Elevate Wealth Advisory, Inc Blackrock Ultra Short Term Bon Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Blackrock Ultra Short Term Bon stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 17,039 shares of ICSH stock, worth $862,854. This represents 0.63% of its overall portfolio holdings.

Number of Shares

17,039

Previous 15,418 10.51%

Holding current value

$862,854

Previous $782 Million 10.6%

% of portfolio

0.63%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$50.52 - $50.75 $81,892 - $82,265	1,621 Added 10.51%	17,039 $865 Million
Q2 2025 Jul 23, 2025	BUY	$50.48 - $50.71 $121,202 - $121,754	2,401 Added 18.45%	15,418 $782 Million
Q1 2025 May 14, 2025	SELL	$50.44 - $50.7 $39,595 - $39,799	-785 Reduced 5.69%	13,017 $660 Million
Q4 2024 Feb 11, 2025	BUY	$50.35 - $50.69 $37,158 - $37,409	738 Added 5.65%	13,802 $696 Million
Q3 2024 Nov 13, 2024	BUY	$50.32 - $50.75 $139,487 - $140,679	2,772 Added 26.93%	13,064 $663 Million
Q2 2024 Aug 12, 2024	BUY	$50.32 - $50.55 $4,981 - $5,004	99 Added 0.97%	10,292 $520 Million
Q1 2024 May 02, 2024	BUY	$50.35 - $50.6 $375,006 - $376,868	7,448 Added 271.33%	10,193 $515 Million
Q4 2023 Feb 14, 2024	BUY	$50.18 - $50.48 $137,744 - $138,567	2,745 New	2,745 $138 Million

Others Institutions Holding ICSH

# of Institutions

524

Shares Held

71.8M

Call Options Held

Put Options Held

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About BLACKROCK ULTRA SHORT-TERM BON

Ticker ICSH
Sector ETFs
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Elevate Wealth Advisory, Inc Blackrock Ultra Short Term Bon Transaction History