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 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-72- 1.56% |
$3.59K - $3.61K
|
4.56K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.81M - $1.82M
|
36.4K
$1.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-36.9K- 11.76% |
$1.84M - $1.85M
|
277K
$14M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 23.12% |
$90.6K - $91K
|
9.68K
$489K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
5.5KNew |
$275K - $276K
|
5.5K
$278K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
743+ 5.5% |
$37.1K - $37.2K
|
14.3K
$720K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
75K+ 4.28% |
$3.75M - $3.76M
|
1.83M
$92.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.45KNew |
$222K - $223K
|
4.45K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
11.8K+ 61.27% |
$591K - $593K
|
31.1K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-55- 9.4% |
$2.75K - $2.76K
|
530
$26.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.7K- 22.09% |
$85K - $85.2K
|
6K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$75K - $75.2K
|
1.5K
$75.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-54.3K- 70.38% |
$2.71M - $2.72M
|
22.9K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.16KNew |
$58.1K - $58.2K
|
1.16K
$58.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-39- 2.49% |
$1.95K - $1.95K
|
1.53K
$77.1K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-95.2K- 62.25% |
$4.76M - $4.77M
|
57.7K
$2.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-13.5K- 26.64% |
$672K - $674K
|
37K
$1.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 18.99% |
$75K - $75.2K
|
6.4K
$323K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-87.7K- 14.4% |
$4.38M - $4.4M
|
521K
$26.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-34K- 83.42% |
$1.7M - $1.7M
|
6.75K
$341K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$74K - $74.2K
|
1.48K
$74.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-48.1K- 22.57% |
$2.4M - $2.41M
|
165K
$8.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
6.23KNew |
$311K - $312K
|
6.23K
$315K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
150+ 0.2% |
$7.5K - $7.52K
|
74.2K
$3.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.1K- 19.25% |
$505K - $506K
|
42.4K
$2.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-305- 3.56% |
$15.2K - $15.3K
|
8.26K
$417K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2K- 14.83% |
$99.9K - $100K
|
11.5K
$580K
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-83K- 94.66% |
$4.15M - $4.16M
|
4.68K
$236K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.35K+ 31.77% |
$117K - $118K
|
9.74K
$492K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
479New |
$23.9K - $24K
|
479
$24.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2.05K+ 12.77% |
$102K - $103K
|
18.1K
$914K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-996- 84.41% |
$49.8K - $49.9K
|
184
$9.29K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.29K- 24.96% |
$264K - $265K
|
15.9K
$804K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-22.6K- 79.41% |
$1.13M - $1.13M
|
5.85K
$296K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
200+ 4.48% |
$9.99K - $10K
|
4.67K
$236K
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-198- 0.7% |
$9.89K - $9.92K
|
28.1K
$1.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
274+ 0.21% |
$13.7K - $13.7K
|
133K
$6.72M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-5.22K- 2.31% |
$261K - $262K
|
221K
$11.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-54- 54.55% |
$2.7K - $2.71K
|
45
$2.27K
|
|
| Q2 2022 | |||||||
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.99KNew |
$199K - $200K
|
3.99K
$201K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.05K+ 147.72% |
$402K - $404K
|
13.5K
$682K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.18KClosed |
$209K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.42MClosed |
$171M - $172M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.96KClosed |
$248K - $249K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.62KClosed |
$231K - $232K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.18K- 35.63% |
$209K - $210K
|
7.55K
$381K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29.8KNew |
$1.49M - $1.49M
|
29.8K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-31.4KClosed |
$1.57M - $1.57M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.01KClosed |
$200K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-42.4K- 19.48% |
$2.12M - $2.13M
|
175K
$8.86M
|
|