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 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.85K+ 5.96% |
$194K - $195K
|
68.4K
$3.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.67K+ 12.93% |
$185K - $186K
|
32.1K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 1.8% |
$178K - $180K
|
200K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.2K+ 1.26% |
$161K - $163K
|
258K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.2K+ 71.6% |
$161K - $162K
|
7.66K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.77K+ 26.93% |
$139K - $141K
|
13.1K
$661K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.69K+ 3.4% |
$136K - $137K
|
82K
$4.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 8.95% |
$129K - $130K
|
31.2K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 9.28% |
$127K - $128K
|
29.7K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.39K+ 46.29% |
$120K - $121K
|
7.54K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.38K+ 2.92% |
$120K - $121K
|
83.8K
$4.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.17K+ 3.84% |
$109K - $110K
|
58.6K
$2.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.09K+ 11.95% |
$105K - $106K
|
19.6K
$991K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 8.7% |
$104K - $105K
|
25.8K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 8.52% |
$101K - $102K
|
25.6K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 12.29% |
$96.5K - $97.3K
|
17.5K
$886K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.87K+ 3.83% |
$93.9K - $94.8K
|
50.7K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.8K+ 4.63% |
$90.7K - $91.5K
|
40.8K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.8K+ 3.91% |
$90.4K - $91.2K
|
47.7K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.75K+ 5.23% |
$87.9K - $88.7K
|
35.1K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 0.84% |
$86.4K - $87.2K
|
206K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$85.4K - $86.2K
|
1.7K
$85.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.68K+ 81.79% |
$84.3K - $85K
|
3.72K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.61K+ 4.95% |
$80.8K - $81.5K
|
34K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 2.06% |
$80.8K - $81.5K
|
79.4K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 37.39% |
$79.9K - $80.5K
|
5.83K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.52K+ 1.08% |
$76.5K - $77.2K
|
142K
$7.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.5K+ 29.54% |
$75.7K - $76.3K
|
6.6K
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.49K+ 5.59% |
$74.9K - $75.5K
|
28.1K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.46K+ 8.51% |
$73.2K - $73.8K
|
18.6K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.26K+ 3.52% |
$63.5K - $64K
|
37.1K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.22K+ 12.89% |
$61.5K - $62K
|
10.7K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.17K+ 3.63% |
$58.7K - $59.2K
|
33.3K
$1.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.15K+ 6.3% |
$57.9K - $58.4K
|
19.4K
$981K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.06K+ 10.83% |
$53.1K - $53.5K
|
10.8K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.02K+ 1.61% |
$51.3K - $51.8K
|
64.3K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$50.3K - $50.8K
|
1K
$50.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
1KNew |
$50.3K - $50.8K
|
1K
$50.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1K+ 25.0% |
$50.3K - $50.8K
|
5K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
927+ 7.65% |
$46.6K - $47K
|
13K
$660K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
923+ 12.81% |
$46.4K - $46.8K
|
8.13K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
851+ 11.13% |
$42.8K - $43.2K
|
8.5K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
826+ 2.99% |
$41.6K - $41.9K
|
28.4K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
808+ 17.19% |
$40.7K - $41K
|
5.51K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
800+ 14.81% |
$40.3K - $40.6K
|
6.2K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
755+ 1.51% |
$38K - $38.3K
|
50.9K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
727+ 17.4% |
$36.6K - $36.9K
|
4.91K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
724+ 48.72% |
$36.4K - $36.7K
|
2.21K
$112K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
680+ 0.55% |
$34.2K - $34.5K
|
125K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
670+ 1.33% |
$33.7K - $34K
|
51K
$2.58M
|