Purchases and Sales Made in Q3 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$846K - $853K
|
16.8K
$850K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.4K+ 5.45% |
$823K - $830K
|
317K
$16M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16.2KNew |
$815K - $822K
|
16.2K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
15.7K+ 81.8% |
$791K - $798K
|
35K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15.4K+ 6.38% |
$774K - $780K
|
256K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4KNew |
$624K - $630K
|
12.4K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
11KNew |
$553K - $557K
|
11K
$555K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.7K+ 10.13% |
$537K - $541K
|
116K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.94K+ 6.43% |
$500K - $504K
|
165K
$8.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.75KNew |
$491K - $495K
|
9.75K
$493K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.61K+ 6.69% |
$484K - $488K
|
153K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.58KNew |
$482K - $486K
|
9.58K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
9.48K+ 9.76% |
$477K - $481K
|
107K
$5.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.7K+ 20.34% |
$438K - $442K
|
51.5K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.68K+ 2687.31% |
$437K - $441K
|
9K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 23.56% |
$433K - $437K
|
45.1K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.49K+ 5.1% |
$427K - $431K
|
175K
$8.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.31K+ 8.6% |
$418K - $421K
|
105K
$5.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.22KNew |
$414K - $417K
|
8.22K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.12KNew |
$409K - $412K
|
8.12K
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.1KNew |
$407K - $411K
|
8.1K
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.75K+ 10.96% |
$390K - $393K
|
78.4K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.33K+ 22.79% |
$369K - $372K
|
39.5K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.27KNew |
$366K - $369K
|
7.27K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7.01K+ 133.56% |
$353K - $356K
|
12.3K
$620K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.87KNew |
$346K - $349K
|
6.87K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.87K+ 31.85% |
$345K - $348K
|
28.4K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.52K+ 42.63% |
$328K - $331K
|
21.8K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.48K+ 128.98% |
$326K - $329K
|
11.5K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.18K+ 28.02% |
$311K - $314K
|
28.2K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
6KNew |
$302K - $305K
|
6K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.87KNew |
$296K - $298K
|
5.87K
$297K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.81KNew |
$293K - $295K
|
5.81K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 34.69% |
$285K - $287K
|
22K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.63K+ 10.7% |
$283K - $286K
|
58.3K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5.54K+ 2.37% |
$279K - $281K
|
240K
$12.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
5.52K+ 3.06% |
$278K - $280K
|
186K
$9.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.24K+ 2.59% |
$264K - $266K
|
208K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.02KNew |
$253K - $255K
|
5.02K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.97KNew |
$250K - $252K
|
4.97K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
4.97K+ 8.81% |
$250K - $252K
|
61.3K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.94K+ 8.47% |
$248K - $251K
|
63.2K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.73K+ 5.08% |
$238K - $240K
|
97.7K
$4.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.69K+ 2.99% |
$236K - $238K
|
162K
$8.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.32KNew |
$217K - $219K
|
4.32K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.25KNew |
$214K - $215K
|
4.25K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.25KNew |
$214K - $215K
|
4.25K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4K+ 15.7% |
$201K - $203K
|
29.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.99KNew |
$201K - $202K
|
3.99K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.9K+ 10.05% |
$196K - $198K
|
42.7K
$2.16M
|