Purchases and Sales Made in Q4 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2024. 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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.43M+ 4423.01% |
$122M - $123M
|
2.48M
$126M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.49MNew |
$74.9M - $75.4M
|
1.49M
$75.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.35M+ 161.38% |
$67.8M - $68.2M
|
2.18M
$110M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.15MNew |
$57.9M - $58.3M
|
1.15M
$58.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
580K+ 9125.67% |
$29.2M - $29.4M
|
586K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411K+ 12.72% |
$20.7M - $20.8M
|
3.64M
$184M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
404KNew |
$20.3M - $20.5M
|
404K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
335KNew |
$16.8M - $17M
|
335K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
236K+ 15.03% |
$11.9M - $11.9M
|
1.8M
$91.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
201K+ 421.77% |
$10.1M - $10.2M
|
249K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
181K+ 38.66% |
$9.13M - $9.19M
|
650K
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
165K+ 124.3% |
$8.32M - $8.37M
|
298K
$15.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162K+ 7.13% |
$8.18M - $8.23M
|
2.44M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
159K+ 5.23% |
$8.02M - $8.08M
|
3.2M
$162M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 156.75% |
$7.17M - $7.22M
|
233K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
122KNew |
$6.15M - $6.19M
|
122K
$6.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
119K+ 380.08% |
$5.97M - $6.01M
|
150K
$7.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
99.7KNew |
$5.02M - $5.06M
|
99.7K
$5.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
98.7KNew |
$4.97M - $5M
|
98.7K
$5M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
96.6KNew |
$4.86M - $4.9M
|
96.6K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
94.9KNew |
$4.78M - $4.81M
|
94.9K
$4.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
87.9KNew |
$4.43M - $4.46M
|
87.9K
$4.45M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
85.5K+ 339.9% |
$4.3M - $4.33M
|
111K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
71.8K+ 81.36% |
$3.62M - $3.64M
|
160K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
68.7K+ 167.91% |
$3.46M - $3.48M
|
110K
$5.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
66.1KNew |
$3.33M - $3.35M
|
66.1K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
65.6K+ 41.67% |
$3.3M - $3.33M
|
223K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
62.8K+ 29.07% |
$3.16M - $3.18M
|
279K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
59.7K+ 273.83% |
$3.01M - $3.03M
|
81.5K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
56.7KNew |
$2.85M - $2.87M
|
56.7K
$2.87M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
56KNew |
$2.82M - $2.84M
|
56K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.2K+ 3.32% |
$2.78M - $2.8M
|
1.71M
$86.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.4K+ 162.46% |
$2.74M - $2.76M
|
87.9K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
51.9KNew |
$2.61M - $2.63M
|
51.9K
$2.62M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
50KNew |
$2.52M - $2.53M
|
50K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.9K+ 27.39% |
$2.41M - $2.43M
|
223K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47.9K+ 29.08% |
$2.41M - $2.43M
|
212K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.9K+ 22.3% |
$2.31M - $2.33M
|
252K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.4K+ 127.52% |
$2.18M - $2.2M
|
77.4K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
42.2K+ 116.77% |
$2.13M - $2.14M
|
78.4K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41.8KNew |
$2.1M - $2.12M
|
41.8K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.3K+ 23.15% |
$2.08M - $2.1M
|
220K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
41.3K+ 247.2% |
$2.08M - $2.09M
|
58K
$2.94M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
37.8KNew |
$1.9M - $1.91M
|
37.8K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
37.5K+ 1.7% |
$1.89M - $1.9M
|
2.24M
$113M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
36.8K+ 33.49% |
$1.86M - $1.87M
|
147K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
36.3KNew |
$1.83M - $1.84M
|
36.3K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.9K+ 34.29% |
$1.81M - $1.82M
|
141K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
35.2K+ 4.46% |
$1.77M - $1.79M
|
826K
$41.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.7K+ 63.72% |
$1.7M - $1.71M
|
86.7K
$4.39M
|