29.7KNew |
$1.49M - $1.5M
|
29.7K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 122.85% |
$1.48M - $1.49M
|
53.6K
$2.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
29.1K+ 4.51% |
$1.46M - $1.47M
|
676K
$34M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27.9K+ 145.53% |
$1.4M - $1.41M
|
47.1K
$2.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.2K+ 50.24% |
$1.36M - $1.37M
|
81.4K
$4.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
26.6K+ 15.31% |
$1.33M - $1.34M
|
200K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25.6K+ 133.89% |
$1.28M - $1.29M
|
44.8K
$2.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
24.6K+ 15.78% |
$1.23M - $1.24M
|
181K
$9.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
22.8K+ 6.58% |
$1.14M - $1.15M
|
370K
$18.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22.6KNew |
$1.13M - $1.14M
|
22.6K
$1.14M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.8K+ 141.76% |
$890K - $896K
|
30.3K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
16.4K+ 294.17% |
$822K - $826K
|
22K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
15.5KNew |
$777K - $782K
|
15.5K
$782K
|