Purchases and Sales Made in Q4 2023 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2023. 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 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.9KNew |
$947K - $953K
|
18.9K
$955K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.8K+ 262.96% |
$944K - $950K
|
26K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
18.4KNew |
$921K - $927K
|
18.4K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
18.2K+ 274.88% |
$912K - $918K
|
24.8K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 27.05% |
$899K - $904K
|
84.1K
$4.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
17.3K+ 21.79% |
$870K - $875K
|
96.9K
$4.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$864K - $869K
|
17.2K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17KNew |
$851K - $856K
|
17K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
16.9K+ 68.57% |
$847K - $852K
|
41.5K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 27.49% |
$794K - $798K
|
73.3K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.8KNew |
$792K - $797K
|
15.8K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 148.52% |
$791K - $795K
|
26.4K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15.4KNew |
$775K - $780K
|
15.4K
$781K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15K+ 319.79% |
$753K - $757K
|
19.7K
$996K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
15KNew |
$752K - $756K
|
15K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.8KNew |
$693K - $697K
|
13.8K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.6K+ 0.72% |
$683K - $687K
|
1.9M
$96M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 12.1% |
$683K - $687K
|
126K
$6.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.1K+ 12.49% |
$657K - $660K
|
118K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.9KNew |
$646K - $650K
|
12.9K
$651K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
12.8K+ 53.45% |
$644K - $648K
|
36.9K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 34.34% |
$630K - $634K
|
49.1K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$620K - $623K
|
12.3K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 3.36% |
$568K - $572K
|
349K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.6KNew |
$533K - $536K
|
10.6K
$538K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.5K+ 132.57% |
$525K - $528K
|
18.4K
$929K
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
9.85K+ 33.24% |
$494K - $497K
|
39.5K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.75KNew |
$489K - $492K
|
9.75K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.74KNew |
$489K - $492K
|
9.74K
$493K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
9.38K+ 343.55% |
$471K - $473K
|
12.1K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.58K+ 27.71% |
$431K - $433K
|
39.6K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.48K+ 1.01% |
$426K - $428K
|
847K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.3K+ 10.22% |
$417K - $419K
|
89.6K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.13K+ 41.76% |
$408K - $411K
|
27.6K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.05K+ 3.26% |
$404K - $406K
|
255K
$12.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
7.72KNew |
$388K - $390K
|
7.72K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.5K+ 5.59% |
$376K - $379K
|
142K
$7.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
7.44K+ 4.12% |
$373K - $376K
|
188K
$9.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.36KNew |
$369K - $372K
|
7.36K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.34K+ 47.8% |
$368K - $370K
|
22.7K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.32KNew |
$367K - $369K
|
7.32K
$370K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.29K+ 12.89% |
$366K - $368K
|
63.8K
$3.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.27KNew |
$365K - $367K
|
7.27K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.27KNew |
$365K - $367K
|
7.27K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.16KNew |
$359K - $361K
|
7.16K
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.13K+ 56.61% |
$358K - $360K
|
19.7K
$998K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7K+ 208.37% |
$351K - $353K
|
10.4K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.95KNew |
$349K - $351K
|
6.95K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.65K+ 6.03% |
$334K - $336K
|
117K
$5.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.47KNew |
$325K - $326K
|
6.47K
$327K
|