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
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
810+ 3.2% |
$40.5K - $40.6K
|
26.1K
$1.32M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
743+ 5.5% |
$37.1K - $37.2K
|
14.3K
$720K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
741+ 1.25% |
$37K - $37.1K
|
59.8K
$3.02M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
650+ 3.67% |
$32.5K - $32.6K
|
18.3K
$926K
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
615+ 2.68% |
$30.7K - $30.8K
|
23.6K
$1.19M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
588+ 13.15% |
$29.4K - $29.5K
|
5.06K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500+ 0.68% |
$25K - $25.1K
|
74.1K
$3.74M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
497+ 2.61% |
$24.8K - $24.9K
|
19.5K
$987K
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
488+ 2.15% |
$24.4K - $24.5K
|
23.2K
$1.17M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
479New |
$23.9K - $24K
|
479
$24.2K
|
|
Oct 21, 2022
Q3 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
472+ 4.51% |
$23.6K - $23.7K
|
10.9K
$552K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
459+ 5.97% |
$22.9K - $23K
|
8.14K
$411K
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
435+ 0.27% |
$21.7K - $21.8K
|
162K
$8.19M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
417+ 375.68% |
$20.8K - $20.9K
|
528
$26.7K
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
403+ 4.67% |
$20.1K - $20.2K
|
9.04K
$456K
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
289+ 2.47% |
$14.4K - $14.5K
|
12K
$605K
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
274+ 0.21% |
$13.7K - $13.7K
|
133K
$6.72M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 8.98% |
$13.3K - $13.4K
|
3.24K
$164K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
263New |
$13.1K - $13.2K
|
263
$13.3K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
215+ 0.37% |
$10.7K - $10.8K
|
59.1K
$2.98M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
213+ 0.73% |
$10.6K - $10.7K
|
29.3K
$1.48M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 10.14% |
$9.99K - $10K
|
2.17K
$110K
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
200+ 4.48% |
$9.99K - $10K
|
4.67K
$236K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
187New |
$9.34K - $9.37K
|
187
$9.44K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
165+ 0.51% |
$8.25K - $8.27K
|
32.4K
$1.63M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
150+ 0.2% |
$7.5K - $7.52K
|
74.2K
$3.75M
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
81+ 0.41% |
$4.05K - $4.06K
|
20K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 0.4% |
$3.25K - $3.26K
|
16.2K
$817K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$2.75K - $2.76K
|
55
$2.78K
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
51+ 0.3% |
$2.55K - $2.56K
|
17.1K
$861K
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
49+ 0.33% |
$2.45K - $2.46K
|
14.7K
$741K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39+ 0.36% |
$1.95K - $1.95K
|
10.9K
$552K
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22+ 0.24% |
$1.1K - $1.1K
|
9.33K
$471K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19+ 0.26% |
$949 - $952
|
7.4K
$374K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.43% |
$750 - $752
|
3.52K
$178K
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.18% |
$700 - $702
|
7.79K
$393K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$500 - $501
|
10
$505
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
9+ 0.18% |
$450 - $451
|
5.14K
$260K
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5+ 0.04% |
$250 - $251
|
13.3K
$670K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4+ 0.04% |
$200 - $200
|
10.5K
$529K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1- 0.01% |
$50 - $50.1
|
13.3K
$674K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$250 - $251
|
3.34K
$168K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13- 1.02% |
$650 - $651
|
1.26K
$63.7K
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-13- 0.15% |
$650 - $651
|
8.66K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-39- 2.49% |
$1.95K - $1.95K
|
1.53K
$77.1K
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-42- 0.67% |
$2.1K - $2.1K
|
6.24K
$315K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48- 0.68% |
$2.4K - $2.41K
|
7.01K
$354K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-54- 54.55% |
$2.7K - $2.71K
|
45
$2.27K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-55- 9.4% |
$2.75K - $2.76K
|
530
$26.8K
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-74- 0.49% |
$3.7K - $3.71K
|
14.9K
$752K
|