Purchases and Sales Made in Q4 2022 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
3.36K+ 14.25% |
$168K - $168K
|
26.9K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.35K+ 32.85% |
$167K - $168K
|
13.5K
$682K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 4.79% |
$156K - $157K
|
68.4K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3K+ 1604.28% |
$150K - $150K
|
3.19K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$147K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.88K+ 1.58% |
$144K - $144K
|
185K
$9.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.65K+ 30.72% |
$132K - $133K
|
11.3K
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.62KNew |
$131K - $131K
|
2.62K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.33K+ 6.11% |
$116K - $117K
|
40.5K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.26K+ 1.29% |
$113K - $113K
|
177K
$8.91M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.2K+ 5.22% |
$110K - $110K
|
44.4K
$2.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
2.14K+ 7.7% |
$107K - $107K
|
29.9K
$1.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 6.63% |
$102K - $103K
|
33K
$1.66M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.01KNew |
$100K - $101K
|
2.01K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.94KNew |
$96.6K - $97.1K
|
1.94K
$97.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.93K+ 37.39% |
$96K - $96.4K
|
7.07K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.86K+ 351.7% |
$92.6K - $93K
|
2.39K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.85KNew |
$92.2K - $92.7K
|
1.85K
$93.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 23.12% |
$90.6K - $91K
|
9.68K
$488K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.77K+ 14.09% |
$88.2K - $88.6K
|
14.3K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.74KNew |
$86.5K - $86.9K
|
1.74K
$87.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
1.73K+ 12.61% |
$86.2K - $86.6K
|
15.4K
$778K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$85.9K - $86.3K
|
1.72K
$86.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67KNew |
$83.2K - $83.6K
|
1.67K
$84K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.65KNew |
$82K - $82.4K
|
1.65K
$82.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
1.58K+ 0.17% |
$78.6K - $79K
|
950K
$47.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.56K+ 3.08% |
$77.9K - $78.2K
|
52.3K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 24.2% |
$77.5K - $77.9K
|
7.98K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 27.82% |
$75.9K - $76.2K
|
6.99K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.3K+ 96.3% |
$64.8K - $65.1K
|
2.65K
$134K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25KNew |
$62.4K - $62.7K
|
1.25K
$63K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$59.8K - $60.1K
|
1.2K
$60.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.2K+ 1.37% |
$59.6K - $59.9K
|
88.5K
$4.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.13K+ 15.18% |
$56.4K - $56.7K
|
8.58K
$432K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.09K+ 8.96% |
$54.2K - $54.4K
|
13.2K
$666K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
988+ 0.92% |
$49.3K - $49.5K
|
108K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
947New |
$47.2K - $47.4K
|
947
$47.7K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
944+ 2.77% |
$47.1K - $47.3K
|
35K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
940New |
$46.9K - $47.1K
|
940
$47.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
832+ 4.59% |
$41.5K - $41.7K
|
19K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
748+ 3.83% |
$37.3K - $37.5K
|
20.3K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
670+ 14.7% |
$33.4K - $33.6K
|
5.23K
$263K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.2K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
594+ 1.31% |
$29.6K - $29.8K
|
46K
$2.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
568+ 0.63% |
$28.3K - $28.5K
|
90.8K
$4.57M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
495+ 11.24% |
$24.7K - $24.8K
|
4.9K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
480New |
$23.9K - $24K
|
480
$24.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
413+ 0.9% |
$20.6K - $20.7K
|
46.4K
$2.34M
|