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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.4KClosed |
$621K - $625K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5.42KClosed |
$271K - $273K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-600- 88.89% |
$30.1K - $30.2K
|
75
$3.79K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
625New |
$31.3K - $31.5K
|
625
$31.6K
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-46.5KClosed |
$2.33M - $2.34M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-38Closed |
$1.9K - $1.91K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-4.94KClosed |
$248K - $249K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-54.8KClosed |
$2.74M - $2.76M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.48KNew |
$74.3K - $74.7K
|
1.48K
$74.9K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.97KClosed |
$449K - $452K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
14.9M+ 13838.06% |
$748M - $753M
|
15M
$760M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.94KClosed |
$298K - $299K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-25.3KClosed |
$1.27M - $1.27M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7KClosed |
$351K - $353K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.51KClosed |
$226K - $227K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9.05KClosed |
$453K - $456K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-52.1KClosed |
$2.61M - $2.62M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2KClosed |
$100K - $101K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-90.8KClosed |
$4.55M - $4.58M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-2.33KClosed |
$117K - $117K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-119- 8.54% |
$5.96K - $6K
|
1.27K
$64.3K
|
|
Q4 2021 | |||||||
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.55KNew |
$280K - $280K
|
5.55K
$280K
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
40KNew |
$2.01M - $2.02M
|
40K
$2.02M
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.63KNew |
$434K - $436K
|
8.63K
$436K
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-468KClosed |
$23.6M - $23.6M
|
0
$0
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
6.6KNew |
$332K - $333K
|
6.6K
$333K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7.5KClosed |
$378K - $379K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
146New |
$7.35K - $7.37K
|
146
$7.37K
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.67KNew |
$436K - $438K
|
8.67K
$438K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 45.28% |
$208K - $209K
|
5K
$252K
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
40New |
$2.01K - $2.02K
|
40
$2.02K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
19.8KNew |
$999K - $1M
|
19.8K
$1M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.87KClosed |
$346K - $347K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$296K - $296K
|
5.87K
$296K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500Closed |
$25.2K - $25.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-675Closed |
$34K - $34.1K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.57KClosed |
$381K - $382K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-9.97KClosed |
$502K - $503K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-277Closed |
$13.9K - $14K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
SELL
|
- |
-9.89KClosed |
$498K - $499K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.44KClosed |
$224K - $224K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
14KNew |
$705K - $707K
|
14K
$707K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24KClosed |
$1.21M - $1.21M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11.1KClosed |
$559K - $560K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-26.1KClosed |
$1.32M - $1.32M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7KClosed |
$353K - $354K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-132KClosed |
$6.64M - $6.65M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-20K- 72.91% |
$1.01M - $1.01M
|
7.42K
$375K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-14.1KClosed |
$712K - $713K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Kemper Corp
|
SELL
|
- |
-109KClosed |
$5.5M - $5.51M
|
0
$0
|