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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$276K - $278K
|
5.55K
$280K
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.35K- 0.63% |
$67.3K - $67.6K
|
213K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-28.1K- 70.03% |
$1.4M - $1.41M
|
12K
$606K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.85KNew |
$92.2K - $92.7K
|
1.85K
$93.4K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.3K- 78.33% |
$915K - $919K
|
5.08K
$256K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
195KNew |
$9.71M - $9.75M
|
195K
$9.83M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$147K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$238K - $239K
|
4.78K
$241K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$1.51M - $1.51M
|
30.2K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
422KNew |
$21M - $21.1M
|
422K
$21.3M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 12.52% |
$151K - $152K
|
21.2K
$1.07M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
16.7K+ 51.44% |
$833K - $837K
|
49.2K
$2.48M
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
65.6KNew |
$3.27M - $3.29M
|
65.6K
$3.31M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.53K+ 142.83% |
$226K - $227K
|
7.69K
$388K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
365+ 1.55% |
$18.2K - $18.3K
|
23.9K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.94KNew |
$96.6K - $97.1K
|
1.94K
$97.8K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
480New |
$23.9K - $24K
|
480
$24.2K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3K+ 1604.28% |
$150K - $150K
|
3.19K
$161K
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.02KNew |
$200K - $201K
|
4.02K
$203K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
47.4KNew |
$2.36M - $2.37M
|
47.4K
$2.39M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4K- 45.2% |
$200K - $200K
|
4.85K
$245K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.21KNew |
$409K - $411K
|
8.21K
$414K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.41K- 30.33% |
$70.1K - $70.4K
|
3.23K
$163K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.99% |
$1.75K - $1.75K
|
3.55K
$179K
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-5.2K- 42.5% |
$259K - $260K
|
7.04K
$355K
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55KNew |
$2.74M - $2.75M
|
55K
$2.78M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63KNew |
$3.14M - $3.16M
|
63K
$3.18M
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.65KNew |
$82K - $82.4K
|
1.65K
$83.1K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 44.01% |
$54.2K - $54.5K
|
1.38K
$69.9K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
225+ 2.15% |
$11.2K - $11.3K
|
10.7K
$541K
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.3KNew |
$561K - $564K
|
11.3K
$568K
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.26KNew |
$212K - $213K
|
4.26K
$215K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.3K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8K- 59.95% |
$399K - $401K
|
5.35K
$270K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6KNew |
$379K - $381K
|
7.6K
$384K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.19KNew |
$309K - $310K
|
6.19K
$313K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.96KNew |
$447K - $449K
|
8.96K
$452K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.55K- 24.77% |
$77.1K - $77.5K
|
4.7K
$237K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
413+ 0.9% |
$20.6K - $20.7K
|
46.4K
$2.34M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-463- 9.53% |
$23.1K - $23.2K
|
4.4K
$222K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.68K- 14.23% |
$83.7K - $84.1K
|
10.1K
$511K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.3K+ 70.79% |
$314K - $316K
|
15.2K
$767K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
88+ 88.0% |
$4.39K - $4.41K
|
188
$9.49K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-142- 0.13% |
$7.08K - $7.11K
|
110K
$5.54M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.1K- 33.24% |
$105K - $105K
|
4.21K
$213K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$199K - $200K
|
4K
$202K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.49K- 13.1% |
$74.4K - $74.8K
|
9.91K
$500K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-46.4K- 82.24% |
$2.32M - $2.33M
|
10K
$506K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8.66KNew |
$432K - $434K
|
8.66K
$437K
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-26K- 53.44% |
$1.3M - $1.3M
|
22.7K
$1.15M
|