Purchases and Sales Made in Q4 2023 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2023. 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 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.17KNew |
$310K - $311K
|
6.17K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.02K+ 448.47% |
$302K - $304K
|
7.37K
$371K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6K+ 63.33% |
$301K - $303K
|
15.5K
$780K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.49K+ 44.39% |
$275K - $277K
|
17.9K
$900K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
5.45K+ 5.64% |
$273K - $275K
|
102K
$5.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.36K+ 2.77% |
$269K - $271K
|
199K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.12K+ 3.93% |
$257K - $259K
|
136K
$6.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.73KNew |
$237K - $239K
|
4.73K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.71K+ 14.84% |
$236K - $238K
|
36.4K
$1.83M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.47K+ 9.15% |
$224K - $226K
|
53.3K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4.35KNew |
$218K - $220K
|
4.35K
$219K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
4.3KNew |
$216K - $217K
|
4.3K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.26KNew |
$214K - $215K
|
4.26K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$201K - $202K
|
4.01K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
4K+ 7.92% |
$201K - $202K
|
54.5K
$2.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.99K+ 48.91% |
$200K - $202K
|
12.2K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.83K+ 14.14% |
$192K - $193K
|
30.9K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.82K+ 50.6% |
$192K - $193K
|
11.4K
$573K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.64K+ 5.02% |
$183K - $184K
|
76.2K
$3.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.58K+ 17.87% |
$180K - $181K
|
23.6K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.57KNew |
$179K - $180K
|
3.57K
$180K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.48K+ 30.24% |
$174K - $175K
|
15K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35K+ 6.84% |
$168K - $169K
|
52.4K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.25K+ 17.01% |
$163K - $164K
|
22.3K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.06K+ 7.97% |
$154K - $155K
|
41.5K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.75KNew |
$138K - $139K
|
2.75K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.74K+ 3.45% |
$137K - $138K
|
82.2K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 100.0% |
$125K - $126K
|
5K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.23K+ 17.03% |
$112K - $113K
|
15.3K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 7.75% |
$110K - $111K
|
30.6K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 1.09% |
$110K - $110K
|
202K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.18K+ 3.54% |
$109K - $110K
|
63.7K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
2.16K+ 13.54% |
$108K - $109K
|
18.1K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.02K+ 13.36% |
$101K - $102K
|
17.1K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.96K+ 15.55% |
$98.2K - $98.7K
|
14.5K
$732K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.92K+ 3.38% |
$96.3K - $96.9K
|
58.6K
$2.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.9KNew |
$95.3K - $95.9K
|
1.9K
$95.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.74K+ 4.62% |
$87.1K - $87.6K
|
39.3K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.73K+ 2.74% |
$86.7K - $87.2K
|
64.8K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.72K+ 4.28% |
$86.4K - $86.9K
|
41.9K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.69K+ 2.47% |
$85K - $85.5K
|
70.2K
$3.53M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.55KNew |
$77.7K - $78.2K
|
1.55K
$78K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.5K+ 9.32% |
$75.3K - $75.7K
|
17.6K
$887K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.46K+ 1.57% |
$73.3K - $73.7K
|
94.4K
$4.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.39K+ 1.07% |
$70K - $70.4K
|
132K
$6.65M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.33KNew |
$66.5K - $66.9K
|
1.33K
$66.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.32K+ 1.89% |
$66.3K - $66.7K
|
71.1K
$3.58M
|