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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
407New |
$20.3K - $20.4K
|
407
$20.5K
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
400+ 6.15% |
$19.9K - $20K
|
6.9K
$348K
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
377+ 2.06% |
$18.8K - $18.9K
|
18.7K
$942K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
365+ 1.55% |
$18.2K - $18.3K
|
23.9K
$1.2M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350New |
$17.5K - $17.5K
|
350
$17.6K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
315+ 0.28% |
$15.7K - $15.8K
|
114K
$5.77M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
301+ 1.52% |
$15K - $15.1K
|
20.2K
$1.02M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 4.85% |
$12.5K - $12.5K
|
5.4K
$272K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
225+ 2.15% |
$11.2K - $11.3K
|
10.7K
$540K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
200+ 1.0% |
$9.97K - $10K
|
20.2K
$1.02M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
189+ 3.34% |
$9.42K - $9.47K
|
5.85K
$295K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
159+ 1.45% |
$7.93K - $7.96K
|
11.1K
$559K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
150+ 7.73% |
$7.48K - $7.51K
|
2.09K
$105K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
125New |
$6.23K - $6.26K
|
125
$6.3K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
123+ 0.96% |
$6.13K - $6.16K
|
12.9K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
120+ 0.92% |
$5.98K - $6.01K
|
13.1K
$661K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
88+ 88.0% |
$4.39K - $4.41K
|
188
$9.47K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
66+ 0.09% |
$3.29K - $3.31K
|
77.6K
$3.91M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.48% |
$1.84K - $1.85K
|
7.83K
$394K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.99% |
$1.75K - $1.75K
|
3.55K
$179K
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
25+ 0.28% |
$1.25K - $1.25K
|
9K
$453K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 0.1% |
$1.25K - $1.25K
|
24.4K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 0.72% |
$1.2K - $1.2K
|
3.36K
$169K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.41% |
$1.05K - $1.05K
|
5.11K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.07% |
$299 - $301
|
8.82K
$444K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6- 0.06% |
$299 - $301
|
9.46K
$477K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 1.66% |
$1.05K - $1.05K
|
1.24K
$62.5K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-33- 0.66% |
$1.65K - $1.65K
|
5K
$252K
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-33- 0.66% |
$1.65K - $1.65K
|
5K
$252K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-49- 1.88% |
$2.44K - $2.45K
|
2.56K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-60- 0.45% |
$2.99K - $3.01K
|
13.2K
$666K
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-72- 1.56% |
$3.59K - $3.61K
|
4.56K
$230K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-82- 0.25% |
$4.09K - $4.11K
|
32.3K
$1.63M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-90- 0.96% |
$4.49K - $4.51K
|
9.28K
$468K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-92- 0.99% |
$4.59K - $4.61K
|
9.24K
$465K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-100- 14.47% |
$4.99K - $5.01K
|
591
$29.8K
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-110- 0.1% |
$5.48K - $5.51K
|
105K
$5.29M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-130- 2.53% |
$6.48K - $6.51K
|
5.01K
$253K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-140- 0.49% |
$6.98K - $7.01K
|
28.4K
$1.43M
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-142- 0.13% |
$7.08K - $7.11K
|
110K
$5.53M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 0.11% |
$7.48K - $7.51K
|
132K
$6.63M
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-154- 0.7% |
$7.68K - $7.71K
|
21.8K
$1.1M
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-186- 0.15% |
$9.27K - $9.32K
|
127K
$6.42M
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-192- 3.68% |
$9.57K - $9.62K
|
5.02K
$253K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-219- 2.01% |
$10.9K - $11K
|
10.7K
$539K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-219- 1.01% |
$10.9K - $11K
|
21.4K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-228- 2.48% |
$11.4K - $11.4K
|
8.97K
$452K
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-231- 2.4% |
$11.5K - $11.6K
|
9.4K
$473K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-240- 3.15% |
$12K - $12K
|
7.38K
$372K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-263- 8.56% |
$13.1K - $13.2K
|
2.81K
$142K
|