Purchases and Sales Made in Q4 2022 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.13MNew |
$156M - $157M
|
3.13M
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.68M+ 80.15% |
$134M - $134M
|
6.03M
$305M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.53M+ 16.48% |
$76.2M - $76.5M
|
10.8M
$545M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
776K+ 22.56% |
$38.7M - $38.9M
|
4.21M
$213M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
722K+ 699.34% |
$36M - $36.1M
|
825K
$41.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
598K+ 93.25% |
$29.8M - $30M
|
1.24M
$62.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
569K+ 149.93% |
$28.4M - $28.5M
|
949K
$47.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
525KNew |
$26.2M - $26.3M
|
525K
$26.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
475KNew |
$23.7M - $23.8M
|
475K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
460KNew |
$22.9M - $23.1M
|
460K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
422KNew |
$21M - $21.1M
|
422K
$21.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
333K+ 6.86% |
$16.6M - $16.7M
|
5.19M
$262M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
227K+ 1402.01% |
$11.3M - $11.4M
|
243K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
224K+ 251.16% |
$11.2M - $11.2M
|
313K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202K+ 81.89% |
$10.1M - $10.1M
|
449K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
199K+ 38.05% |
$9.94M - $9.98M
|
723K
$36.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
195KNew |
$9.71M - $9.75M
|
195K
$9.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 25.13% |
$8.94M - $8.98M
|
893K
$45.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
176K+ 26.36% |
$8.78M - $8.82M
|
844K
$42.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
170K+ 5.17% |
$8.49M - $8.53M
|
3.46M
$175M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
169K+ 343.5% |
$8.45M - $8.49M
|
219K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
136K+ 32.53% |
$6.77M - $6.8M
|
553K
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 332.56% |
$6.66M - $6.69M
|
174K
$8.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
128K+ 18.01% |
$6.37M - $6.4M
|
837K
$42.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
122KNew |
$6.07M - $6.1M
|
122K
$6.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
121K+ 92.45% |
$6.03M - $6.06M
|
252K
$12.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
113KNew |
$5.65M - $5.67M
|
113K
$5.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
112K+ 1373.99% |
$5.58M - $5.6M
|
120K
$6.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97.4K+ 111.82% |
$4.86M - $4.88M
|
185K
$9.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
96KNew |
$4.79M - $4.81M
|
96K
$4.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
88.8KNew |
$4.43M - $4.45M
|
88.8K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
86K+ 26.95% |
$4.29M - $4.31M
|
405K
$20.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
85.2KNew |
$4.25M - $4.27M
|
85.2K
$4.3M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
84.2K+ 50.23% |
$4.2M - $4.22M
|
252K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
81.3K+ 150.49% |
$4.05M - $4.07M
|
135K
$6.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
79.6K+ 95.23% |
$3.97M - $3.98M
|
163K
$8.23M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
79.3K+ 287.36% |
$3.95M - $3.97M
|
107K
$5.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
77.3KNew |
$3.85M - $3.87M
|
77.3K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
75.9KNew |
$3.78M - $3.8M
|
75.9K
$3.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
73.8K+ 86.44% |
$3.68M - $3.7M
|
159K
$8.04M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
71.2KNew |
$3.55M - $3.57M
|
71.2K
$3.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70.9K+ 16.04% |
$3.54M - $3.55M
|
513K
$25.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
65.6KNew |
$3.27M - $3.29M
|
65.6K
$3.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
65.1KNew |
$3.25M - $3.26M
|
65.1K
$3.29M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
64.8KNew |
$3.23M - $3.24M
|
64.8K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63KNew |
$3.14M - $3.16M
|
63K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
62KNew |
$3.09M - $3.1M
|
62K
$3.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
61.8K+ 174.82% |
$3.08M - $3.1M
|
97.2K
$4.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
60.4K+ 4743.09% |
$3.01M - $3.03M
|
61.7K
$3.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
58.2K+ 2353.09% |
$2.9M - $2.92M
|
60.7K
$3.06M
|