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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.6K- 34.68% |
$130K - $131K
|
4.9K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.86K- 63.9% |
$143K - $144K
|
1.62K
$81.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.88K- 2.51% |
$144K - $145K
|
112K
$5.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.09K- 6.96% |
$154K - $155K
|
41.3K
$2.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.13K- 6.97% |
$157K - $158K
|
41.8K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.2K- 23.64% |
$160K - $161K
|
10.3K
$522K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.26K- 17.3% |
$163K - $164K
|
15.6K
$786K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 41.8% |
$164K - $164K
|
4.55K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.45K- 12.49% |
$173K - $174K
|
24.2K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.5K- 39.74% |
$175K - $176K
|
5.31K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.54K- 3.59% |
$177K - $178K
|
95.2K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.7K- 47.44% |
$185K - $186K
|
4.1K
$207K
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-3.81K- 3.7% |
$190K - $191K
|
99K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.84K- 12.57% |
$192K - $193K
|
26.7K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.04K- 8.86% |
$202K - $203K
|
41.5K
$2.1M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.18K- 50.86% |
$209K - $210K
|
4.04K
$204K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-4.32K- 27.97% |
$216K - $217K
|
11.1K
$561K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-4.33K- 15.55% |
$217K - $218K
|
23.5K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.48K- 26.1% |
$224K - $225K
|
12.7K
$640K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.48K- 37.09% |
$224K - $226K
|
7.6K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.53K- 22.28% |
$227K - $228K
|
15.8K
$798K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.63K- 38.66% |
$232K - $233K
|
7.35K
$371K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-4.63K- 2.74% |
$232K - $233K
|
164K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.99K- 16.97% |
$250K - $251K
|
24.4K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.11K- 11.14% |
$256K - $257K
|
40.7K
$2.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.64K- 29.75% |
$282K - $284K
|
13.3K
$673K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.72K- 31.12% |
$286K - $288K
|
12.7K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.8K- 62.46% |
$290K - $292K
|
3.49K
$176K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.82K- 24.83% |
$291K - $292K
|
17.6K
$889K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.02K- 3.92% |
$301K - $303K
|
147K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.3K- 32.34% |
$315K - $317K
|
13.2K
$666K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.45K- 22.67% |
$323K - $324K
|
22K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.78K- 15.58% |
$339K - $341K
|
36.7K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.8K- 15.76% |
$340K - $342K
|
36.4K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6.99K- 17.27% |
$350K - $351K
|
33.5K
$1.69M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-7.49K- 10.45% |
$375K - $377K
|
64.2K
$3.24M
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-7.71K- 12.72% |
$386K - $388K
|
52.9K
$2.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.71K- 32.36% |
$386K - $388K
|
16.1K
$814K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.32K- 2.74% |
$417K - $419K
|
295K
$14.9M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.45K- 10.94% |
$423K - $425K
|
68.8K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.69K- 13.51% |
$435K - $437K
|
55.6K
$2.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-8.88K- 6.97% |
$444K - $446K
|
119K
$5.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9K- 11.6% |
$450K - $453K
|
68.6K
$3.46M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-9.03K- 18.48% |
$452K - $454K
|
39.8K
$2.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.03K- 30.07% |
$452K - $454K
|
21K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-9.62K- 5.69% |
$481K - $484K
|
159K
$8.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.65K- 48.61% |
$483K - $485K
|
10.2K
$515K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9.97K- 46.8% |
$499K - $501K
|
11.3K
$572K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-10.1K- 45.62% |
$503K - $505K
|
12K
$605K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.3K- 43.53% |
$514K - $516K
|
13.3K
$672K
|