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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 50.0% |
$25.2K - $25.3K
|
1.5K
$76K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
465New |
$23.4K - $23.6K
|
465
$23.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
432+ 1.16% |
$21.8K - $21.9K
|
37.5K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
404+ 1.47% |
$20.3K - $20.5K
|
27.8K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
404New |
$20.3K - $20.5K
|
404
$20.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
373+ 1.7% |
$18.8K - $18.9K
|
22.3K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
272+ 2.54% |
$13.7K - $13.8K
|
11K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
268+ 0.94% |
$13.5K - $13.6K
|
28.7K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
246+ 1.93% |
$12.4K - $12.5K
|
13K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
241+ 2.45% |
$12.1K - $12.2K
|
10.1K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
230+ 21.46% |
$11.6K - $11.7K
|
1.3K
$66K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
203+ 2.5% |
$10.2K - $10.3K
|
8.33K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
190+ 2.73% |
$9.57K - $9.63K
|
7.16K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
167+ 2.93% |
$8.41K - $8.47K
|
5.87K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 0.28% |
$7.15K - $7.2K
|
51.2K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
141+ 1.69% |
$7.1K - $7.15K
|
8.47K
$429K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
134+ 1.14% |
$6.75K - $6.79K
|
11.9K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
121+ 0.16% |
$6.09K - $6.13K
|
74.9K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
114+ 2.68% |
$5.74K - $5.78K
|
4.36K
$221K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
90New |
$4.53K - $4.56K
|
90
$4.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.44% |
$4.28K - $4.31K
|
19.5K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
75+ 0.66% |
$3.78K - $3.8K
|
11.4K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
66+ 1.65% |
$3.32K - $3.35K
|
4.06K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 0.61% |
$3.02K - $3.04K
|
9.85K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
59+ 0.64% |
$2.97K - $2.99K
|
9.25K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$2.92K - $2.94K
|
58
$2.94K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
53New |
$2.67K - $2.69K
|
53
$2.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.67% |
$2.57K - $2.59K
|
7.65K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
49+ 1.26% |
$2.47K - $2.48K
|
3.94K
$200K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20New |
$1.01K - $1.01K
|
20
$1.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.24% |
$906 - $912
|
7.57K
$384K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16New |
$806 - $811
|
16
$811
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.17% |
$352 - $355
|
605
$30.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$252 - $253
|
288K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.08% |
$252 - $253
|
6.6K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.45% |
$201 - $203
|
891
$45.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.38% |
$50.4 - $50.7
|
262
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.94% |
$50.4 - $50.7
|
35
$1.77K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 1.21% |
$705 - $710
|
1.14K
$58K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.32% |
$705 - $710
|
4.31K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19- 0.04% |
$957 - $963
|
43.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 0.51% |
$957 - $963
|
3.7K
$188K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-20- 0.63% |
$1.01K - $1.01K
|
3.17K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-21- 3.35% |
$1.06K - $1.06K
|
605
$30.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-22- 0.29% |
$1.11K - $1.12K
|
7.59K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-40- 13.07% |
$2.01K - $2.03K
|
266
$13.5K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-52- 0.45% |
$2.62K - $2.64K
|
11.5K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-54- 0.8% |
$2.72K - $2.74K
|
6.67K
$338K
|