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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-246- 2.75% |
$12.4K - $12.5K
|
8.7K
$440K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
19+ 0.25% |
$958 - $963
|
7.67K
$387K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 6.61% |
$65.1K - $65.4K
|
20.8K
$1.05M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-101Closed |
$5.09K - $5.12K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$270K - $272K
|
5.36K
$271K
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-27- 0.5% |
$1.36K - $1.37K
|
5.35K
$270K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31.3K+ 36.1% |
$1.58M - $1.59M
|
118K
$5.96M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
11K+ 29.19% |
$556K - $559K
|
48.8K
$2.47M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 6.89% |
$1.15M - $1.16M
|
309K
$15.6M
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-303K- 26.34% |
$15.3M - $15.4M
|
847K
$42.8M
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
9.29KNew |
$469K - $471K
|
9.29K
$469K
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-29- 0.51% |
$1.46K - $1.47K
|
5.68K
$287K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
37.8K+ 3.46% |
$1.91M - $1.92M
|
1.13M
$57.1M
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.1KNew |
$257K - $258K
|
5.1K
$258K
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.28K+ 24.7% |
$216K - $217K
|
21.6K
$1.09M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-11.1K- 12.06% |
$558K - $561K
|
80.6K
$4.07M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
415+ 4.0% |
$20.9K - $21K
|
10.8K
$546K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13+ 0.19% |
$656 - $659
|
6.75K
$341K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.58KNew |
$282K - $283K
|
5.58K
$282K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.69K+ 10.87% |
$186K - $187K
|
37.6K
$1.9M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6.4KNew |
$323K - $324K
|
6.4K
$323K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.2K+ 334.31% |
$767K - $771K
|
19.8K
$998K
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.38K+ 18.51% |
$272K - $273K
|
34.5K
$1.74M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 203.88% |
$506K - $508K
|
14.9K
$755K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
398+ 7.34% |
$20.1K - $20.2K
|
5.82K
$294K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-393- 11.22% |
$19.8K - $19.9K
|
3.11K
$157K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.98K+ 58.78% |
$99.6K - $100K
|
5.34K
$270K
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
95.4K+ 16.62% |
$4.81M - $4.84M
|
669K
$33.8M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.43K- 8.61% |
$72.3K - $72.7K
|
15.2K
$769K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$644K - $647K
|
12.8K
$645K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.56% |
$1.11K - $1.12K
|
3.96K
$200K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.31K- 31.0% |
$369K - $370K
|
16.3K
$822K
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-11K- 11.92% |
$555K - $558K
|
81.3K
$4.11M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
36.2K+ 20.42% |
$1.83M - $1.84M
|
214K
$10.8M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.76% |
$3.23K - $3.24K
|
8.53K
$431K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.4K+ 31.54% |
$2.24M - $2.25M
|
185K
$9.36M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41.5K- 33.8% |
$2.09M - $2.1M
|
81.2K
$4.1M
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
24.4K+ 10.92% |
$1.23M - $1.24M
|
247K
$12.5M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.38K+ 13.02% |
$69.8K - $70.2K
|
12K
$607K
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-595- 2.02% |
$30K - $30.2K
|
28.9K
$1.46M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-84.9K- 86.64% |
$4.28M - $4.3M
|
13.1K
$661K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.21K+ 10.66% |
$263K - $264K
|
54.1K
$2.73M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.25K- 97.04% |
$62.9K - $63.2K
|
38
$1.92K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
210K+ 9.4% |
$10.6M - $10.7M
|
2.45M
$124M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
8.11K+ 21.63% |
$409K - $411K
|
45.6K
$2.3M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-18.7K- 44.84% |
$944K - $949K
|
23K
$1.16M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-410- 2.14% |
$20.7K - $20.8K
|
18.8K
$949K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.75K+ 1.3% |
$189K - $190K
|
292K
$14.7M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13K+ 45.73% |
$657K - $661K
|
41.5K
$2.1M
|