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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-169K- 9.24% |
$8.5M - $8.57M
|
1.66M
$83.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$6.29K - $6.34K
|
125
$6.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.86K- 62.53% |
$395K - $399K
|
4.71K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.02K- 15.2% |
$51.5K - $51.9K
|
5.71K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.4K+ 5.45% |
$823K - $830K
|
317K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-889K- 95.6% |
$44.8M - $45.1M
|
40.9K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.02K- 17.77% |
$102K - $103K
|
9.37K
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.8K- 10.1% |
$644K - $650K
|
114K
$5.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
29.7KNew |
$1.49M - $1.5M
|
29.7K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
461+ 1.13% |
$23.2K - $23.4K
|
41.3K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
26KNew |
$1.31M - $1.32M
|
26K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 3.88% |
$252 - $254
|
134
$6.77K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
306K+ 36.07% |
$15.4M - $15.5M
|
1.15M
$58.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3.77K- 2.94% |
$190K - $192K
|
125K
$6.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
177+ 1.69% |
$8.91K - $8.98K
|
10.7K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.09K+ 11.95% |
$105K - $106K
|
19.6K
$989K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.3K- 53.31% |
$216K - $218K
|
3.77K
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 12.27% |
$5.94M - $5.99M
|
1.08M
$54.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.88K- 26.08% |
$195K - $197K
|
11K
$555K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 32.41% |
$1.02M - $1.03M
|
82.8K
$4.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.85K+ 5.96% |
$194K - $195K
|
68.4K
$3.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
216KNew |
$10.9M - $11M
|
216K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-22.5K- 11.73% |
$1.13M - $1.14M
|
169K
$8.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.36% |
$403 - $406
|
598
$30.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.44K- 37.31% |
$173K - $175K
|
5.78K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.14K- 34.22% |
$108K - $109K
|
4.11K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.22K- 1.4% |
$112K - $113K
|
157K
$7.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-183- 1.83% |
$9.21K - $9.29K
|
9.79K
$494K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
20K+ 222.22% |
$1.01M - $1.02M
|
29K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.39K+ 46.29% |
$120K - $121K
|
7.54K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-67.3K- 21.69% |
$3.39M - $3.42M
|
243K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.33K- 61.38% |
$117K - $118K
|
1.47K
$74.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
24.4K+ 11.13% |
$1.23M - $1.24M
|
244K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
808+ 17.19% |
$40.7K - $41K
|
5.51K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.87K+ 31.85% |
$345K - $348K
|
28.4K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
291+ 4.01% |
$14.6K - $14.8K
|
7.55K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-48.8K- 79.46% |
$2.46M - $2.48M
|
12.6K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.15% |
$1.51K - $1.52K
|
20.5K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.52K+ 42.63% |
$328K - $331K
|
21.8K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.03K- 4.91% |
$51.6K - $52K
|
19.9K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.65K- 22.25% |
$83.1K - $83.8K
|
5.77K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
179K+ 22626.26% |
$9.02M - $9.09M
|
180K
$9.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.31K- 20.08% |
$116K - $117K
|
9.19K
$464K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-7.1K- 29.81% |
$357K - $360K
|
16.7K
$844K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.12K- 2.62% |
$56.5K - $57K
|
41.7K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.49K+ 5.1% |
$427K - $431K
|
175K
$8.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27.6K- 33.45% |
$1.39M - $1.4M
|
54.8K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.87KNew |
$296K - $298K
|
5.87K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
724+ 48.72% |
$36.4K - $36.7K
|
2.21K
$112K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79.3K- 49.81% |
$3.99M - $4.03M
|
79.9K
$4.04M
|