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 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.67K+ 3.82% |
$84.3K - $84.8K
|
45.5K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
1.67K+ 6.78% |
$84.1K - $84.5K
|
26.3K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.67K+ 3.56% |
$84.1K - $84.5K
|
48.5K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.65K+ 185.52% |
$83.4K - $83.8K
|
2.54K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.59K+ 27.49% |
$80.3K - $80.7K
|
7.38K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.57K+ 4.08% |
$79.3K - $79.7K
|
40.1K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.44K+ 1.23% |
$72.8K - $73.2K
|
119K
$6M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.39K+ 7.36% |
$70.1K - $70.5K
|
20.3K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.38K+ 13.02% |
$69.8K - $70.2K
|
12K
$607K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.3K+ 7.26% |
$65.3K - $65.7K
|
19.1K
$966K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 6.61% |
$65.1K - $65.4K
|
20.8K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.17K+ 4.09% |
$59.2K - $59.5K
|
29.9K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.13K+ 3.01% |
$57K - $57.3K
|
38.7K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.06K+ 13.73% |
$53.4K - $53.6K
|
8.76K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 8.94% |
$51.5K - $51.8K
|
12.4K
$628K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.01K+ 0.91% |
$51K - $51.3K
|
112K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1K+ 1.38% |
$50.5K - $50.8K
|
73.5K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1K+ 5.77% |
$50.4K - $50.7K
|
18.3K
$926K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
940+ 82.17% |
$47.4K - $47.7K
|
2.08K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
822+ 0.74% |
$41.5K - $41.7K
|
111K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
775+ 14.41% |
$39.1K - $39.3K
|
6.15K
$311K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
730+ 4.14% |
$36.8K - $37K
|
18.4K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
659+ 3.41% |
$33.2K - $33.4K
|
20K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
632+ 10.28% |
$31.9K - $32K
|
6.78K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
616+ 14.07% |
$31.1K - $31.2K
|
4.99K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
615+ 8.81% |
$31K - $31.2K
|
7.6K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
550New |
$27.7K - $27.9K
|
550
$27.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
539+ 1.36% |
$27.2K - $27.3K
|
40.2K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
535+ 54.04% |
$27K - $27.1K
|
1.53K
$77K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
509New |
$25.7K - $25.8K
|
509
$25.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
450+ 45.0% |
$22.7K - $22.8K
|
1.45K
$73.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
415+ 4.0% |
$20.9K - $21K
|
10.8K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
400+ 2.01% |
$20.2K - $20.3K
|
20.3K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
398+ 7.34% |
$20.1K - $20.2K
|
5.82K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
344+ 0.42% |
$17.4K - $17.4K
|
83.1K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
306+ 10.19% |
$15.4K - $15.5K
|
3.31K
$167K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
287+ 1.75% |
$14.5K - $14.6K
|
16.7K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
264+ 2.3% |
$13.3K - $13.4K
|
11.7K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
259New |
$13.1K - $13.1K
|
259
$13.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
250+ 2.28% |
$12.6K - $12.7K
|
11.2K
$567K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
249+ 0.14% |
$12.6K - $12.6K
|
176K
$8.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
235+ 2.19% |
$11.9K - $11.9K
|
10.9K
$553K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
229New |
$11.6K - $11.6K
|
229
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
171+ 1.16% |
$8.63K - $8.67K
|
14.9K
$752K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
167+ 0.75% |
$8.42K - $8.47K
|
22.5K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
90+ 0.61% |
$4.54K - $4.56K
|
14.9K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
84+ 0.74% |
$4.24K - $4.26K
|
11.5K
$581K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.76% |
$3.23K - $3.24K
|
8.53K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.83% |
$2.77K - $2.79K
|
520
$26.3K
|