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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6.15K+ 46.94% |
$310K - $312K
|
19.3K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.13K+ 9.65% |
$309K - $311K
|
69.7K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.05K+ 19.34% |
$305K - $307K
|
37.4K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.92K+ 116.3% |
$299K - $300K
|
11K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.78KNew |
$292K - $293K
|
5.78K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.58KNew |
$282K - $283K
|
5.58K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.38K+ 18.51% |
$272K - $273K
|
34.5K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$270K - $272K
|
5.36K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.21K+ 10.66% |
$263K - $264K
|
54.1K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.1KNew |
$257K - $258K
|
5.1K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.08KNew |
$256K - $257K
|
5.08K
$256K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.02K+ 6.64% |
$253K - $254K
|
80.5K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.96K+ 6.66% |
$250K - $251K
|
79.4K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.95KNew |
$250K - $251K
|
4.95K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.83K+ 17.38% |
$244K - $245K
|
32.6K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.82K+ 81.46% |
$243K - $245K
|
10.7K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.81K+ 15.52% |
$243K - $244K
|
35.8K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.42K+ 15.06% |
$223K - $224K
|
33.8K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.33KNew |
$218K - $219K
|
4.33K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.32KNew |
$218K - $219K
|
4.32K
$218K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.3K+ 14.73% |
$217K - $218K
|
33.5K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.28K+ 24.7% |
$216K - $217K
|
21.6K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.26K+ 3.1% |
$215K - $216K
|
142K
$7.16M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.03K+ 9.31% |
$203K - $204K
|
47.3K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 17.2% |
$203K - $204K
|
27.4K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.75K+ 1.3% |
$189K - $190K
|
292K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.69K+ 10.87% |
$186K - $187K
|
37.6K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.65K+ 2.91% |
$184K - $185K
|
129K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.51K+ 31.17% |
$177K - $178K
|
14.8K
$747K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 32.17% |
$176K - $177K
|
14.3K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.44K+ 29.58% |
$173K - $174K
|
15.1K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.33K+ 24.28% |
$168K - $169K
|
17.1K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 43.44% |
$166K - $167K
|
10.9K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.88K+ 15.09% |
$145K - $146K
|
22K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.72K+ 7.75% |
$137K - $138K
|
37.9K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67K+ 5.18% |
$135K - $135K
|
54.2K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.52K+ 88.22% |
$127K - $128K
|
5.38K
$272K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.39K+ 8.47% |
$121K - $121K
|
30.7K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.31K+ 1.41% |
$116K - $117K
|
166K
$8.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.22K+ 5.63% |
$112K - $112K
|
41.6K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.17K+ 27.31% |
$109K - $110K
|
10.1K
$510K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.03K+ 1.38% |
$102K - $103K
|
149K
$7.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.02KNew |
$102K - $102K
|
2.02K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2K+ 215.75% |
$101K - $101K
|
2.93K
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.98K+ 58.78% |
$99.6K - $100K
|
5.34K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.96K+ 7.03% |
$99K - $99.5K
|
29.9K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.85K+ 15.51% |
$93.1K - $93.5K
|
13.7K
$694K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71K+ 2.21% |
$86.4K - $86.8K
|
79.1K
$4M
|