Purchases and Sales Made in Q4 2020 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14M+ 78.14% |
$57.4M - $57.5M
|
2.59M
$131M
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
919K+ 19.5% |
$46.4M - $46.5M
|
5.63M
$285M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
702KNew |
$35.4M - $35.5M
|
702K
$35.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
456K+ 147.5% |
$23M - $23.1M
|
766K
$38.7M
|
|
|
Feb 08, 2021
Q4 2020
|
Sp Asset Management
|
BUY
|
- |
309K+ 27.13% |
$15.6M - $15.6M
|
1.45M
$73.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
210K+ 363.39% |
$10.6M - $10.6M
|
268K
$13.5M
|
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
193KNew |
$9.73M - $9.74M
|
193K
$9.73M
|
|
|
Mar 04, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
185KNew |
$9.34M - $9.35M
|
185K
$9.34M
|
|
|
Feb 16, 2021
Q4 2020
|
Mcdonald Partners LLC
|
BUY
|
- |
134KNew |
$6.75M - $6.76M
|
134K
$6.76M
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
133KNew |
$6.7M - $6.71M
|
133K
$6.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
129KNew |
$6.49M - $6.5M
|
129K
$6.5M
|
|
|
Jan 19, 2021
Q4 2020
|
Horizon Financial Services, LLC
|
BUY
|
- |
118KNew |
$5.98M - $5.99M
|
118K
$5.98M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
117K+ 64.21% |
$5.92M - $5.93M
|
300K
$15.1M
|
|
|
Feb 09, 2021
Q4 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
98.6K+ 2400.0% |
$4.98M - $4.99M
|
103K
$5.19M
|
|
|
Feb 12, 2021
Q4 2020
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
96.8KNew |
$4.89M - $4.9M
|
96.8K
$4.89M
|
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
89.6K+ 32.86% |
$4.53M - $4.53M
|
362K
$18.3M
|
|
|
Jan 11, 2021
Q4 2020
|
Chesley Taft & Associates LLC
|
BUY
|
- |
87.3K+ 104.04% |
$4.41M - $4.41M
|
171K
$8.64M
|
|
|
Feb 09, 2021
Q4 2020
|
Wiser Wealth Management, Inc
|
BUY
|
- |
85KNew |
$4.3M - $4.3M
|
85K
$4.3M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
83.4K+ 5.19% |
$4.21M - $4.22M
|
1.69M
$85.4M
|
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
79.4K+ 538.9% |
$4.01M - $4.01M
|
94.1K
$4.75M
|
|
|
Jan 11, 2021
Q4 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
75.8K+ 56.22% |
$3.83M - $3.83M
|
211K
$10.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
72K+ 321.78% |
$3.64M - $3.64M
|
94.4K
$4.77M
|
|
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
67.3KNew |
$3.4M - $3.4M
|
67.3K
$3.4M
|
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
66.2KNew |
$3.34M - $3.35M
|
66.2K
$3.34M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.3K+ 75.89% |
$3.15M - $3.15M
|
144K
$7.29M
|
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.6K+ 26.26% |
$3.06M - $3.06M
|
291K
$14.7M
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
59.7K+ 219.68% |
$3.01M - $3.02M
|
86.8K
$4.39M
|
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
BUY
|
- |
55.4K+ 33.07% |
$2.8M - $2.8M
|
223K
$11.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50.7KNew |
$2.56M - $2.57M
|
50.7K
$2.56M
|
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
49.6KNew |
$2.51M - $2.51M
|
49.6K
$2.51M
|
|
|
Feb 02, 2021
Q4 2020
|
Ahrens Investment Partners LLC
|
BUY
|
- |
49.6KNew |
$2.51M - $2.51M
|
49.6K
$2.51M
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
48.6K+ 58.43% |
$2.45M - $2.46M
|
132K
$6.65M
|
|
|
Jan 28, 2021
Q4 2020
|
Smith, Salley & Associates
|
BUY
|
- |
46.5K+ 20.55% |
$2.35M - $2.35M
|
273K
$13.8M
|
|
|
Feb 12, 2021
Q4 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
45.6K+ 253.57% |
$2.3M - $2.3M
|
63.5K
$3.21M
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.3K+ 6.37% |
$2.24M - $2.24M
|
740K
$37.4M
|
|
|
Feb 09, 2021
Q4 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
42.7K+ 235.29% |
$2.16M - $2.16M
|
60.8K
$3.07M
|
|
|
Feb 12, 2021
Q4 2020
|
Caz Investments LP
Houston, TX |
BUY
|
- |
42K+ 44.76% |
$2.12M - $2.13M
|
136K
$6.87M
|
|
|
Jan 27, 2021
Q4 2020
|
Retirement Planning Group
|
BUY
|
- |
37.2K+ 54.57% |
$1.88M - $1.88M
|
105K
$5.33M
|
|
|
Feb 17, 2021
Q4 2020
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
37.1K+ 266.19% |
$1.87M - $1.88M
|
51K
$2.58M
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
37.1KNew |
$1.87M - $1.87M
|
37.1K
$1.87M
|
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$1.86M - $1.87M
|
36.9K
$1.86M
|
|
|
Oct 18, 2024
Q4 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
36.5K+ 132.22% |
$1.84M - $1.84M
|
64.1K
$3.24M
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36K+ 6.84% |
$1.82M - $1.82M
|
562K
$28.4M
|
|
|
Feb 16, 2021
Q4 2020
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
34.1KNew |
$1.72M - $1.72M
|
34.1K
$1.72M
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 15.15% |
$1.69M - $1.69M
|
254K
$12.8M
|
|
|
Feb 12, 2021
Q4 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32.8K+ 69.58% |
$1.66M - $1.66M
|
79.9K
$4.04M
|
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
32.2K+ 113.3% |
$1.63M - $1.63M
|
60.7K
$3.07M
|
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
32.2K+ 11.42% |
$1.62M - $1.63M
|
314K
$15.8M
|
|
|
Feb 17, 2021
Q4 2020
|
Crestone Asset Management LLC
|
BUY
|
- |
29.7KNew |
$1.5M - $1.5M
|
29.7K
$1.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
29.5KNew |
$1.49M - $1.49M
|
29.5K
$1.49M
|