Purchases and Sales Made in Q1 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2024. 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 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 1.51% |
$8.36K - $8.4K
|
11.2K
$566K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
165+ 0.81% |
$8.31K - $8.35K
|
20.4K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
162+ 1.13% |
$8.16K - $8.2K
|
14.5K
$732K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
129New |
$6.5K - $6.53K
|
129
$6.53K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$6.24K - $6.27K
|
124
$6.28K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
121+ 1.35% |
$6.09K - $6.12K
|
9.1K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$6.04K - $6.07K
|
120
$6.07K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
110+ 0.17% |
$5.54K - $5.57K
|
63.8K
$3.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
100+ 1.15% |
$5.04K - $5.06K
|
8.81K
$446K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
81+ 1.08% |
$4.08K - $4.1K
|
7.61K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
71+ 0.88% |
$3.57K - $3.59K
|
8.11K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
71+ 0.18% |
$3.57K - $3.59K
|
40.2K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
70+ 1.45% |
$3.52K - $3.54K
|
4.91K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
67+ 0.22% |
$3.37K - $3.39K
|
31K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.54% |
$2.52K - $2.53K
|
9.27K
$469K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
42+ 0.89% |
$2.11K - $2.13K
|
4.77K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
41+ 0.61% |
$2.06K - $2.07K
|
6.81K
$345K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
41+ 0.34% |
$2.06K - $2.07K
|
12K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
40+ 0.35% |
$2.01K - $2.02K
|
11.4K
$575K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.66% |
$1.26K - $1.27K
|
3.81K
$193K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.11% |
$1.21K - $1.21K
|
22.2K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19+ 0.31% |
$957 - $961
|
6.11K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.28% |
$856 - $860
|
6.02K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14+ 0.28% |
$705 - $708
|
4.99K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.87% |
$252 - $253
|
583
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.96% |
$252 - $253
|
524
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 2.72% |
$201 - $202
|
151
$7.64K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
1+ 0.01% |
$50.4 - $50.6
|
12.3K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 1.5% |
$906 - $911
|
1.19K
$60K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-28- 0.28% |
$1.41K - $1.42K
|
10K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54Closed |
$2.72K - $2.73K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-54- 5.51% |
$2.72K - $2.73K
|
926
$46.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-54- 42.86% |
$2.72K - $2.73K
|
72
$3.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-63- 0.82% |
$3.17K - $3.19K
|
7.61K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-76- 1.02% |
$3.83K - $3.85K
|
7.36K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-100- 1.82% |
$5.04K - $5.06K
|
5.4K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 1.13% |
$5.04K - $5.06K
|
8.72K
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-114- 9.99% |
$5.74K - $5.77K
|
1.03K
$52K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-114- 13.3% |
$5.74K - $5.77K
|
743
$37.6K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-181- 66.79% |
$9.11K - $9.16K
|
90
$4.56K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-199- 4.4% |
$10K - $10.1K
|
4.33K
$219K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-266- 2.57% |
$13.4K - $13.5K
|
10.1K
$511K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-272- 3.48% |
$13.7K - $13.8K
|
7.55K
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-274- 0.8% |
$13.8K - $13.9K
|
34.1K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-309- 1.57% |
$15.6K - $15.6K
|
19.4K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-315- 5.26% |
$15.9K - $15.9K
|
5.68K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-339- 3.48% |
$17.1K - $17.2K
|
9.41K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-355- 2.43% |
$17.9K - $18K
|
14.2K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-413- 2.44% |
$20.8K - $20.9K
|
16.5K
$837K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-442- 91.13% |
$22.3K - $22.4K
|
43
$2.18K
|