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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.88K- 16.08% |
$94.2K - $94.8K
|
9.8K
$496K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2K- 11.48% |
$100K - $101K
|
15.4K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.07K- 31.56% |
$104K - $105K
|
4.49K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.35K- 1.1% |
$118K - $118K
|
210K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.38K- 10.53% |
$120K - $120K
|
20.2K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.43K- 24.04% |
$122K - $122K
|
7.67K
$388K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.5K- 16.11% |
$125K - $126K
|
13K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.5K- 26.63% |
$125K - $126K
|
6.89K
$348K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.54K- 4.08% |
$127K - $128K
|
59.7K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.7K- 11.4% |
$136K - $136K
|
21K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.72K- 39.39% |
$137K - $138K
|
4.19K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.76K- 26.48% |
$139K - $139K
|
7.67K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 16.01% |
$144K - $145K
|
15.1K
$764K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.98K- 98.22% |
$149K - $150K
|
54
$2.73K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.12K- 6.62% |
$156K - $157K
|
44K
$2.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 30.8% |
$159K - $160K
|
7.14K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.27K- 7.11% |
$164K - $165K
|
42.8K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.33K- 21.88% |
$167K - $168K
|
11.9K
$601K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.44K- 41.07% |
$173K - $174K
|
4.94K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-3.66K- 22.92% |
$184K - $185K
|
12.3K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.91K- 7.17% |
$196K - $197K
|
50.6K
$2.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.92K- 3.05% |
$196K - $198K
|
124K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.99K- 34.67% |
$200K - $202K
|
7.53K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 6.13% |
$212K - $213K
|
64.8K
$3.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.31K- 19.51% |
$216K - $218K
|
17.8K
$900K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.44K- 6.08% |
$223K - $224K
|
68.6K
$3.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.44KClosed |
$223K - $224K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.62K- 7.85% |
$232K - $233K
|
54.2K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.01K- 19.16% |
$252K - $253K
|
21.2K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.14K- 39.65% |
$258K - $259K
|
7.82K
$396K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-5.14K- 54.2% |
$258K - $260K
|
4.34K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.22K- 9.73% |
$262K - $264K
|
48.4K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.23K- 23.79% |
$263K - $264K
|
16.8K
$848K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.34K- 42.49% |
$268K - $270K
|
7.23K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.79K- 1.79% |
$290K - $292K
|
317K
$16.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.88K- 54.17% |
$295K - $297K
|
4.97K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.97K- 4.67% |
$299K - $301K
|
122K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.06K- 5.46% |
$304K - $306K
|
105K
$5.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.17K- 52.64% |
$310K - $311K
|
5.55K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.43K- 14.98% |
$323K - $324K
|
36.5K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.61K- 42.85% |
$332K - $334K
|
8.82K
$446K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.15K- 75.61% |
$359K - $361K
|
2.31K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.25K- 58.57% |
$364K - $366K
|
5.13K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.82K- 14.56% |
$392K - $395K
|
45.9K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-7.86K- 4.7% |
$394K - $397K
|
159K
$8.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.95K- 14.03% |
$399K - $402K
|
48.7K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-8.3K- 39.05% |
$417K - $419K
|
13K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.4K- 4.02% |
$421K - $424K
|
200K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.7K- 20.22% |
$437K - $439K
|
34.4K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8.77K- 12.04% |
$440K - $443K
|
64.1K
$3.24M
|