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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-440- 8.9% |
$22.1K - $22.2K
|
4.51K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.43KNew |
$122K - $123K
|
2.43K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-837- 11.01% |
$42.1K - $42.3K
|
6.77K
$342K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.51% |
$50.3K - $50.6K
|
17.1K
$865K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 450.0% |
$22.6K - $22.7K
|
550
$27.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$252K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.35K- 71.27% |
$169K - $169K
|
1.35K
$68.2K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-5.93K- 50.09% |
$299K - $300K
|
5.91K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54Closed |
$2.72K - $2.73K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.48K+ 56.19% |
$276K - $277K
|
15.2K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-13.3K- 32.15% |
$671K - $675K
|
28.2K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.3K+ 12.59% |
$2.33M - $2.34M
|
414K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.4K+ 59.08% |
$827K - $831K
|
44.2K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.7KNew |
$590K - $593K
|
11.7K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$6.24K - $6.27K
|
124
$6.26K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.71K- 98.5% |
$86K - $86.5K
|
26
$1.31K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-442- 91.13% |
$22.3K - $22.4K
|
43
$2.17K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
839+ 12.97% |
$42.2K - $42.5K
|
7.31K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-17.2K- 69.29% |
$865K - $869K
|
7.62K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
711+ 28.73% |
$35.8K - $36K
|
3.19K
$161K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14.6K- 74.3% |
$737K - $740K
|
5.06K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-181- 66.79% |
$9.11K - $9.16K
|
90
$4.54K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
14.9KNew |
$748K - $752K
|
14.9K
$750K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
41+ 0.61% |
$2.06K - $2.07K
|
6.81K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.6KNew |
$383K - $385K
|
7.6K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.49KNew |
$276K - $278K
|
5.49K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.42K- 78.69% |
$172K - $173K
|
927
$46.8K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-60.4K- 93.26% |
$3.04M - $3.06M
|
4.37K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.28KNew |
$215K - $217K
|
4.28K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.54% |
$2.52K - $2.53K
|
9.27K
$468K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.18K- 9.26% |
$462K - $465K
|
90K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$217K - $218K
|
4.31K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$525K - $527K
|
10.4K
$526K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.83KNew |
$444K - $447K
|
8.83K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 24.41% |
$89.4K - $89.8K
|
5.5K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14+ 0.28% |
$705 - $708
|
4.99K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-61K- 51.8% |
$3.07M - $3.09M
|
56.8K
$2.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.54K- 32.34% |
$329K - $331K
|
13.7K
$691K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.28K- 43.06% |
$417K - $419K
|
11K
$553K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
129New |
$6.5K - $6.53K
|
129
$6.51K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.21K+ 37.16% |
$262K - $264K
|
19.2K
$972K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.7KNew |
$489K - $491K
|
9.7K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
41KNew |
$2.06M - $2.07M
|
41K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.54K- 56.9% |
$480K - $483K
|
7.23K
$365K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.7KNew |
$639K - $642K
|
12.7K
$640K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-199- 4.4% |
$10K - $10.1K
|
4.33K
$218K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
42+ 0.89% |
$2.11K - $2.13K
|
4.77K
$241K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.55KNew |
$77.7K - $78.2K
|
1.55K
$78.2K
|
|