Purchases and Sales Made in Q4 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
165K+ 124.3% |
$8.32M - $8.37M
|
298K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
119K+ 380.08% |
$5.97M - $6.01M
|
150K
$7.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
98.7KNew |
$4.97M - $5M
|
98.7K
$5M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
96.6KNew |
$4.86M - $4.9M
|
96.6K
$4.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
71.8K+ 81.36% |
$3.62M - $3.64M
|
160K
$8.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
66.1KNew |
$3.33M - $3.35M
|
66.1K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
59.7K+ 273.83% |
$3.01M - $3.03M
|
81.5K
$4.13M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
56KNew |
$2.82M - $2.84M
|
56K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.4K+ 127.52% |
$2.18M - $2.2M
|
77.4K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
41.3K+ 247.2% |
$2.08M - $2.09M
|
58K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.9K+ 34.29% |
$1.81M - $1.82M
|
141K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
35.2K+ 4.46% |
$1.77M - $1.79M
|
826K
$41.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.7K+ 63.72% |
$1.7M - $1.71M
|
86.7K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
24.9K+ 49.06% |
$1.25M - $1.26M
|
75.5K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.6KNew |
$1.24M - $1.25M
|
24.6K
$1.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
21.1KNew |
$1.06M - $1.07M
|
21.1K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
17.3KNew |
$873K - $879K
|
17.3K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
15.7K+ 9.71% |
$791K - $796K
|
177K
$8.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14.5K+ 3.71% |
$728K - $733K
|
404K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
14.2K+ 8.08% |
$717K - $722K
|
190K
$9.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.1K+ 16.87% |
$712K - $717K
|
98K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
13.4K+ 8.77% |
$677K - $681K
|
167K
$8.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 15.51% |
$620K - $624K
|
91.7K
$4.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.5K+ 48.48% |
$578K - $582K
|
35.1K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$547K - $550K
|
10.9K
$549K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10.6KNew |
$535K - $539K
|
10.6K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$509K - $513K
|
10.1K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
9.27K+ 32.83% |
$467K - $470K
|
37.5K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.9KNew |
$448K - $451K
|
8.9K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.3K+ 7.26% |
$418K - $421K
|
123K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.14K+ 17.93% |
$410K - $413K
|
53.5K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
7.79K+ 4.19% |
$392K - $395K
|
194K
$9.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.39K+ 3.69% |
$372K - $375K
|
208K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.79KNew |
$342K - $344K
|
6.79K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6K+ 41.92% |
$302K - $304K
|
20.3K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.77K+ 9.12% |
$290K - $292K
|
69K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.38K+ 43.87% |
$271K - $272K
|
17.6K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.23K+ 15.69% |
$263K - $265K
|
38.6K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.88K+ 8.33% |
$246K - $248K
|
63.5K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.86K+ 13.89% |
$245K - $246K
|
39.8K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.83K+ 15.05% |
$243K - $245K
|
36.9K
$1.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.55KNew |
$229K - $231K
|
4.55K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.5K+ 23.62% |
$227K - $228K
|
23.6K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.49K+ 62.97% |
$226K - $228K
|
11.6K
$588K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.41K+ 4.61% |
$222K - $224K
|
100K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.04KNew |
$204K - $205K
|
4.04K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.26K+ 12.61% |
$164K - $165K
|
29.1K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.99KNew |
$151K - $152K
|
2.99K
$151K
|