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 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-550- 5.47% |
$27.7K - $27.9K
|
9.51K
$481K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-569- 4.83% |
$28.7K - $28.8K
|
11.2K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-570- 10.01% |
$28.8K - $28.9K
|
5.13K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-595- 2.02% |
$30K - $30.2K
|
28.9K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-606- 3.6% |
$30.6K - $30.7K
|
16.2K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-653- 6.77% |
$32.9K - $33.1K
|
8.99K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-711- 7.94% |
$35.9K - $36K
|
8.24K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-745- 6.93% |
$37.6K - $37.8K
|
10K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-772- 3.32% |
$38.9K - $39.1K
|
22.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-785- 5.69% |
$39.6K - $39.8K
|
13K
$658K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-794- 15.43% |
$40K - $40.3K
|
4.35K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-803- 9.14% |
$40.5K - $40.7K
|
7.98K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-807- 15.91% |
$40.7K - $40.9K
|
4.27K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-874- 5.71% |
$44.1K - $44.3K
|
14.4K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-878- 1.11% |
$44.3K - $44.5K
|
78.1K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-950- 20.88% |
$47.9K - $48.2K
|
3.6K
$182K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-953- 45.73% |
$48.1K - $48.3K
|
1.13K
$57.1K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-991- 6.96% |
$50K - $50.2K
|
13.2K
$669K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.01K- 50.0% |
$50.8K - $51.1K
|
1.01K
$50.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.05K- 8.17% |
$52.9K - $53.2K
|
11.8K
$596K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.1K- 10.2% |
$55.7K - $56K
|
9.72K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.23K- 13.72% |
$61.8K - $62.2K
|
7.71K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.24K- 2.89% |
$62.7K - $63.1K
|
41.8K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.25K- 97.04% |
$62.9K - $63.2K
|
38
$1.92K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.31K- 24.1% |
$65.9K - $66.2K
|
4.11K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-1.31K- 4.24% |
$66.2K - $66.6K
|
29.7K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.42K- 1.28% |
$71.7K - $72.1K
|
109K
$5.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.43K- 8.61% |
$72.3K - $72.7K
|
15.2K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.57K- 3.15% |
$79.4K - $79.8K
|
48.4K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.59K- 10.15% |
$80K - $80.5K
|
14K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.67K- 13.63% |
$84.4K - $84.8K
|
10.6K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.72K- 10.92% |
$87K - $87.4K
|
14.1K
$710K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.77K- 10.63% |
$89K - $89.5K
|
14.8K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.78K- 13.74% |
$89.9K - $90.4K
|
11.2K
$566K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 3.39% |
$90.1K - $90.6K
|
51K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.86K- 6.61% |
$93.6K - $94K
|
26.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.86K- 28.0% |
$93.6K - $94K
|
4.77K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.92KClosed |
$96.6K - $97.1K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.94K- 2.59% |
$97.9K - $98.4K
|
72.9K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.97K- 0.59% |
$99.2K - $99.7K
|
333K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2K- 2.46% |
$101K - $102K
|
79.5K
$4.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.16K- 25.95% |
$109K - $110K
|
6.17K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.2K- 18.89% |
$111K - $111K
|
9.43K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 4.44% |
$120K - $121K
|
51.2K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.48K- 4.3% |
$125K - $126K
|
55.2K
$2.79M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.48K- 4.85% |
$125K - $126K
|
48.7K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 3.23% |
$129K - $130K
|
76.6K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.83K- 13.89% |
$143K - $143K
|
17.5K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.13K- 55.6% |
$158K - $159K
|
2.5K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.29K- 21.62% |
$166K - $167K
|
11.9K
$602K
|