Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.95K- 17.69% |
$249K - $250K
|
23K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.1K- 25.56% |
$206K - $207K
|
11.9K
$603K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.3K- 36.67% |
$116K - $116K
|
3.98K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.09K- 6.57% |
$54.6K - $54.9K
|
15.5K
$781K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-837- 11.01% |
$42.1K - $42.3K
|
6.77K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-695- 7.68% |
$35K - $35.1K
|
8.36K
$422K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-646- 0.49% |
$32.5K - $32.7K
|
132K
$6.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-529- 11.18% |
$26.6K - $26.7K
|
4.2K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-440- 8.9% |
$22.1K - $22.2K
|
4.51K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 41.67% |
$1.51K - $1.52K
|
42
$2.12K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-61K- 51.8% |
$3.07M - $3.09M
|
56.8K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-60.4K- 93.26% |
$3.04M - $3.06M
|
4.37K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14.6K- 74.3% |
$737K - $740K
|
5.06K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-13.3K- 32.15% |
$671K - $675K
|
28.2K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.54K- 56.9% |
$480K - $483K
|
7.23K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.18K- 9.26% |
$462K - $465K
|
90K
$4.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.28K- 43.06% |
$417K - $419K
|
11K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.54K- 32.34% |
$329K - $331K
|
13.7K
$692K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-5.93K- 50.09% |
$299K - $300K
|
5.91K
$299K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.35K- 71.27% |
$169K - $169K
|
1.35K
$68.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 24.41% |
$89.4K - $89.8K
|
5.5K
$278K
|
|
|
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
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-199- 4.4% |
$10K - $10.1K
|
4.33K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-181- 66.79% |
$9.11K - $9.16K
|
90
$4.55K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54Closed |
$2.72K - $2.73K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-159K- 97.25% |
$8M - $8.05M
|
4.51K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-149K- 95.3% |
$7.47M - $7.52M
|
7.34K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-55.2K- 90.49% |
$2.77M - $2.79M
|
5.8K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-47.7K- 90.23% |
$2.39M - $2.41M
|
5.17K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-26.9K- 64.27% |
$1.35M - $1.36M
|
14.9K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23.9KClosed |
$1.2M - $1.21M
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-19.6K- 66.04% |
$983K - $989K
|
10.1K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14K- 51.98% |
$704K - $708K
|
13K
$655K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-13.9KClosed |
$699K - $703K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.25K- 58.57% |
$364K - $366K
|
5.13K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.44KClosed |
$223K - $224K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.44K- 41.07% |
$173K - $174K
|
4.94K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 30.8% |
$159K - $160K
|
7.14K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.72K- 39.39% |
$137K - $138K
|
4.19K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76K- 75.09% |
$88.5K - $89K
|
585
$29.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-968- 2.3% |
$48.6K - $48.9K
|
41.2K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-796- 43.98% |
$39.9K - $40.2K
|
1.01K
$51.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-530- 8.9% |
$26.6K - $26.8K
|
5.42K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-388- 83.26% |
$19.5K - $19.6K
|
78
$3.94K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-298- 6.94% |
$15K - $15K
|
4K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-196- 1.53% |
$9.84K - $9.89K
|
12.6K
$637K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-146- 26.89% |
$7.33K - $7.37K
|
397
$20.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-137- 1.72% |
$6.87K - $6.92K
|
7.85K
$396K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-75.7K- 68.25% |
$3.79M - $3.82M
|
35.2K
$1.78M
|
|