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 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
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 52.93% |
$150K - $152K
|
8.64K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.87K+ 6.52% |
$144K - $145K
|
46.8K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.3K+ 46.0% |
$116K - $117K
|
7.3K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.8K+ 3.11% |
$90.6K - $91.2K
|
59.7K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.5K+ 1.29% |
$75.5K - $76K
|
117K
$5.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.37K+ 7.81% |
$68.9K - $69.4K
|
18.9K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28K+ 3.06% |
$64.3K - $64.7K
|
43K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.27K+ 2.46% |
$63.8K - $64.2K
|
52.7K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.16K+ 16.85% |
$58.3K - $58.7K
|
8.03K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.04K+ 15.68% |
$52.6K - $52.9K
|
7.7K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
850New |
$42.8K - $43.1K
|
850
$43K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
848+ 6.92% |
$42.7K - $43K
|
13.1K
$664K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
820+ 7.59% |
$41.3K - $41.6K
|
11.6K
$588K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
806+ 16.43% |
$40.6K - $40.9K
|
5.71K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
566+ 3.52% |
$28.5K - $28.7K
|
16.7K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
500+ 4.05% |
$25.2K - $25.3K
|
12.8K
$650K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
500+ 2.58% |
$25.2K - $25.3K
|
19.9K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
404+ 1.47% |
$20.3K - $20.5K
|
27.8K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
404New |
$20.3K - $20.5K
|
404
$20.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
272+ 2.54% |
$13.7K - $13.8K
|
11K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
246+ 1.93% |
$12.4K - $12.5K
|
13K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
241+ 2.45% |
$12.1K - $12.2K
|
10.1K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
203+ 2.5% |
$10.2K - $10.3K
|
8.33K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
141+ 1.69% |
$7.1K - $7.15K
|
8.47K
$429K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
134+ 1.14% |
$6.75K - $6.79K
|
11.9K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
121+ 0.16% |
$6.09K - $6.13K
|
74.9K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.44% |
$4.28K - $4.31K
|
19.5K
$988K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
59+ 0.64% |
$2.97K - $2.99K
|
9.25K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$2.92K - $2.94K
|
58
$2.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.67% |
$2.57K - $2.59K
|
7.65K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.17% |
$352 - $355
|
605
$30.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$252 - $253
|
288K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 1.21% |
$705 - $710
|
1.14K
$57.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19- 0.04% |
$957 - $963
|
43.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 0.51% |
$957 - $963
|
3.7K
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-40- 13.07% |
$2.01K - $2.03K
|
266
$13.5K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-52- 0.45% |
$2.62K - $2.64K
|
11.5K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-54- 0.8% |
$2.72K - $2.74K
|
6.67K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-80- 0.7% |
$4.03K - $4.06K
|
11.4K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-177- 1.89% |
$8.91K - $8.97K
|
9.19K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.88% |
$13K - $13.1K
|
13.5K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-262- 16.97% |
$13.2K - $13.3K
|
1.28K
$64.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-310- 3.09% |
$15.6K - $15.7K
|
9.72K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-348- 6.33% |
$17.5K - $17.6K
|
5.15K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-399- 61.38% |
$20.1K - $20.2K
|
251
$12.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 3.5% |
$25.2K - $25.3K
|
13.8K
$698K
|