Latest Institutional Purchases of Blackrock Ultra Short Term Bon (ICSH)
This list provides information on the latest institutional transactions involving Blackrock Ultra Short Term Bon (ICSH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.7KNew |
$590K - $593K
|
11.7K
$592K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$525K - $527K
|
10.4K
$526K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.7KNew |
$489K - $491K
|
9.7K
$490K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.83KNew |
$444K - $447K
|
8.83K
$446K
|
|
|
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 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.48K+ 56.19% |
$276K - $277K
|
15.2K
$769K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.21K+ 37.16% |
$262K - $264K
|
19.2K
$971K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.39KNew |
$221K - $222K
|
4.39K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$217K - $218K
|
4.31K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.28KNew |
$215K - $217K
|
4.28K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
839+ 12.97% |
$42.2K - $42.5K
|
7.31K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
798+ 5.81% |
$40.2K - $40.4K
|
14.5K
$733K
|
|
|
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 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
423+ 9.42% |
$21.3K - $21.4K
|
4.91K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
318+ 3.26% |
$16K - $16.1K
|
10.1K
$509K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
129New |
$6.5K - $6.53K
|
129
$6.51K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$6.24K - $6.27K
|
124
$6.26K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
71+ 0.18% |
$3.57K - $3.59K
|
40.2K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.54% |
$2.52K - $2.53K
|
9.27K
$468K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
42+ 0.89% |
$2.11K - $2.13K
|
4.77K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
41+ 0.61% |
$2.06K - $2.07K
|
6.81K
$344K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14+ 0.28% |
$705 - $708
|
4.99K
$252K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
452KNew |
$22.7M - $22.8M
|
452K
$22.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
31.6K+ 2.8% |
$1.59M - $1.6M
|
1.16M
$58.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
22.4KNew |
$1.13M - $1.13M
|
22.4K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.8KNew |
$792K - $797K
|
15.8K
$797K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.6KNew |
$533K - $536K
|
10.6K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.32KNew |
$367K - $369K
|
7.32K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.95KNew |
$349K - $351K
|
6.95K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.17KNew |
$310K - $311K
|
6.17K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.26KNew |
$214K - $215K
|
4.26K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 100.0% |
$125K - $126K
|
5K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.9KNew |
$95.3K - $95.9K
|
1.9K
$95.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.55KNew |
$77.7K - $78.2K
|
1.55K
$78.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
830New |
$41.6K - $41.9K
|
830
$41.9K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
500+ 7.69% |
$25.1K - $25.2K
|
7K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
168New |
$8.43K - $8.48K
|
168
$8.48K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
88New |
$4.42K - $4.44K
|
88
$4.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.13% |
$4.42K - $4.44K
|
7.88K
$398K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.46K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
267KNew |
$13.4M - $13.4M
|
267K
$13.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
253K+ 722.8% |
$12.7M - $12.7M
|
287K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
29.7KNew |
$1.49M - $1.5M
|
29.7K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10KNew |
$501K - $504K
|
10K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.21KNew |
$461K - $464K
|
9.21K
$465K
|
|