Purchases and Sales Made in Q4 2021 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2021. 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 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.9KNew |
$499K - $500K
|
9.9K
$499K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
9.11KNew |
$459K - $460K
|
9.11K
$459K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.91K+ 33.63% |
$449K - $450K
|
35.4K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$448K - $449K
|
8.9K
$448K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.74KNew |
$440K - $441K
|
8.74K
$440K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.67KNew |
$436K - $438K
|
8.67K
$437K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.63KNew |
$434K - $436K
|
8.63K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.61K+ 4.7% |
$434K - $435K
|
192K
$9.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.44K+ 44394.74% |
$425K - $426K
|
8.45K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.08K+ 61.81% |
$407K - $408K
|
21.1K
$1.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.55KNew |
$380K - $381K
|
7.55K
$381K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.44K+ 147.37% |
$375K - $376K
|
12.5K
$629K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
7KNew |
$353K - $353K
|
7K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.99KNew |
$352K - $353K
|
6.99K
$352K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
6.6KNew |
$332K - $333K
|
6.6K
$333K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
6.2K+ 2.61% |
$312K - $313K
|
244K
$12.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5.88KNew |
$296K - $297K
|
5.88K
$296K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$296K - $296K
|
5.87K
$296K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
5.71K+ 12.35% |
$287K - $288K
|
51.9K
$2.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.6K+ 118.92% |
$282K - $282K
|
10.3K
$519K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.55KNew |
$280K - $280K
|
5.55K
$280K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.52K+ 5.56% |
$278K - $279K
|
105K
$5.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.27K+ 11.26% |
$265K - $266K
|
52.1K
$2.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.15KNew |
$259K - $260K
|
5.15K
$259K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.04K+ 3.71% |
$254K - $254K
|
141K
$7.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.92K+ 16.32% |
$248K - $248K
|
35K
$1.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
4.75K+ 78.6% |
$239K - $240K
|
10.8K
$544K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.65KNew |
$234K - $235K
|
4.65K
$234K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4.47K+ 49.63% |
$225K - $225K
|
13.5K
$678K
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.4KNew |
$222K - $222K
|
4.4K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
4.29KNew |
$216K - $217K
|
4.29K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.11K+ 10.05% |
$207K - $208K
|
45K
$2.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.07K+ 13.21% |
$205K - $206K
|
34.9K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.06KNew |
$205K - $205K
|
4.06K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4K+ 15.02% |
$201K - $202K
|
30.6K
$1.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.99KNew |
$201K - $202K
|
3.99K
$201K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.99KNew |
$201K - $201K
|
3.99K
$201K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.61K+ 6.56% |
$182K - $182K
|
58.6K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.56K+ 5.5% |
$179K - $180K
|
68.3K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.54KNew |
$178K - $179K
|
3.54K
$178K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.49KNew |
$176K - $176K
|
3.49K
$176K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.45K+ 45.65% |
$174K - $174K
|
11K
$555K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.33K+ 11.3% |
$168K - $168K
|
32.8K
$1.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
3.24K+ 8.87% |
$163K - $164K
|
39.8K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.16K+ 5.89% |
$159K - $160K
|
56.9K
$2.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.93K+ 1.42% |
$147K - $148K
|
209K
$10.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.87K+ 53.41% |
$144K - $145K
|
8.23K
$415K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2.83K+ 1.82% |
$142K - $143K
|
158K
$7.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.73K+ 3.69% |
$137K - $138K
|
76.7K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.66K+ 3.09% |
$134K - $134K
|
88.9K
$4.48M
|