Purchases and Sales Made in Q1 2023 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
30.6KNew |
$1.53M - $1.54M
|
30.6K
$1.55M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
28.9K+ 224.64% |
$1.44M - $1.45M
|
41.7K
$2.11M
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
28.8K+ 35.14% |
$1.44M - $1.45M
|
111K
$5.59M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.4K+ 13.24% |
$1.37M - $1.38M
|
234K
$11.8M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.9KNew |
$1.25M - $1.25M
|
24.9K
$1.26M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.5K+ 428.68% |
$1.12M - $1.13M
|
27.7K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
21.7KNew |
$1.09M - $1.09M
|
21.7K
$1.1M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4K+ 627.34% |
$1.02M - $1.02M
|
23.6K
$1.19M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
20.3K+ 48.5% |
$1.01M - $1.02M
|
62K
$3.13M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.1K+ 3.73% |
$957K - $962K
|
532K
$26.9M
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
19K+ 35.73% |
$950K - $955K
|
72.2K
$3.64M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5KNew |
$924K - $929K
|
18.5K
$933K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.3K+ 20.11% |
$916K - $921K
|
109K
$5.52M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
18K+ 44.11% |
$900K - $905K
|
58.8K
$2.97M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.1K+ 342.75% |
$857K - $861K
|
22.1K
$1.12M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.1KNew |
$855K - $860K
|
17.1K
$863K
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.1K+ 23.28% |
$805K - $809K
|
85.2K
$4.3M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.5KNew |
$776K - $780K
|
15.5K
$783K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.9KNew |
$744K - $748K
|
14.9K
$751K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$719K - $722K
|
14.4K
$725K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.1KNew |
$707K - $710K
|
14.1K
$713K
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.9KNew |
$694K - $698K
|
13.9K
$701K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.9K+ 173.85% |
$694K - $698K
|
21.9K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
12.6KNew |
$628K - $631K
|
12.6K
$634K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 1.68% |
$620K - $623K
|
748K
$37.8M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
12.3KNew |
$616K - $619K
|
12.3K
$622K
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
12.2K+ 20.16% |
$609K - $612K
|
72.5K
$3.66M
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
11.9KNew |
$595K - $598K
|
11.9K
$601K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.3K+ 86.5% |
$567K - $570K
|
24.5K
$1.23M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11.3KNew |
$563K - $566K
|
11.3K
$568K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$530K - $533K
|
10.6K
$535K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
10.5K+ 116.67% |
$525K - $528K
|
19.5K
$985K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.4KNew |
$521K - $524K
|
10.4K
$526K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.2KNew |
$513K - $515K
|
10.2K
$517K
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.63KNew |
$482K - $484K
|
9.63K
$486K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.56K+ 163.5% |
$478K - $481K
|
15.4K
$778K
|
|
May 05, 2023
Q1 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
8.91K+ 42.14% |
$446K - $448K
|
30K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.77K+ 4.56% |
$439K - $441K
|
201K
$10.1M
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
8.34K+ 3.32% |
$417K - $420K
|
260K
$13.1M
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
7.59K+ 0.9% |
$380K - $382K
|
852K
$43M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.58KNew |
$379K - $381K
|
7.58K
$383K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.44K+ 67.26% |
$372K - $374K
|
18.5K
$935K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.27K+ 347.85% |
$364K - $366K
|
9.36K
$473K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.05K+ 22.45% |
$353K - $355K
|
38.5K
$1.94M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.92K+ 48.3% |
$346K - $348K
|
21.2K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87KNew |
$344K - $345K
|
6.87K
$347K
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
6.73KNew |
$337K - $338K
|
6.73K
$340K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.63K+ 4.62% |
$332K - $334K
|
150K
$7.59M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.52KNew |
$326K - $328K
|
6.52K
$329K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.43KNew |
$322K - $323K
|
6.43K
$325K
|