Purchases and Sales Made in Q1 2022 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2022. The information is specifically focused on institutions that hold shares of BLACKROCK ULTRA SHORT-TERM BON.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.28K+ 33.36% |
$415K - $417K
|
33.1K
$1.67M
|
|
May 06, 2022
Q1 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
8KNew |
$401K - $403K
|
8K
$405K
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8KNew |
$401K - $403K
|
8K
$405K
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
7.5K+ 55.7% |
$376K - $378K
|
21K
$1.06M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.39KNew |
$370K - $373K
|
7.39K
$374K
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
7.17K+ 3.84% |
$359K - $361K
|
194K
$9.79M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.98K+ 47.08% |
$350K - $352K
|
21.8K
$1.1M
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
6.65K+ 34.47% |
$333K - $335K
|
26K
$1.31M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.63KNew |
$332K - $334K
|
6.63K
$336K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.45KNew |
$273K - $275K
|
5.45K
$276K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.13KNew |
$257K - $259K
|
5.13K
$260K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
5.1K+ 45.0% |
$255K - $257K
|
16.4K
$831K
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
5.02KNew |
$252K - $253K
|
5.02K
$254K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.99KNew |
$250K - $251K
|
4.99K
$252K
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.96K+ 112.56% |
$248K - $250K
|
9.36K
$473K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$231K - $232K
|
4.61K
$233K
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
4.57K+ 10.76% |
$229K - $230K
|
47K
$2.38M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.56KNew |
$228K - $230K
|
4.56K
$231K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.41K+ 11.19% |
$221K - $222K
|
43.8K
$2.22M
|
|
Apr 21, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
4.4KNew |
$221K - $222K
|
4.4K
$223K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 19.13% |
$207K - $209K
|
25.8K
$1.3M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.11K+ 42.53% |
$206K - $207K
|
13.8K
$696K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.05KNew |
$203K - $204K
|
4.05K
$205K
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4K+ 68.09% |
$200K - $202K
|
9.88K
$500K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.99KNew |
$200K - $201K
|
3.99K
$202K
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.75K+ 9.32% |
$188K - $189K
|
44K
$2.22M
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.72K+ 4.87% |
$186K - $188K
|
80.1K
$4.05M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.65K+ 8.93% |
$183K - $184K
|
44.5K
$2.25M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 80.49% |
$173K - $174K
|
7.75K
$392K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.28K+ 15.53% |
$165K - $165K
|
24.4K
$1.24M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
3.11KNew |
$156K - $156K
|
3.11K
$157K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
3K+ 28.05% |
$150K - $151K
|
13.7K
$694K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97KNew |
$149K - $150K
|
2.97K
$150K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.97K+ 35.14% |
$149K - $150K
|
11.4K
$578K
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.89K+ 1.43% |
$145K - $146K
|
205K
$10.4M
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.73K+ 1.24% |
$137K - $138K
|
224K
$11.3M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.7K+ 15.4% |
$135K - $136K
|
20.2K
$1.02M
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
2.59KNew |
$130K - $131K
|
2.59K
$131K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.56K+ 32.17% |
$128K - $129K
|
10.5K
$532K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.5K+ 19.97% |
$125K - $126K
|
15K
$758K
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.4K+ 3.09% |
$120K - $121K
|
80K
$4.05M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 3.97% |
$119K - $120K
|
62.4K
$3.16M
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.23K+ 3.14% |
$112K - $112K
|
73.1K
$3.7M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
2.17K+ 9.25% |
$109K - $109K
|
25.6K
$1.29M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.07K+ 8.0% |
$104K - $104K
|
27.9K
$1.41M
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.85K+ 45.58% |
$92.7K - $93.3K
|
5.91K
$299K
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
1.81K+ 2.78% |
$90.8K - $91.3K
|
67K
$3.39M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.74K+ 15.82% |
$87.3K - $87.8K
|
12.8K
$645K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.69K+ 51.97% |
$84.5K - $85K
|
4.93K
$250K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.61K+ 1.12% |
$80.5K - $80.9K
|
145K
$7.35M
|