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 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
29.8K+ 22.23% |
$1.5M - $1.51M
|
164K
$8.28M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3KNew |
$720K - $723K
|
14.3K
$721K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$303K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-711- 7.94% |
$35.9K - $36K
|
8.24K
$416K
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-1.31K- 4.24% |
$66.2K - $66.6K
|
29.7K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-174K- 74.69% |
$8.79M - $8.83M
|
59K
$2.98M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-210K- 5.76% |
$10.6M - $10.6M
|
3.43M
$173M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 3.23% |
$129K - $130K
|
76.6K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.26% |
$15.1K - $15.2K
|
117K
$5.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.39K+ 8.47% |
$121K - $121K
|
30.7K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
171+ 1.16% |
$8.63K - $8.67K
|
14.9K
$752K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
469K+ 598.35% |
$23.7M - $23.8M
|
547K
$27.7M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.59K- 10.15% |
$80K - $80.5K
|
14K
$710K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.13K- 55.6% |
$158K - $159K
|
2.5K
$126K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.82K+ 81.46% |
$243K - $245K
|
10.7K
$543K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.92K+ 116.3% |
$299K - $300K
|
11K
$556K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-32- 0.25% |
$1.61K - $1.62K
|
12.6K
$639K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-696K- 21.66% |
$35.1M - $35.3M
|
2.52M
$127M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.1K+ 3.0% |
$1.67M - $1.68M
|
1.14M
$57.5M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.4K+ 14.41% |
$525K - $528K
|
82.7K
$4.18M
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
121K+ 1335.76% |
$6.11M - $6.15M
|
130K
$6.58M
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.31K- 93.01% |
$217K - $219K
|
324
$16.4K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-950- 20.88% |
$47.9K - $48.2K
|
3.6K
$182K
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.57K- 3.15% |
$79.4K - $79.8K
|
48.4K
$2.44M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67K+ 5.18% |
$135K - $135K
|
54.2K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
154K+ 1522.78% |
$7.75M - $7.79M
|
164K
$8.27M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-45.4K- 28.4% |
$2.29M - $2.3M
|
115K
$5.79M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.67K+ 3.82% |
$84.3K - $84.8K
|
45.5K
$2.3M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42.6K+ 117.2% |
$2.15M - $2.16M
|
78.9K
$3.99M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
659+ 3.41% |
$33.2K - $33.4K
|
20K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.86K- 28.0% |
$93.6K - $94K
|
4.77K
$241K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.33K+ 24.28% |
$168K - $169K
|
17.1K
$862K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 42.49% |
$177K - $178K
|
4.76K
$240K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.59K+ 21.2% |
$484K - $486K
|
54.8K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.66% |
$202 - $203
|
609
$30.8K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 0.76% |
$6.15K - $6.19K
|
15.9K
$803K
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-11.6K- 11.8% |
$587K - $590K
|
87.1K
$4.4M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
61.9K+ 19.7% |
$3.12M - $3.14M
|
376K
$19M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36.6K- 50.98% |
$1.84M - $1.85M
|
35.2K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
422K+ 151.43% |
$21.3M - $21.4M
|
701K
$35.4M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-549K- 68.1% |
$27.7M - $27.9M
|
257K
$13M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.7K- 12.69% |
$643K - $646K
|
87.7K
$4.43M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-23.5K- 40.45% |
$1.18M - $1.19M
|
34.6K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
615+ 8.81% |
$31K - $31.2K
|
7.6K
$384K
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.86K- 6.61% |
$93.6K - $94K
|
26.2K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.7K- 78.11% |
$3.47M - $3.48M
|
19.2K
$972K
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-785- 5.69% |
$39.6K - $39.8K
|
13K
$658K
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.5K+ 249.64% |
$831K - $836K
|
23.1K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44.6KNew |
$2.25M - $2.26M
|
44.6K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.03KNew |
$455K - $458K
|
9.03K
$456K
|