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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.9KNew |
$95.3K - $95.9K
|
1.9K
$96.1K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.55KNew |
$77.7K - $78.2K
|
1.55K
$78.4K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
830New |
$41.6K - $41.9K
|
830
$42K
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
500+ 7.69% |
$25.1K - $25.2K
|
7K
$354K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
168New |
$8.43K - $8.48K
|
168
$8.5K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
88New |
$4.42K - $4.44K
|
88
$4.45K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.13% |
$4.42K - $4.44K
|
7.88K
$399K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.47K
|
|
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
$506K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.21KNew |
$461K - $464K
|
9.21K
$466K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.45KNew |
$323K - $325K
|
6.45K
$326K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.25K+ 56.89% |
$313K - $315K
|
17.2K
$871K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6.19K+ 0.9% |
$310K - $312K
|
690K
$34.9M
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.78KNew |
$240K - $241K
|
4.78K
$242K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.28KNew |
$214K - $216K
|
4.28K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.34K+ 2.7% |
$167K - $168K
|
127K
$6.43M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.84K+ 1.1% |
$92.3K - $92.9K
|
169K
$8.56M
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.14K+ 2.96% |
$57.3K - $57.6K
|
39.8K
$2.02M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
966+ 93.42% |
$48.4K - $48.7K
|
2K
$101K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
802+ 14.97% |
$40.2K - $40.4K
|
6.16K
$312K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
219New |
$11K - $11K
|
219
$11.1K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
198New |
$9.92K - $9.98K
|
198
$10K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
171+ 1.27% |
$8.57K - $8.62K
|
13.7K
$691K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
30+ 0.62% |
$1.5K - $1.51K
|
4.86K
$246K
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
27New |
$1.35K - $1.36K
|
27
$1.37K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
27+ 1.25% |
$1.35K - $1.36K
|
2.19K
$111K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
104K+ 439.25% |
$5.2M - $5.22M
|
127K
$6.44M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
36.8KNew |
$1.84M - $1.85M
|
36.8K
$1.86M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12.8K+ 26.4% |
$639K - $642K
|
61.1K
$3.09M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.24KNew |
$363K - $364K
|
7.24K
$366K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6.9KNew |
$345K - $347K
|
6.9K
$349K
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.97KNew |
$299K - $300K
|
5.97K
$302K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.71KNew |
$186K - $187K
|
3.71K
$188K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.63KNew |
$132K - $132K
|
2.63K
$133K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$57.5K - $57.8K
|
1.15K
$58.1K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
759New |
$38K - $38.2K
|
759
$38.4K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.2K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
220New |
$11K - $11.1K
|
220
$11.1K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198New |
$9.92K - $9.96K
|
198
$10K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
96New |
$4.81K - $4.83K
|
96
$4.86K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34New |
$1.7K - $1.71K
|
34
$1.72K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
394KNew |
$19.7M - $19.8M
|
394K
$20M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
95KNew |
$4.75M - $4.78M
|
95K
$4.8M
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
30.7KNew |
$1.54M - $1.55M
|
30.7K
$1.56M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.9KNew |
$1.25M - $1.25M
|
24.9K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5KNew |
$924K - $929K
|
18.5K
$934K
|