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 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 6.7% |
$179K - $179K
|
49.8K
$2.51M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.69K- 3.65% |
$184K - $185K
|
97.5K
$4.92M
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 15.16% |
$185K - $185K
|
20.7K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.77K- 5.26% |
$188K - $189K
|
67.8K
$3.42M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.78K- 25.56% |
$189K - $189K
|
11K
$556K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.91K- 8.88% |
$196K - $196K
|
40.1K
$2.03M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.98K- 28.64% |
$199K - $199K
|
9.91K
$500K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4K- 12.78% |
$200K - $200K
|
27.3K
$1.38M
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
SELL
|
- |
-4.14K- 1.57% |
$207K - $208K
|
259K
$13.1M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.34K- 8.46% |
$217K - $217K
|
46.9K
$2.37M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.4K- 46.38% |
$220K - $221K
|
5.09K
$257K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.56K- 18.58% |
$228K - $228K
|
20K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.56K- 32.72% |
$228K - $228K
|
9.37K
$473K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-4.68K- 7.06% |
$234K - $235K
|
61.6K
$3.11M
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.73K- 5.75% |
$236K - $237K
|
77.5K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.11K- 16.7% |
$255K - $256K
|
25.5K
$1.29M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.11K- 62.58% |
$255K - $256K
|
3.06K
$154K
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-5.22K- 2.31% |
$261K - $262K
|
221K
$11.2M
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.29K- 24.96% |
$264K - $265K
|
15.9K
$804K
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.57K- 23.36% |
$278K - $279K
|
18.3K
$923K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.58K- 21.83% |
$279K - $280K
|
20K
$1.01M
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-5.97K- 4.47% |
$299K - $299K
|
128K
$6.44M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.44K- 5.68% |
$322K - $323K
|
107K
$5.4M
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.58K- 7.65% |
$329K - $330K
|
79.4K
$4.01M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.73K- 2.3% |
$336K - $337K
|
286K
$14.4M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-6.84K- 15.52% |
$342K - $343K
|
37.2K
$1.88M
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-6.96K- 11.13% |
$348K - $349K
|
55.6K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.24K- 31.46% |
$362K - $363K
|
15.8K
$796K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.3K- 12.89% |
$365K - $366K
|
49.3K
$2.49M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.59K- 20.98% |
$379K - $380K
|
28.6K
$1.44M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-7.6K- 27.43% |
$380K - $381K
|
20.1K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-7.64K- 10.71% |
$382K - $383K
|
63.7K
$3.22M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.84K- 1.18% |
$392K - $393K
|
659K
$33.3M
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-8.18K- 12.54% |
$409K - $410K
|
57.1K
$2.88M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.64K- 23.42% |
$432K - $433K
|
28.2K
$1.43M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.71K- 19.76% |
$435K - $436K
|
35.4K
$1.79M
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-8.83K- 50.07% |
$441K - $443K
|
8.81K
$445K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.05K- 33.05% |
$452K - $453K
|
18.3K
$925K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.07K- 1.26% |
$453K - $454K
|
713K
$36M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.31K- 2.39% |
$465K - $466K
|
380K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-9.76K- 4.24% |
$488K - $489K
|
221K
$11.1M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-10K- 69.26% |
$501K - $503K
|
4.45K
$225K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.1K- 19.25% |
$505K - $506K
|
42.4K
$2.14M
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.3K- 19.3% |
$516K - $517K
|
43.2K
$2.18M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-10.5K- 35.33% |
$524K - $525K
|
19.2K
$968K
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-10.6K- 46.65% |
$530K - $531K
|
12.1K
$612K
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-11.6K- 10.71% |
$582K - $584K
|
97.1K
$4.9M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-11.7K- 22.04% |
$584K - $586K
|
41.4K
$2.09M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-12K- 67.99% |
$600K - $602K
|
5.66K
$286K
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-12.5K- 9.97% |
$625K - $627K
|
113K
$5.7M
|