Wells Financial Advisors Inc Blackrock Ultra Short Term Bon Transaction History

Wells Financial Advisors Inc

  • $71.1 Million
  • Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Blackrock Ultra Short Term Bon stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,495 shares of ICSH stock, worth $126,371. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,495
Previous 14,335 82.6%
Holding current value
$126,371
Previous $722,000 82.55%
% of portfolio
0.18%
Previous 1.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$50.44 - $50.7 $597,209 - $600,288
-11,840 Reduced 82.6%
2,495 $126,000
Q4 2024

Feb 11, 2025
SELL
$50.35 - $50.69 $18,931 - $19,059
-376 Reduced 2.56%
14,335 $722,000
Q3 2024

Nov 13, 2024
SELL
$50.32 - $50.75 $142,556 - $143,774
-2,833 Reduced 16.15%
14,711 $746,000
Q2 2024

Aug 09, 2024
SELL
$50.32 - $50.55 $46,294 - $46,506
-920 Reduced 4.98%
17,544 $886,000
Q1 2024

May 13, 2024
SELL
$50.35 - $50.6 $118,070 - $118,657
-2,345 Reduced 11.27%
18,464 $933,000
Q4 2023

Feb 12, 2024
SELL
$50.18 - $50.48 $88,567 - $89,097
-1,765 Reduced 7.82%
20,809 $1.05 Million
Q3 2023

Oct 10, 2023
SELL
$50.1 - $50.39 $27,555 - $27,714
-550 Reduced 2.38%
22,574 $1.14 Million
Q2 2023

Aug 07, 2023
SELL
$50.08 - $50.32 $3.28 Million - $3.3 Million
-65,580 Reduced 73.93%
23,124 $1.16 Million
Q1 2023

May 03, 2023
SELL
$50.04 - $50.29 $6,805 - $6,839
-136 Reduced 0.15%
88,704 $4.46 Million
Q4 2022

Feb 03, 2023
BUY
$49.86 - $50.09 $4.43 Million - $4.45 Million
88,840 New
88,840 $4.45 Million

Others Institutions Holding ICSH

# of Institutions
493
Shares Held
68.4M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK ULTRA SHORT-TERM BON

ICSH Quotes by TradingView
  • Ticker ICSH
  • Sector ETFs
  • Industry ETFs
More about ICSH
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