Latest Institutional Transactions on Blackrock Ultra Short Term Bon (ICSH)
This table provides information on the latest institutional transactions involving Blackrock Ultra Short Term Bon (ICSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 52.93% |
$150K - $152K
|
8.64K
$436K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.5K- 0.68% |
$780K - $786K
|
2.28M
$115M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-7.92K- 6.36% |
$399K - $401K
|
117K
$5.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.88K+ 8.33% |
$246K - $248K
|
63.5K
$3.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10.6KNew |
$535K - $539K
|
10.6K
$537K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.55KNew |
$229K - $231K
|
4.55K
$230K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
500+ 2.58% |
$25.2K - $25.3K
|
19.9K
$1M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-990- 6.11% |
$49.8K - $50.2K
|
15.2K
$768K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.11M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
56KNew |
$2.82M - $2.84M
|
56K
$2.83M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.07K- 1.59% |
$104K - $105K
|
128K
$6.44M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.95K- 12.13% |
$249K - $251K
|
35.9K
$1.81M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.8K- 79.75% |
$1.15M - $1.16M
|
5.8K
$293K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
34.6K+ 30.58% |
$1.74M - $1.76M
|
148K
$7.47M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.3 - $50.8
|
1
$50.5
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-11.7K- 29.12% |
$589K - $595K
|
28.5K
$1.44M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.9K- 9.98% |
$397K - $401K
|
71.2K
$3.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.6KNew |
$1.03M - $1.04M
|
20.6K
$1.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-29.1K- 28.3% |
$1.46M - $1.48M
|
73.7K
$3.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 33.71% |
$5.95M - $6M
|
469K
$23.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-220- 2.38% |
$11.1K - $11.2K
|
9.03K
$456K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
110KNew |
$5.55M - $5.6M
|
110K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.43K- 8.15% |
$122K - $123K
|
27.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.4K- 38.26% |
$723K - $730K
|
23.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.94K- 15.22% |
$148K - $149K
|
16.4K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17KNew |
$857K - $864K
|
17K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5K- 41.57% |
$251K - $254K
|
7.02K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-241- 3.73% |
$12.1K - $12.2K
|
6.21K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 0.84% |
$86.4K - $87.2K
|
206K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.97KNew |
$250K - $252K
|
4.97K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
187K+ 1123.56% |
$9.4M - $9.48M
|
203K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 24.63% |
$1.33M - $1.34M
|
80.8K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 2.69% |
$123K - $124K
|
88.6K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-120K- 3.78% |
$6.02M - $6.07M
|
3.04M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 11.96% |
$132K - $133K
|
19.3K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-34.8K- 16.33% |
$1.75M - $1.77M
|
178K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-170- 2.6% |
$8.55K - $8.63K
|
6.36K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
27.2K+ 3.11% |
$1.37M - $1.38M
|
903K
$45.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.7K- 10.12% |
$136K - $137K
|
24K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.8K- 3.2% |
$90.6K - $91.4K
|
54.5K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 1.19% |
$704 - $711
|
1.16K
$58.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.42K- 3.59% |
$122K - $123K
|
64.9K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-481K- 12.95% |
$24.2M - $24.4M
|
3.23M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 72.4% |
$12M - $12.1M
|
90.9K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-722- 11.6% |
$36.3K - $36.6K
|
5.5K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.3K- 7.96% |
$519K - $523K
|
119K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
158+ 1.41% |
$7.95K - $8.02K
|
11.3K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 20.97% |
$85.3K - $86K
|
6.39K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27.6KNew |
$1.39M - $1.4M
|
27.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.75K+ 5.23% |
$87.9K - $88.7K
|
35.1K
$1.77M
|
|