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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-578- 8.1% |
$29K - $29.1K
|
6.56K
$331K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-612- 5.04% |
$30.7K - $30.8K
|
11.5K
$580K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-620- 0.29% |
$31.1K - $31.2K
|
217K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-622- 0.84% |
$31.2K - $31.3K
|
73K
$3.68M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-649- 1.27% |
$32.5K - $32.7K
|
50.5K
$2.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-660- 1.04% |
$33.1K - $33.3K
|
63.1K
$3.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-756- 14.54% |
$37.9K - $38.1K
|
4.44K
$224K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-774- 4.78% |
$38.8K - $39K
|
15.4K
$776K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-866- 9.81% |
$43.4K - $43.6K
|
7.96K
$401K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-918- 4.16% |
$46K - $46.3K
|
21.1K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-923- 58.68% |
$46.2K - $46.5K
|
650
$32.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-956- 4.3% |
$47.9K - $48.2K
|
21.3K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-975- 1.56% |
$48.8K - $49.1K
|
61.6K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-983- 2.55% |
$49.2K - $49.5K
|
37.6K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.06K- 14.28% |
$53.1K - $53.4K
|
6.36K
$320K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 0.97% |
$58.4K - $58.8K
|
119K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.34K- 2.51% |
$67.2K - $67.6K
|
52K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.35K- 5.39% |
$67.6K - $68K
|
23.7K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.38K- 10.57% |
$69.1K - $69.5K
|
11.7K
$588K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.41K- 0.19% |
$70.5K - $70.9K
|
745K
$37.5M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 1.77% |
$75.4K - $75.8K
|
83.4K
$4.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.51K- 6.26% |
$75.4K - $75.8K
|
22.6K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.83K- 18.32% |
$91.8K - $92.3K
|
8.17K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 8.07% |
$99.2K - $99.8K
|
22.6K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2.2K- 12.02% |
$110K - $111K
|
16.1K
$811K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.24K- 10.5% |
$112K - $113K
|
19.1K
$961K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.26K- 7.06% |
$113K - $114K
|
29.7K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.3K- 7.09% |
$115K - $116K
|
30.2K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.38K- 15.87% |
$119K - $120K
|
12.6K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.42K- 5.42% |
$121K - $122K
|
42.2K
$2.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.43K- 18.31% |
$122K - $123K
|
10.9K
$547K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.45K- 5.05% |
$123K - $123K
|
46.1K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.49K- 17.33% |
$125K - $125K
|
11.9K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.51K- 3.47% |
$126K - $126K
|
69.7K
$3.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-2.63K- 21.72% |
$132K - $133K
|
9.49K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-2.75K- 7.9% |
$138K - $139K
|
32.1K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.78K- 3.34% |
$139K - $140K
|
80.2K
$4.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.84K- 3.21% |
$142K - $143K
|
85.5K
$4.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.96K- 9.42% |
$148K - $149K
|
28.4K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.12K- 4.28% |
$156K - $157K
|
69.8K
$3.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.23K- 18.61% |
$162K - $163K
|
14.1K
$711K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.7K- 5.91% |
$185K - $186K
|
58.8K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 3.51% |
$191K - $192K
|
105K
$5.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.83K- 4.63% |
$192K - $193K
|
78.7K
$3.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.18K- 15.66% |
$210K - $211K
|
22.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.34K- 7.57% |
$218K - $219K
|
53.1K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.38K- 76.55% |
$220K - $221K
|
1.34K
$67.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.43K- 3.48% |
$222K - $223K
|
123K
$6.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
SELL
|
- |
-4.45K- 9.39% |
$223K - $224K
|
42.9K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.56K- 26.61% |
$228K - $230K
|
12.6K
$634K
|