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 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.78K- 13.74% |
$89.9K - $90.4K
|
11.2K
$566K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.9KNew |
$548K - $551K
|
10.9K
$549K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 8.94% |
$51.5K - $51.8K
|
12.4K
$628K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-203- 3.04% |
$10.2K - $10.3K
|
6.47K
$327K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
36.3K+ 29.77% |
$1.83M - $1.84M
|
158K
$7.99M
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-304- 0.76% |
$15.3K - $15.4K
|
39.5K
$2M
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-569- 4.83% |
$28.7K - $28.8K
|
11.2K
$567K
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-15.6K- 71.35% |
$789K - $793K
|
6.28K
$317K
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.2K- 18.89% |
$111K - $111K
|
9.43K
$476K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.94K- 2.59% |
$97.9K - $98.4K
|
72.9K
$3.68M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.39K+ 7.36% |
$70.1K - $70.5K
|
20.3K
$1.02M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.82K- 22.7% |
$496K - $498K
|
33.4K
$1.69M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 17.2% |
$203K - $204K
|
27.4K
$1.38M
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
400+ 2.01% |
$20.2K - $20.3K
|
20.3K
$1.03M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$253K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-240- 1.18% |
$12.1K - $12.2K
|
20.1K
$1.01M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.06K+ 13.73% |
$53.4K - $53.6K
|
8.76K
$443K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-20.7K- 13.85% |
$1.05M - $1.05M
|
129K
$6.52M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.02K+ 6.64% |
$253K - $254K
|
80.5K
$4.07M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.13MNew |
$57.2M - $57.5M
|
1.13M
$57.3M
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-17.3K- 8.95% |
$874K - $879K
|
176K
$8.91M
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
31.2K+ 31.15% |
$1.57M - $1.58M
|
131K
$6.63M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-425K- 67.89% |
$21.4M - $21.6M
|
201K
$10.2M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$405K - $408K
|
8.05K
$407K
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
4KNew |
$201K - $203K
|
4K
$202K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16New |
$806 - $811
|
16
$808
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.73KNew |
$238K - $240K
|
4.73K
$239K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8.94KNew |
$450K - $453K
|
8.94K
$451K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
90New |
$4.53K - $4.56K
|
90
$4.55K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.38% |
$50.4 - $50.7
|
262
$13.2K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-370- 6.38% |
$18.6K - $18.8K
|
5.43K
$274K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$222K - $223K
|
4.41K
$223K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.45K- 30.3% |
$174K - $175K
|
7.93K
$401K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
11.7K+ 172.56% |
$591K - $595K
|
18.5K
$936K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17KNew |
$857K - $863K
|
17K
$860K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-423- 6.81% |
$21.3K - $21.4K
|
5.79K
$292K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
53New |
$2.67K - $2.69K
|
53
$2.68K
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 186.84% |
$1.58M - $1.59M
|
48.2K
$2.44M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16K- 56.08% |
$806K - $812K
|
12.5K
$634K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
66+ 1.65% |
$3.32K - $3.35K
|
4.06K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-89.4K- 65.76% |
$4.5M - $4.53M
|
46.5K
$2.35M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.81K- 10.18% |
$141K - $142K
|
24.8K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.08K+ 140.92% |
$356K - $359K
|
12.1K
$611K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-84.6K- 93.72% |
$4.26M - $4.29M
|
5.67K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
974+ 2.77% |
$49K - $49.4K
|
36.1K
$1.82M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.97K+ 6.94% |
$250K - $252K
|
76.6K
$3.87M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
21.9K+ 32.07% |
$1.1M - $1.11M
|
90.3K
$4.56M
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-24.6K- 22.59% |
$1.24M - $1.25M
|
84.4K
$4.27M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.32% |
$705 - $710
|
4.31K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
32.5KNew |
$1.64M - $1.65M
|
32.5K
$1.64M
|