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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$525K - $527K
|
10.4K
$526K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.83KNew |
$444K - $447K
|
8.83K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 24.41% |
$89.4K - $89.8K
|
5.5K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.54K- 32.34% |
$329K - $331K
|
13.7K
$692K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14+ 0.28% |
$705 - $708
|
4.99K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-61K- 51.8% |
$3.07M - $3.09M
|
56.8K
$2.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.21K+ 37.16% |
$262K - $264K
|
19.2K
$972K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.28K- 43.06% |
$417K - $419K
|
11K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.7KNew |
$489K - $491K
|
9.7K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
41KNew |
$2.06M - $2.07M
|
41K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.54K- 56.9% |
$480K - $483K
|
7.23K
$365K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.7KNew |
$639K - $642K
|
12.7K
$641K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-199- 4.4% |
$10K - $10.1K
|
4.33K
$218K
|
|
| Q4 2023 | |||||||
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-13.9KClosed |
$699K - $703K
|
0
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.55KNew |
$77.7K - $78.2K
|
1.55K
$78.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.72K- 39.39% |
$137K - $138K
|
4.19K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-149K- 95.3% |
$7.47M - $7.52M
|
7.34K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23.9KClosed |
$1.2M - $1.21M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.8KNew |
$792K - $797K
|
15.8K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.95KNew |
$349K - $351K
|
6.95K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.17KNew |
$310K - $311K
|
6.17K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76K- 75.09% |
$88.5K - $89K
|
585
$29.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-26.9K- 64.27% |
$1.35M - $1.36M
|
14.9K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.6KNew |
$533K - $536K
|
10.6K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-968- 2.3% |
$48.6K - $48.9K
|
41.2K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-388- 83.26% |
$19.5K - $19.6K
|
78
$3.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-55.2K- 90.49% |
$2.77M - $2.79M
|
5.8K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.26KNew |
$214K - $215K
|
4.26K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.25K- 58.57% |
$364K - $366K
|
5.13K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14K- 51.98% |
$704K - $708K
|
13K
$655K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
168New |
$8.43K - $8.48K
|
168
$8.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.32KNew |
$367K - $369K
|
7.32K
$370K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-796- 43.98% |
$39.9K - $40.2K
|
1.01K
$51.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
22.4KNew |
$1.13M - $1.13M
|
22.4K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
452KNew |
$22.7M - $22.8M
|
452K
$22.9M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-196- 1.53% |
$9.84K - $9.89K
|
12.6K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
31.6K+ 2.8% |
$1.59M - $1.6M
|
1.16M
$58.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-19.6K- 66.04% |
$983K - $989K
|
10.1K
$509K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
830New |
$41.6K - $41.9K
|
830
$41.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.44KClosed |
$223K - $224K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.44K- 41.07% |
$173K - $174K
|
4.94K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-146- 26.89% |
$7.33K - $7.37K
|
397
$20.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.13% |
$4.42K - $4.44K
|
7.88K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-159K- 97.25% |
$8M - $8.05M
|
4.51K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-47.7K- 90.23% |
$2.39M - $2.41M
|
5.17K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
500+ 7.69% |
$25.1K - $25.2K
|
7K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-298- 6.94% |
$15K - $15K
|
4K
$202K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.9KNew |
$95.3K - $95.9K
|
1.9K
$96K
|
|