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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.81K+ 1.81% |
$141K - $142K
|
159K
$8.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.58K+ 17.84% |
$130K - $130K
|
17.1K
$863K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.43KNew |
$122K - $123K
|
2.43K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 3.3% |
$108K - $109K
|
67.3K
$3.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.1K+ 33.3% |
$106K - $106K
|
8.41K
$426K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.01K+ 9.23% |
$101K - $101K
|
23.8K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.93K+ 2.43% |
$97.2K - $97.6K
|
81.5K
$4.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.88K+ 10.77% |
$94.7K - $95.1K
|
19.3K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.84K+ 13.52% |
$92.6K - $93.1K
|
15.5K
$783K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 37.44% |
$90.8K - $91.2K
|
6.62K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.8K+ 1.42% |
$90.5K - $90.9K
|
128K
$6.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.76K+ 4.29% |
$88.5K - $88.9K
|
42.8K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.72K+ 2.22% |
$86.7K - $87K
|
79.3K
$4.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.71K+ 30.7% |
$85.8K - $86.2K
|
7.26K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.7K+ 0.84% |
$85.4K - $85.8K
|
204K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 6.72% |
$78.9K - $79.3K
|
24.9K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4K+ 9.84% |
$70.3K - $70.7K
|
15.6K
$790K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2K+ 123.08% |
$60.4K - $60.7K
|
2.18K
$110K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.09K+ 8.57% |
$54.8K - $55K
|
13.8K
$698K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.07K+ 0.6% |
$53.9K - $54.2K
|
180K
$9.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.07KNew |
$53.9K - $54.2K
|
1.07K
$54.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.01K+ 9.06% |
$50.6K - $50.9K
|
12.1K
$613K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
919+ 7.84% |
$46.2K - $46.5K
|
12.6K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
914+ 0.34% |
$46K - $46.2K
|
266K
$13.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
906New |
$45.6K - $45.8K
|
906
$45.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
877New |
$44.1K - $44.3K
|
877
$44.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
858+ 4.27% |
$43.2K - $43.4K
|
21K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
846+ 7.57% |
$42.6K - $42.8K
|
12K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
840+ 14.26% |
$42.3K - $42.5K
|
6.73K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
816+ 5.19% |
$41.1K - $41.2K
|
16.5K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
708+ 6.46% |
$35.6K - $35.8K
|
11.7K
$590K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
706+ 10.86% |
$35.5K - $35.7K
|
7.21K
$365K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
700+ 3.47% |
$35.2K - $35.4K
|
20.9K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
668+ 1.35% |
$33.6K - $33.8K
|
50.3K
$2.55M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
650+ 3.69% |
$32.7K - $32.9K
|
18.3K
$924K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
637+ 5.33% |
$32.1K - $32.2K
|
12.6K
$637K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
597+ 11.27% |
$30K - $30.2K
|
5.89K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
560+ 60.48% |
$28.2K - $28.3K
|
1.49K
$75.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
525New |
$26.4K - $26.5K
|
525
$26.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
483+ 1.73% |
$24.3K - $24.4K
|
28.4K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
453+ 0.78% |
$22.8K - $22.9K
|
58.3K
$2.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 450.0% |
$22.6K - $22.7K
|
550
$27.8K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
420+ 7.4% |
$21.1K - $21.2K
|
6.1K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
379+ 4.16% |
$19.1K - $19.2K
|
9.48K
$480K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
288+ 1.35% |
$14.5K - $14.6K
|
21.7K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
270+ 1.65% |
$13.6K - $13.6K
|
16.6K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
267+ 2.67% |
$13.4K - $13.5K
|
10.3K
$520K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
209+ 1.85% |
$10.5K - $10.6K
|
11.5K
$582K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
189+ 0.38% |
$9.51K - $9.55K
|
50.2K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
140+ 2.29% |
$7.04K - $7.08K
|
6.25K
$317K
|