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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.7K- 90.41% |
$186K - $188K
|
393
$19.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
11KNew |
$553K - $557K
|
11K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.26K+ 3.52% |
$63.5K - $64K
|
37.1K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-12.4K- 60.64% |
$625K - $631K
|
8.07K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.8K+ 4.63% |
$90.7K - $91.5K
|
40.8K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.63K- 5.64% |
$132K - $133K
|
43.9K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 37.39% |
$79.9K - $80.5K
|
5.83K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-163K- 99.96% |
$8.22M - $8.29M
|
60
$3.03K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-6.41K- 6.04% |
$323K - $325K
|
99.8K
$5.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$50.3K - $50.8K
|
1K
$50.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
61.8K+ 15.3% |
$3.11M - $3.14M
|
466K
$23.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-38.6K- 17.97% |
$1.94M - $1.96M
|
176K
$8.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-19.2K- 16.25% |
$969K - $977K
|
99.2K
$5.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15.4K+ 6.38% |
$774K - $780K
|
256K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.33K+ 22.79% |
$369K - $372K
|
39.5K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.52K+ 1.08% |
$76.5K - $77.2K
|
142K
$7.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.94K+ 8.47% |
$248K - $251K
|
63.2K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4KNew |
$624K - $630K
|
12.4K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 23.56% |
$433K - $437K
|
45.1K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27.4K- 43.3% |
$1.38M - $1.39M
|
35.9K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.1K- 16.63% |
$55.2K - $55.6K
|
5.5K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.7K+ 20.34% |
$438K - $442K
|
51.5K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7.01K+ 133.56% |
$353K - $356K
|
12.3K
$619K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
211K+ 10.6% |
$10.6M - $10.7M
|
2.2M
$111M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1K+ 25.0% |
$50.3K - $50.8K
|
5K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.12K- 1.47% |
$56.2K - $56.7K
|
74.7K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.31K+ 8.6% |
$418K - $421K
|
105K
$5.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
492+ 3.89% |
$24.8K - $25K
|
13.1K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-14.3K- 1.94% |
$720K - $726K
|
722K
$36.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5.54K+ 2.37% |
$279K - $281K
|
240K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 7.73% |
$1.21M - $1.22M
|
334K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
399+ 158.96% |
$20.1K - $20.2K
|
650
$32.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.39K- 18.72% |
$221K - $223K
|
19.1K
$963K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-5.11K- 8.11% |
$257K - $259K
|
57.9K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.06K- 12.3% |
$154K - $155K
|
21.8K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
409+ 7.51% |
$20.6K - $20.8K
|
5.85K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-54.2K- 32.14% |
$2.73M - $2.75M
|
115K
$5.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 34.69% |
$285K - $287K
|
22K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
1KNew |
$50.3K - $50.8K
|
1K
$50.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
4.97K+ 8.81% |
$250K - $252K
|
61.3K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 31.62% |
$220K - $221K
|
9.43K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.67K+ 12.93% |
$185K - $186K
|
32.1K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.49K+ 5.59% |
$74.9K - $75.5K
|
28.1K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.27KNew |
$366K - $369K
|
7.27K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2K- 10.35% |
$101K - $102K
|
17.3K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-4.7K- 4.09% |
$236K - $238K
|
110K
$5.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.02K- 4.66% |
$51.2K - $51.6K
|
20.8K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.54K- 10.87% |
$279K - $281K
|
45.4K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20K+ 12.63% |
$1.01M - $1.02M
|
179K
$9.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
927+ 7.65% |
$46.6K - $47K
|
13K
$658K
|