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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
6.37K+ 10.49% |
$319K - $320K
|
67.1K
$3.39M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.05K+ 7.13% |
$303K - $304K
|
90.8K
$4.58M
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.03K+ 9.36% |
$302K - $303K
|
70.4K
$3.56M
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.99KNew |
$300K - $301K
|
5.99K
$302K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.7K+ 94.65% |
$285K - $286K
|
11.7K
$591K
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.47KNew |
$274K - $275K
|
5.47K
$276K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5.39K+ 4.54% |
$270K - $271K
|
124K
$6.26M
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
5.33K+ 3.93% |
$267K - $268K
|
141K
$7.11M
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.95K+ 55.15% |
$248K - $249K
|
13.9K
$703K
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.73K+ 58.8% |
$237K - $238K
|
12.8K
$645K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$233K - $234K
|
4.65K
$235K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.56K+ 4.68% |
$228K - $229K
|
102K
$5.15M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.51K+ 89.9% |
$226K - $227K
|
9.54K
$481K
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.5KNew |
$225K - $226K
|
4.5K
$227K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.47KNew |
$224K - $225K
|
4.47K
$226K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.34K+ 199.26% |
$217K - $218K
|
6.51K
$329K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.15K+ 5.3% |
$208K - $209K
|
82.6K
$4.17M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.04KNew |
$202K - $203K
|
4.04K
$204K
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.04K+ 48.23% |
$202K - $203K
|
12.4K
$626K
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 3.58% |
$183K - $184K
|
106K
$5.35M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.61K+ 5.44% |
$181K - $182K
|
70K
$3.53M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.43K+ 38.21% |
$171K - $172K
|
12.4K
$626K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39K+ 11.79% |
$170K - $170K
|
32.1K
$1.62M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.35K+ 10.04% |
$168K - $169K
|
36.7K
$1.85M
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 11.79% |
$160K - $161K
|
30.3K
$1.53M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.09K+ 7.48% |
$154K - $155K
|
44.4K
$2.24M
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.99K+ 21.96% |
$150K - $150K
|
16.6K
$839K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.84K+ 15.79% |
$142K - $143K
|
20.8K
$1.05M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.79K+ 3.42% |
$140K - $140K
|
84.5K
$4.27M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.76K+ 3.87% |
$138K - $139K
|
74K
$3.74M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.73K+ 1.47% |
$137K - $137K
|
188K
$9.48M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.48K+ 37.59% |
$124K - $125K
|
9.09K
$459K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.4K+ 10.02% |
$120K - $121K
|
26.4K
$1.33M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 9.44% |
$112K - $112K
|
25.8K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.23K+ 1.93% |
$111K - $112K
|
117K
$5.93M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.21K+ 43.18% |
$110K - $111K
|
7.32K
$369K
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
2.05KNew |
$103K - $103K
|
2.05K
$104K
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2K+ 1.64% |
$100K - $101K
|
124K
$6.25M
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
1.94K+ 22.27% |
$97.2K - $97.7K
|
10.7K
$539K
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.9K+ 4.59% |
$95.3K - $95.8K
|
43.4K
$2.19M
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.7K+ 3.05% |
$85.1K - $85.5K
|
57.4K
$2.9M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.6KNew |
$80.2K - $80.6K
|
1.6K
$80.9K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.6K+ 11.21% |
$80.1K - $80.5K
|
15.9K
$802K
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.59K+ 30.48% |
$79.3K - $79.7K
|
6.79K
$343K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.56K+ 0.37% |
$78.2K - $78.6K
|
422K
$21.3M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 2.72% |
$71.3K - $71.6K
|
53.8K
$2.71M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.27K+ 5.51% |
$63.6K - $63.9K
|
24.3K
$1.23M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24K+ 6.13% |
$62.2K - $62.6K
|
21.5K
$1.09M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.21K+ 5.65% |
$60.5K - $60.8K
|
22.6K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 1.1% |
$60.2K - $60.5K
|
111K
$5.59M
|