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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.6K- 36.65% |
$483K - $487K
|
16.6K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10K- 7.87% |
$504K - $507K
|
117K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.1K- 21.3% |
$561K - $565K
|
41.2K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-11.4K- 44.43% |
$573K - $577K
|
14.2K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-11.4K- 28.96% |
$576K - $580K
|
28.1K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-11.9K- 4.96% |
$598K - $603K
|
228K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 2.69% |
$607K - $611K
|
436K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.1K- 21.04% |
$607K - $611K
|
45.2K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.3K- 21.07% |
$618K - $622K
|
46K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14.7K- 16.84% |
$742K - $747K
|
72.8K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-14.9K- 10.06% |
$749K - $754K
|
133K
$6.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.5K- 0.68% |
$780K - $786K
|
2.28M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16K- 56.08% |
$806K - $812K
|
12.5K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.2K- 10.21% |
$916K - $922K
|
160K
$8.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-18.4K- 25.76% |
$924K - $930K
|
52.9K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 7.6% |
$930K - $936K
|
224K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-19.1K- 12.2% |
$961K - $968K
|
137K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 9.85% |
$971K - $978K
|
177K
$8.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 48.2% |
$1.1M - $1.1M
|
23.4K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-23.6K- 24.1% |
$1.19M - $1.2M
|
74.4K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-24.6K- 22.59% |
$1.24M - $1.25M
|
84.4K
$4.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-30.4K- 84.78% |
$1.53M - $1.54M
|
5.46K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-30.9K- 8.94% |
$1.56M - $1.57M
|
314K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-31.8K- 51.83% |
$1.6M - $1.61M
|
29.5K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32.5K- 50.93% |
$1.64M - $1.65M
|
31.3K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36.1K- 10.61% |
$1.82M - $1.83M
|
304K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.6K- 45.84% |
$1.84M - $1.86M
|
43.3K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-55.4K- 75.65% |
$2.79M - $2.81M
|
17.8K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.8K- 5.54% |
$3.01M - $3.03M
|
1.02M
$51.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-60.5K- 5.25% |
$3.05M - $3.07M
|
1.09M
$55.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-64.3K- 10.07% |
$3.24M - $3.26M
|
574K
$29.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-75.2K- 42.8% |
$3.79M - $3.81M
|
100K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-76.6K- 93.42% |
$3.86M - $3.88M
|
5.4K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-84.6K- 93.72% |
$4.26M - $4.29M
|
5.67K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-89.4K- 65.76% |
$4.5M - $4.53M
|
46.5K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103K- 54.63% |
$5.18M - $5.21M
|
85.4K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-104K- 92.63% |
$5.24M - $5.27M
|
8.27K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-119K- 48.68% |
$5.98M - $6.02M
|
125K
$6.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-178K- 38.15% |
$8.95M - $9.01M
|
288K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-180K- 99.94% |
$9.06M - $9.12M
|
115
$5.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-188K- 92.31% |
$9.45M - $9.52M
|
15.7K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-212K- 95.46% |
$10.7M - $10.8M
|
10.1K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-262K- 24.51% |
$13.2M - $13.3M
|
807K
$40.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-301K- 95.02% |
$15.1M - $15.2M
|
15.8K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-335K- 46.39% |
$16.9M - $17M
|
387K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-412K- 27.18% |
$20.8M - $20.9M
|
1.1M
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-909K- 22.06% |
$45.8M - $46.1M
|
3.21M
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.55M- 70.23% |
$78.2M - $78.7M
|
658K
$33.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.43M- 97.91% |
$122M - $123M
|
51.9K
$2.63M
|