Purchases and Sales Made in Q3 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q3 2024. 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 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
680+ 0.55% |
$34.2K - $34.5K
|
125K
$6.27M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
670+ 1.33% |
$33.7K - $34K
|
51K
$2.57M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
637+ 0.41% |
$32.1K - $32.3K
|
157K
$7.93M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
561+ 1.13% |
$28.2K - $28.5K
|
50.3K
$2.53M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
495+ 3.89% |
$24.9K - $25.1K
|
13.2K
$665K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
495+ 8.12% |
$24.9K - $25.1K
|
6.59K
$332K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
492+ 3.89% |
$24.8K - $25K
|
13.1K
$662K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
480+ 5.72% |
$24.2K - $24.4K
|
8.87K
$447K
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
478+ 4.74% |
$24.1K - $24.3K
|
10.6K
$532K
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
461+ 1.13% |
$23.2K - $23.4K
|
41.3K
$2.08M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
409+ 7.51% |
$20.6K - $20.8K
|
5.85K
$295K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
399+ 158.96% |
$20.1K - $20.2K
|
650
$32.7K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
306New |
$15.4K - $15.5K
|
306
$15.4K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
291+ 4.01% |
$14.6K - $14.8K
|
7.55K
$381K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
288+ 1.33% |
$14.5K - $14.6K
|
21.9K
$1.11M
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
177+ 1.69% |
$8.91K - $8.98K
|
10.7K
$538K
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
164+ 1.66% |
$8.25K - $8.32K
|
10K
$505K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
158+ 1.41% |
$7.95K - $8.02K
|
11.3K
$572K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
155+ 1.4% |
$7.8K - $7.87K
|
11.2K
$565K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$6.29K - $6.34K
|
125
$6.3K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$6.04K - $6.09K
|
120
$6.05K
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 0.25% |
$5.94K - $5.99K
|
47.8K
$2.41M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
110+ 1.34% |
$5.54K - $5.58K
|
8.33K
$419K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
100+ 1.46% |
$5.03K - $5.08K
|
6.97K
$351K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
87+ 1.16% |
$4.38K - $4.42K
|
7.6K
$383K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
45New |
$2.26K - $2.28K
|
45
$2.27K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
38+ 0.99% |
$1.91K - $1.93K
|
3.89K
$196K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
37+ 0.56% |
$1.86K - $1.88K
|
6.66K
$335K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.15% |
$1.51K - $1.52K
|
20.5K
$1.03M
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
17+ 0.15% |
$855 - $863
|
11.5K
$581K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 0.0% |
$704 - $711
|
288K
$14.5M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 1.29% |
$403 - $406
|
626
$31.5K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.36% |
$403 - $406
|
598
$30.1K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6New |
$302 - $305
|
6
$302
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 3.88% |
$252 - $254
|
134
$6.75K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.3 - $50.8
|
1
$50.4
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.19% |
$50.3 - $50.8
|
524
$26.4K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-14- 0.11% |
$704 - $711
|
12.2K
$615K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 1.19% |
$704 - $711
|
1.16K
$58.3K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.21% |
$1.46K - $1.47K
|
13.7K
$691K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-36- 3.51% |
$1.81K - $1.83K
|
990
$49.9K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-41- 0.12% |
$2.06K - $2.08K
|
35.3K
$1.78M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-95- 1.99% |
$4.78K - $4.82K
|
4.67K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-116- 0.51% |
$5.84K - $5.89K
|
22.7K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-125- 3.73% |
$6.29K - $6.34K
|
3.23K
$163K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 1.04% |
$7.55K - $7.61K
|
14.3K
$719K
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-170- 2.6% |
$8.55K - $8.63K
|
6.36K
$320K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 5.56% |
$9.16K - $9.24K
|
3.09K
$156K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-183- 1.83% |
$9.21K - $9.29K
|
9.79K
$493K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-198- 0.79% |
$9.96K - $10K
|
24.8K
$1.25M
|