Purchases and Sales Made in Q3 2022 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.08M+ 78.37% |
$204M - $204M
|
9.28M
$469M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.85M+ 128.76% |
$92.6M - $92.9M
|
3.29M
$166M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.44M+ 75.5% |
$72M - $72.2M
|
3.35M
$169M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
902K+ 22.84% |
$45.1M - $45.2M
|
4.85M
$245M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
603KNew |
$30.1M - $30.2M
|
603K
$30.5M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
592K+ 285.68% |
$29.6M - $29.7M
|
799K
$40.4M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
556K+ 86.29% |
$27.8M - $27.9M
|
1.2M
$60.6M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
424K+ 2824506.75% |
$21.2M - $21.2M
|
424K
$21.4M
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
404K+ 4772.88% |
$20.2M - $20.2M
|
413K
$20.8M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
340K+ 10.96% |
$17M - $17M
|
3.44M
$174M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
313K+ 299.88% |
$15.6M - $15.7M
|
417K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
260K+ 798.96% |
$13M - $13M
|
293K
$14.8M
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
217K+ 29.57% |
$10.8M - $10.9M
|
949K
$47.9M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
195KNew |
$9.72M - $9.75M
|
195K
$9.83M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
190K+ 4668.71% |
$9.51M - $9.53M
|
194K
$9.82M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
182KNew |
$9.1M - $9.13M
|
182K
$9.21M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
175KNew |
$8.72M - $8.74M
|
175K
$8.82M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
172K+ 2.38% |
$8.61M - $8.63M
|
7.42M
$375M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
172K+ 57.99% |
$8.59M - $8.62M
|
468K
$23.7M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
171K+ 1108.18% |
$8.53M - $8.55M
|
186K
$9.4M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
159KNew |
$7.93M - $7.95M
|
159K
$8.02M
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
152K+ 101.43% |
$7.58M - $7.6M
|
301K
$15.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
145K+ 3047.11% |
$7.26M - $7.28M
|
150K
$7.58M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
142K+ 392.3% |
$7.09M - $7.11M
|
178K
$9M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
122K+ 385.54% |
$6.08M - $6.09M
|
153K
$7.74M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
116K+ 744.88% |
$5.8M - $5.82M
|
132K
$6.66M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 17.97% |
$5.54M - $5.56M
|
728K
$36.8M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
104KNew |
$5.21M - $5.23M
|
104K
$5.27M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
90.8K+ 226.81% |
$4.54M - $4.55M
|
131K
$6.61M
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
89.2KNew |
$4.46M - $4.47M
|
89.2K
$4.51M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
86.2K+ 906.68% |
$4.31M - $4.32M
|
95.7K
$4.84M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
83.8K+ 131.57% |
$4.19M - $4.2M
|
147K
$7.45M
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
BUY
|
- |
81.5K+ 279.44% |
$4.07M - $4.09M
|
111K
$5.59M
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
79.5KNew |
$3.97M - $3.98M
|
79.5K
$4.02M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
75K+ 4.28% |
$3.75M - $3.76M
|
1.83M
$92.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.9K+ 76.03% |
$3.74M - $3.75M
|
173K
$8.76M
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
70.8K+ 15.62% |
$3.54M - $3.55M
|
524K
$26.5M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
65.6KNew |
$3.28M - $3.29M
|
65.6K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
65.5K+ 36.16% |
$3.27M - $3.28M
|
247K
$12.5M
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
65.3KNew |
$3.26M - $3.27M
|
65.3K
$3.3M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
64.4K+ 151.77% |
$3.22M - $3.23M
|
107K
$5.4M
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
60.2KNew |
$3.01M - $3.02M
|
60.2K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
60.1K+ 1036.22% |
$3M - $3.01M
|
65.9K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.1KNew |
$2.9M - $2.91M
|
58.1K
$2.94M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56.2KNew |
$2.81M - $2.82M
|
56.2K
$2.84M
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
51.1K+ 12.95% |
$2.55M - $2.56M
|
446K
$22.5M
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
50.8KNew |
$2.54M - $2.54M
|
50.8K
$2.57M
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
48.7KNew |
$2.43M - $2.44M
|
48.7K
$2.46M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.9K+ 25.93% |
$2.39M - $2.4M
|
233K
$11.8M
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
47KNew |
$2.35M - $2.35M
|
47K
$2.37M
|