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 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.5K- 1.77% |
$580K - $585K
|
638K
$32.2M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.5K+ 29.54% |
$75.7K - $76.3K
|
6.6K
$333K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-346- 3.4% |
$17.4K - $17.6K
|
9.82K
$496K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-31K- 21.97% |
$1.56M - $1.57M
|
110K
$5.55M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-7.32K- 9.09% |
$368K - $371K
|
73.2K
$3.7M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.96K- 30.54% |
$149K - $150K
|
6.74K
$340K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-14- 0.11% |
$704 - $711
|
12.2K
$617K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.8K- 10.25% |
$1.45M - $1.46M
|
252K
$12.7M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.45K- 8.79% |
$476K - $480K
|
98K
$4.95M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.61K+ 6.69% |
$484K - $488K
|
153K
$7.74M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.91K- 13.76% |
$347K - $350K
|
43.3K
$2.19M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
155+ 1.4% |
$7.8K - $7.87K
|
11.2K
$566K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-95- 1.99% |
$4.78K - $4.82K
|
4.67K
$236K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-36- 3.51% |
$1.81K - $1.83K
|
990
$50K
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 2.06% |
$80.8K - $81.5K
|
79.4K
$4.01M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$85.4K - $86.2K
|
1.7K
$85.7K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
826+ 2.99% |
$41.6K - $41.9K
|
28.4K
$1.43M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-8.88K- 21.24% |
$447K - $451K
|
32.9K
$1.66M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
45New |
$2.26K - $2.28K
|
45
$2.27K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-198- 0.79% |
$9.96K - $10K
|
24.8K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-125- 3.73% |
$6.29K - $6.34K
|
3.23K
$163K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17.5K- 5.68% |
$879K - $887K
|
290K
$14.7M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.5K+ 221.48% |
$1.84M - $1.85M
|
53K
$2.67M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 17.18% |
$1.01M - $1.02M
|
137K
$6.93M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-13.3K- 9.08% |
$668K - $674K
|
133K
$6.71M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-273K- 40.51% |
$13.8M - $13.9M
|
401K
$20.3M
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-4.96KClosed |
$249K - $252K
|
0
$0
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 0.25% |
$5.94K - $5.99K
|
47.8K
$2.41M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
306New |
$15.4K - $15.5K
|
306
$15.4K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.2K+ 12.18% |
$1.77M - $1.78M
|
324K
$16.4M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6New |
$302 - $305
|
6
$303
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
670+ 1.33% |
$33.7K - $34K
|
51K
$2.57M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 1.8% |
$178K - $180K
|
200K
$10.1M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 12.29% |
$96.5K - $97.3K
|
17.5K
$885K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-13.8K- 54.06% |
$696K - $702K
|
11.8K
$594K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
38+ 0.99% |
$1.91K - $1.93K
|
3.89K
$196K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 8.95% |
$129K - $130K
|
31.2K
$1.57M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.81KNew |
$293K - $295K
|
5.81K
$294K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.68K+ 81.79% |
$84.3K - $85K
|
3.72K
$188K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-322- 4.57% |
$16.2K - $16.3K
|
6.73K
$340K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-337- 7.73% |
$17K - $17.1K
|
4.02K
$203K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.28K- 13.03% |
$115K - $116K
|
15.2K
$767K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
288+ 1.33% |
$14.5K - $14.6K
|
21.9K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.22K+ 12.89% |
$61.5K - $62K
|
10.7K
$540K
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 8.7% |
$104K - $105K
|
25.8K
$1.3M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.38K+ 2.92% |
$120K - $121K
|
83.8K
$4.23M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.26K- 5.45% |
$365K - $368K
|
126K
$6.36M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.69K+ 2.99% |
$236K - $238K
|
162K
$8.16M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 8.77% |
$94K - $94.9K
|
19.4K
$981K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.75KNew |
$491K - $495K
|
9.75K
$492K
|