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
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12K+ 20.8% |
$56.2K - $56.5K
|
6.52K
$329K
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1K+ 67.8% |
$50K - $50.3K
|
2.48K
$125K
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
850+ 2.68% |
$42.5K - $42.7K
|
32.6K
$1.64M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
755+ 6.9% |
$37.8K - $38K
|
11.7K
$591K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
729+ 0.68% |
$36.5K - $36.7K
|
109K
$5.49M
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
705+ 2.87% |
$35.3K - $35.5K
|
25.2K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
695+ 0.11% |
$34.8K - $35K
|
645K
$32.6M
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
593+ 5.63% |
$29.7K - $29.8K
|
11.1K
$562K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
587+ 5.48% |
$29.4K - $29.5K
|
11.3K
$570K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
551+ 4.97% |
$27.6K - $27.7K
|
11.6K
$588K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
525New |
$26.3K - $26.4K
|
525
$26.5K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
522+ 1864.29% |
$26.1K - $26.3K
|
550
$27.8K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
522+ 6.66% |
$26.1K - $26.3K
|
8.37K
$422K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
484+ 10.7% |
$24.2K - $24.3K
|
5.01K
$253K
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
359+ 0.65% |
$18K - $18.1K
|
56K
$2.83M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
258+ 0.71% |
$12.9K - $13K
|
36.7K
$1.85M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
234+ 0.24% |
$11.7K - $11.8K
|
97.4K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
230New |
$11.5K - $11.6K
|
230
$11.6K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
217+ 1.5% |
$10.9K - $10.9K
|
14.7K
$742K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213+ 17.16% |
$10.7K - $10.7K
|
1.45K
$73.4K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
210New |
$10.5K - $10.6K
|
210
$10.6K
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
188+ 0.72% |
$9.41K - $9.45K
|
26.3K
$1.33M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
183+ 4.28% |
$9.16K - $9.2K
|
4.45K
$225K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
146+ 0.72% |
$7.31K - $7.34K
|
20.3K
$1.03M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
125New |
$6.26K - $6.29K
|
125
$6.31K
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
93+ 0.27% |
$4.65K - $4.68K
|
35.1K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
57New |
$2.85K - $2.87K
|
57
$2.88K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 0.62% |
$2.5K - $2.51K
|
8.11K
$409K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
44+ 0.5% |
$2.2K - $2.21K
|
8.86K
$447K
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
39+ 0.42% |
$1.95K - $1.96K
|
9.28K
$468K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34+ 1.28% |
$1.7K - $1.71K
|
2.68K
$136K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28New |
$1.4K - $1.41K
|
28
$1.41K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 0.32% |
$1.1K - $1.11K
|
6.97K
$352K
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$651 - $654
|
5.93K
$299K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8+ 0.06% |
$400 - $402
|
13.2K
$668K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4New |
$200 - $201
|
4
$202
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$150 - $151
|
2.81K
$142K
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-20- 1.03% |
$1K - $1.01K
|
1.92K
$97K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 0.1% |
$1.35K - $1.36K
|
26.6K
$1.34M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-60- 0.85% |
$3K - $3.02K
|
7.02K
$354K
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-102- 2.34% |
$5.1K - $5.13K
|
4.26K
$215K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-122- 18.35% |
$6.1K - $6.14K
|
543
$27.4K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-124- 11.98% |
$6.2K - $6.24K
|
911
$46K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-125Closed |
$6.26K - $6.29K
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-130- 2.89% |
$6.51K - $6.54K
|
4.37K
$221K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-135- 0.65% |
$6.76K - $6.79K
|
20.6K
$1.04M
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-136- 0.15% |
$6.81K - $6.84K
|
88.7K
$4.48M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-182- 2.6% |
$9.11K - $9.15K
|
6.81K
$344K
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-194- 1.47% |
$9.71K - $9.76K
|
13K
$658K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-211- 4.21% |
$10.6K - $10.6K
|
4.8K
$243K
|