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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.97K+ 3.35% |
$251K - $251K
|
153K
$7.73M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.96KNew |
$250K - $251K
|
4.96K
$251K
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.95K+ 19.81% |
$250K - $251K
|
30K
$1.51M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.95K+ 1195.65% |
$250K - $250K
|
5.36K
$271K
|
|
Feb 08, 2021
Q4 2020
|
Portland Global Advisors LLC
|
BUY
|
- |
4.95KNew |
$250K - $250K
|
4.95K
$250K
|
|
Mar 05, 2021
Q4 2020
|
Patron Partners, LLC
|
BUY
|
- |
4.92KNew |
$248K - $249K
|
4.92K
$248K
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.79KNew |
$242K - $242K
|
4.79K
$242K
|
|
Jan 29, 2021
Q4 2020
|
New England Professional Planning Group Inc.
|
BUY
|
- |
4.64KNew |
$234K - $235K
|
4.64K
$234K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.6KNew |
$232K - $232K
|
4.6K
$232K
|
|
Jan 28, 2021
Q4 2020
|
Wealth Architects, LLC
|
BUY
|
- |
4.43KNew |
$224K - $224K
|
4.43K
$224K
|
|
Jan 27, 2021
Q4 2020
|
Dearborn Partners LLC
|
BUY
|
- |
4.38KNew |
$221K - $221K
|
4.38K
$221K
|
|
Feb 11, 2021
Q4 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.07K+ 19.34% |
$206K - $206K
|
25.1K
$1.27M
|
|
Jan 19, 2021
Q4 2020
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.76K+ 4.86% |
$190K - $190K
|
81.1K
$4.1M
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.72K+ 25.27% |
$188K - $188K
|
18.5K
$932K
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.72KNew |
$188K - $188K
|
3.72K
$188K
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.65K+ 6.88% |
$184K - $185K
|
56.7K
$2.86M
|
|
Jan 25, 2021
Q4 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.29K+ 10.51% |
$166K - $166K
|
34.6K
$1.75M
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.29KNew |
$166K - $166K
|
3.29K
$166K
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
BUY
|
- |
3.1K+ 5.13% |
$157K - $157K
|
63.5K
$3.21M
|
|
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.08K+ 14.33% |
$155K - $156K
|
24.5K
$1.24M
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.97KNew |
$150K - $150K
|
2.97K
$150K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.95K+ 148.89% |
$149K - $149K
|
4.93K
$249K
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.85K+ 67.71% |
$144K - $144K
|
7.06K
$357K
|
|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.81KNew |
$142K - $142K
|
2.81K
$142K
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
BUY
|
- |
2.77K+ 27.98% |
$140K - $140K
|
12.7K
$639K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
2.46K+ 1227.5% |
$124K - $124K
|
2.66K
$134K
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 14.83% |
$102K - $102K
|
15.6K
$786K
|
|
Feb 03, 2021
Q4 2020
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.97K+ 20.28% |
$99.4K - $99.5K
|
11.7K
$590K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 139.25% |
$92.3K - $92.4K
|
3.14K
$159K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.7K+ 2.07% |
$85.8K - $85.9K
|
83.6K
$4.22M
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.56K+ 10.83% |
$78.6K - $78.7K
|
15.9K
$804K
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.51KNew |
$76.3K - $76.4K
|
1.51K
$76.3K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.41K+ 15.12% |
$71.2K - $71.3K
|
10.7K
$542K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
1.05KNew |
$52.9K - $52.9K
|
1.05K
$52.9K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
964+ 14.24% |
$48.7K - $48.7K
|
7.73K
$391K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
848+ 21.09% |
$42.8K - $42.9K
|
4.87K
$246K
|
|
Feb 12, 2021
Q4 2020
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
789New |
$39.9K - $39.9K
|
789
$39.9K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
781New |
$39.4K - $39.5K
|
781
$39.5K
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
777+ 41.37% |
$39.2K - $39.3K
|
2.66K
$134K
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
743New |
$37.5K - $37.6K
|
743
$37.5K
|
|
Feb 02, 2021
Q4 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
675+ 3.13% |
$34.1K - $34.1K
|
22.3K
$1.12M
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
670New |
$33.8K - $33.9K
|
670
$33.8K
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
608+ 17.8% |
$30.7K - $30.7K
|
4.02K
$203K
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
BUY
|
- |
550+ 10.05% |
$27.8K - $27.8K
|
6.03K
$304K
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
522+ 0.82% |
$26.4K - $26.4K
|
64.1K
$3.24M
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
500New |
$25.3K - $25.3K
|
500
$25.3K
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
383+ 8.97% |
$19.3K - $19.4K
|
4.65K
$235K
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
324New |
$16.4K - $16.4K
|
324
$16.4K
|
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
185+ 119.35% |
$9.34K - $9.36K
|
340
$17.2K
|
|
Dec 19, 2023
Q4 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
180New |
$9.09K - $9.1K
|
180
$9.09K
|