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 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-17.7K- 34.17% |
$895K - $899K
|
34.2K
$1.73M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.7K- 8.9% |
$237K - $238K
|
48.1K
$2.43M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-50- 0.55% |
$2.52K - $2.54K
|
9.04K
$457K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.83% |
$2.77K - $2.79K
|
520
$26.3K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.65K+ 2.91% |
$184K - $185K
|
129K
$6.51M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
539+ 1.36% |
$27.2K - $27.3K
|
40.2K
$2.03M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.96K+ 6.66% |
$250K - $251K
|
79.4K
$4.01M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.4K+ 10.18% |
$2.24M - $2.25M
|
480K
$24.3M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6- -0.0% |
$303 - $304
|
223K
$11.3M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
616+ 14.07% |
$31.1K - $31.2K
|
4.99K
$252K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.67K+ 3.56% |
$84.1K - $84.5K
|
48.5K
$2.45M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.83K+ 17.38% |
$244K - $245K
|
32.6K
$1.65M
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-12.7K- 27.02% |
$641K - $644K
|
34.3K
$1.73M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.72K- 10.92% |
$87K - $87.4K
|
14.1K
$710K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36.3K+ 14.75% |
$1.83M - $1.84M
|
282K
$14.3M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-86- 1.97% |
$4.34K - $4.36K
|
4.27K
$216K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
11.4K+ 93.81% |
$574K - $577K
|
23.5K
$1.19M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.1K- 7.3% |
$810K - $814K
|
204K
$10.3M
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.31K+ 3.28% |
$369K - $370K
|
230K
$11.6M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.88K+ 25.05% |
$347K - $349K
|
34.3K
$1.73M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.47K+ 5.08% |
$427K - $429K
|
175K
$8.85M
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.1% |
$303 - $304
|
5.86K
$296K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
33.7K+ 97.89% |
$1.7M - $1.71M
|
68.1K
$3.44M
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.17K+ 4.09% |
$59.2K - $59.5K
|
29.9K
$1.51M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
57.7KNew |
$2.91M - $2.92M
|
57.7K
$2.91M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-772- 3.32% |
$38.9K - $39.1K
|
22.5K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 6.2% |
$10.1K - $10.1K
|
3.03K
$153K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
287+ 1.75% |
$14.5K - $14.6K
|
16.7K
$841K
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.01K+ 0.91% |
$51K - $51.3K
|
112K
$5.66M
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-531- 1.33% |
$26.8K - $26.9K
|
39.4K
$1.99M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71K+ 2.21% |
$86.4K - $86.8K
|
79.1K
$4M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.83K- 13.89% |
$143K - $143K
|
17.5K
$885K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.97K- 0.59% |
$99.2K - $99.7K
|
333K
$16.8M
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
730+ 4.14% |
$36.8K - $37K
|
18.4K
$927K
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-991- 6.96% |
$50K - $50.2K
|
13.2K
$669K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 3.39% |
$90.1K - $90.6K
|
51K
$2.57M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.33KNew |
$218K - $219K
|
4.33K
$219K
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-27.5K- 54.1% |
$1.39M - $1.39M
|
23.3K
$1.18M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
51.5K+ 20.39% |
$2.6M - $2.61M
|
304K
$15.4M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
535+ 54.04% |
$27K - $27.1K
|
1.53K
$77K
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-36.5K- 12.25% |
$1.84M - $1.85M
|
262K
$13.2M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54.6K- 17.34% |
$2.75M - $2.77M
|
260K
$13.1M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.03K+ 9.31% |
$203K - $204K
|
47.3K
$2.39M
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
15+ 0.13% |
$757 - $761
|
11.4K
$578K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75- 0.81% |
$3.78K - $3.8K
|
9.17K
$463K
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-570- 10.01% |
$28.8K - $28.9K
|
5.13K
$259K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.16% |
$353 - $355
|
612
$30.9K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-4.38K- 24.5% |
$221K - $222K
|
13.5K
$682K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46.5KNew |
$2.35M - $2.36M
|
46.5K
$2.35M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.22K+ 5.63% |
$112K - $112K
|
41.6K
$2.1M
|