Purchases and Sales Made in Q1 2025 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2025. 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 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
29.8K+ 22.23% |
$1.5M - $1.51M
|
164K
$8.28M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.9K+ 16.33% |
$1.41M - $1.41M
|
199K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
25.8K+ 56.74% |
$1.3M - $1.31M
|
71.3K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
24.9K+ 41.75% |
$1.26M - $1.26M
|
84.7K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
24.4K+ 10.92% |
$1.23M - $1.24M
|
247K
$12.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.5K+ 5723.92% |
$1.13M - $1.14M
|
22.9K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20.6K+ 19.34% |
$1.04M - $1.04M
|
127K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
20K+ 64.63% |
$1.01M - $1.01M
|
50.9K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18K+ 21.07% |
$907K - $912K
|
103K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.5K+ 249.64% |
$831K - $836K
|
23.1K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16KNew |
$806K - $810K
|
16K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.2K+ 334.31% |
$767K - $771K
|
19.8K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3KNew |
$720K - $723K
|
14.3K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13K+ 45.73% |
$657K - $661K
|
41.5K
$2.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$644K - $647K
|
12.8K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.5K+ 3.09% |
$630K - $633K
|
417K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 5.9% |
$617K - $621K
|
220K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 15.66% |
$613K - $616K
|
89.8K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 122.96% |
$611K - $614K
|
22K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.7K+ 17.28% |
$590K - $593K
|
79.4K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.6K+ 1155.3% |
$583K - $586K
|
12.6K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
11.4K+ 93.81% |
$574K - $577K
|
23.5K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
11K+ 29.19% |
$556K - $559K
|
48.8K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.9KNew |
$548K - $551K
|
10.9K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.6K+ 11.55% |
$533K - $536K
|
102K
$5.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6K+ 15.29% |
$532K - $535K
|
79.5K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 42.73% |
$525K - $528K
|
34.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.4K+ 14.41% |
$525K - $528K
|
82.7K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$514K - $517K
|
10.2K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 203.88% |
$506K - $508K
|
14.9K
$755K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.92K+ 49.95% |
$500K - $503K
|
29.8K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.59K+ 21.2% |
$484K - $486K
|
54.8K
$2.77M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.43K+ 15.39% |
$476K - $478K
|
70.7K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
9.32K+ 185.5% |
$470K - $472K
|
14.3K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
9.29KNew |
$469K - $471K
|
9.29K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
9.23K+ 1.12% |
$465K - $468K
|
835K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.03KNew |
$455K - $458K
|
9.03K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.47K+ 5.08% |
$427K - $429K
|
175K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
8.45K+ 7.25% |
$426K - $428K
|
125K
$6.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
8.11K+ 21.63% |
$409K - $411K
|
45.6K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.42KNew |
$374K - $376K
|
7.42K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.31K+ 3.28% |
$369K - $370K
|
230K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.3KNew |
$368K - $370K
|
7.3K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.03K+ 3.98% |
$354K - $356K
|
184K
$9.27M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.88K+ 25.05% |
$347K - $349K
|
34.3K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.78KNew |
$342K - $343K
|
6.78K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.72KNew |
$339K - $341K
|
6.72K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.41K+ 4969.77% |
$323K - $325K
|
6.54K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6.4KNew |
$323K - $324K
|
6.4K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
6.24K+ 4.76% |
$315K - $317K
|
138K
$6.95M
|