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
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.76K+ 4.71% |
$87.9K - $88.4K
|
39K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.68KNew |
$84.2K - $84.7K
|
1.68K
$84.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.59K+ 30.51% |
$79.5K - $79.9K
|
6.78K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.57K+ 0.19% |
$78.5K - $78.9K
|
838K
$42.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.55K+ 14.32% |
$77.6K - $78.1K
|
12.4K
$623K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.53K+ 20.45% |
$76.4K - $76.8K
|
8.98K
$453K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.45K+ 16.73% |
$72.4K - $72.9K
|
10.1K
$508K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.41K+ 4.37% |
$70.7K - $71.2K
|
33.7K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.36K+ 1.02% |
$68.1K - $68.5K
|
134K
$6.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.35K+ 8.39% |
$67.7K - $68.1K
|
17.5K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 3.46% |
$67.5K - $67.9K
|
40.2K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.34K+ 4.41% |
$67.1K - $67.5K
|
31.7K
$1.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.3K+ 15.9% |
$65.1K - $65.5K
|
9.48K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.2K+ 26.09% |
$60.1K - $60.5K
|
5.8K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 47.75% |
$57.9K - $58.2K
|
3.57K
$180K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.14K+ 2.96% |
$57.3K - $57.6K
|
39.8K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.12K+ 7.4% |
$56.1K - $56.4K
|
16.3K
$819K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
966+ 93.42% |
$48.4K - $48.7K
|
2K
$101K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
952+ 15.96% |
$47.7K - $48K
|
6.92K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
881+ 5.86% |
$44.1K - $44.4K
|
15.9K
$802K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
858+ 5.01% |
$43K - $43.2K
|
18K
$906K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
802+ 14.97% |
$40.2K - $40.4K
|
6.16K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
681+ 0.32% |
$34.1K - $34.3K
|
215K
$10.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
641+ 1.27% |
$32.1K - $32.3K
|
51.3K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
616+ 6.59% |
$30.9K - $31K
|
9.97K
$502K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
578+ 1.46% |
$29K - $29.1K
|
40.2K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
544+ 0.69% |
$27.3K - $27.4K
|
79.4K
$4M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
516+ 12.87% |
$25.9K - $26K
|
4.52K
$228K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
487+ 13.06% |
$24.4K - $24.5K
|
4.22K
$212K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
423+ 0.26% |
$21.2K - $21.3K
|
164K
$8.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
421+ 0.87% |
$21.1K - $21.2K
|
48.6K
$2.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
400+ 4.29% |
$20K - $20.2K
|
9.73K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
381+ 1.31% |
$19.1K - $19.2K
|
29.5K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
363+ 26.1% |
$18.2K - $18.3K
|
1.75K
$88.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
326+ 4.77% |
$16.3K - $16.4K
|
7.15K
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
317+ 1.55% |
$15.9K - $16K
|
20.7K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
297+ 0.17% |
$14.9K - $15K
|
171K
$8.64M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
275+ 3.3% |
$13.8K - $13.9K
|
8.6K
$433K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
260+ 1.26% |
$13K - $13.1K
|
20.8K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
234+ 2.26% |
$11.7K - $11.8K
|
10.6K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
222+ 1.83% |
$11.1K - $11.2K
|
12.4K
$624K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
219New |
$11K - $11K
|
219
$11K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
215+ 2.1% |
$10.8K - $10.8K
|
10.5K
$527K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
201+ 0.13% |
$10.1K - $10.1K
|
150K
$7.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
198New |
$9.92K - $9.98K
|
198
$9.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
171+ 1.27% |
$8.57K - $8.62K
|
13.7K
$688K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
150+ 1.96% |
$7.52K - $7.56K
|
7.8K
$393K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.01K - $5.04K
|
100
$5.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
99+ 1.16% |
$4.96K - $4.99K
|
8.6K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97+ 1.04% |
$4.86K - $4.89K
|
9.39K
$473K
|