Purchases and Sales Made in Q2 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
9.66K+ 2.74% |
$486K - $489K
|
362K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.66K+ 2.83% |
$486K - $488K
|
351K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.39K+ 562.77% |
$472K - $475K
|
11.1K
$559K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.29K+ 9.99% |
$468K - $470K
|
102K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.97KNew |
$452K - $454K
|
8.97K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
8.94KNew |
$450K - $452K
|
8.94K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
8.93K+ 55.1% |
$449K - $451K
|
25.1K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.75K+ 100.59% |
$440K - $442K
|
17.4K
$882K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.03K+ 13.45% |
$404K - $406K
|
67.7K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.79KNew |
$392K - $394K
|
7.79K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
7.65KNew |
$385K - $387K
|
7.65K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
7.6K+ 15.6% |
$383K - $384K
|
56.3K
$2.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.52K+ 24.02% |
$378K - $380K
|
38.8K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.38K+ 4.75% |
$371K - $373K
|
163K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.29K+ 5.97% |
$367K - $369K
|
129K
$6.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.99K+ 15.92% |
$352K - $354K
|
50.9K
$2.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6.63K+ 43.88% |
$334K - $335K
|
21.7K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.49KNew |
$327K - $328K
|
6.49K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.17K+ 31.79% |
$311K - $312K
|
25.6K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.06K+ 38.21% |
$305K - $306K
|
21.9K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.88K+ 4.36% |
$296K - $297K
|
141K
$7.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.73K+ 243.52% |
$288K - $290K
|
8.08K
$409K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.49K+ 5.46% |
$276K - $278K
|
106K
$5.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.28K+ 30.66% |
$266K - $267K
|
22.5K
$1.14M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.25KNew |
$264K - $265K
|
5.25K
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.19K+ 7.93% |
$261K - $263K
|
70.7K
$3.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.15KNew |
$259K - $260K
|
5.15K
$261K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
5K+ 125.0% |
$252K - $253K
|
9K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.97KNew |
$250K - $251K
|
4.97K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.84K+ 21.71% |
$244K - $245K
|
27.1K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.71K+ 3.66% |
$237K - $238K
|
133K
$6.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.45K+ 16.07% |
$224K - $225K
|
32.2K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.32KNew |
$217K - $218K
|
4.32K
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.28K+ 38.84% |
$215K - $216K
|
15.3K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.25KNew |
$214K - $215K
|
4.25K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 43.28% |
$209K - $210K
|
13.7K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 2.47% |
$202K - $203K
|
166K
$8.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.46K+ 0.86% |
$174K - $175K
|
405K
$20.5M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.42K+ 2.84% |
$172K - $173K
|
124K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.42K+ 6.15% |
$172K - $173K
|
59.1K
$2.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.29K+ 51.46% |
$165K - $166K
|
9.68K
$490K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
3.26K+ 2.03% |
$164K - $165K
|
163K
$8.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.17K+ 2.06% |
$160K - $160K
|
157K
$7.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.17K+ 25.32% |
$159K - $160K
|
15.7K
$793K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 3.56% |
$157K - $158K
|
91K
$4.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.12K+ 7.84% |
$157K - $158K
|
42.9K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.11K+ 1.47% |
$157K - $157K
|
215K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
3.11K+ 13.92% |
$156K - $157K
|
25.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.82K+ 50.61% |
$142K - $143K
|
8.39K
$424K
|