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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.55K+ 4.27% |
$229K - $231K
|
111K
$5.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.55KNew |
$229K - $231K
|
4.55K
$230K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
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
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.41K+ 4.61% |
$222K - $224K
|
100K
$5.06M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$222K - $223K
|
4.41K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.35K+ 5.54% |
$219K - $220K
|
82.8K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.32KNew |
$217K - $219K
|
4.32K
$218K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.14KNew |
$208K - $210K
|
4.14K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.04KNew |
$204K - $205K
|
4.04K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
4.01KNew |
$202K - $203K
|
4.01K
$202K
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
4KNew |
$201K - $203K
|
4K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.97KNew |
$200K - $201K
|
3.97K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.38K+ 13.01% |
$170K - $171K
|
29.3K
$1.48M
|
|
|
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
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.87K+ 6.52% |
$144K - $145K
|
46.8K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.76K+ 1145.64% |
$139K - $140K
|
3K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.52K+ 6.17% |
$127K - $128K
|
43.3K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
2.32KNew |
$117K - $118K
|
2.32K
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.3K+ 46.0% |
$116K - $117K
|
7.3K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.17K+ 98.05% |
$109K - $110K
|
4.38K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.8K+ 3.11% |
$90.6K - $91.2K
|
59.7K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.56K+ 5.28% |
$78.3K - $78.8K
|
31K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.53K+ 4.64% |
$76.9K - $77.5K
|
34.4K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.5K+ 1.29% |
$75.5K - $76K
|
117K
$5.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.37K+ 7.81% |
$68.9K - $69.4K
|
18.9K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 31.75% |
$65.8K - $66.2K
|
5.42K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28K+ 3.06% |
$64.3K - $64.7K
|
43K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.27K+ 2.46% |
$63.8K - $64.2K
|
52.7K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.25K+ 2.48% |
$62.7K - $63.2K
|
51.6K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.16K+ 16.85% |
$58.3K - $58.7K
|
8.03K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.04K+ 15.68% |
$52.6K - $52.9K
|
7.7K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1KNew |
$50.4K - $50.7K
|
1K
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
974+ 2.77% |
$49K - $49.4K
|
36.1K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
904+ 12.87% |
$45.5K - $45.8K
|
7.93K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
874+ 3.19% |
$44K - $44.3K
|
28.3K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
862+ 8.17% |
$43.4K - $43.7K
|
11.4K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
850New |
$42.8K - $43.1K
|
850
$42.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
848+ 6.92% |
$42.7K - $43K
|
13.1K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
820+ 7.59% |
$41.3K - $41.6K
|
11.6K
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
806+ 16.43% |
$40.6K - $40.9K
|
5.71K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
795+ 1.12% |
$40K - $40.3K
|
71.7K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
768+ 12.36% |
$38.7K - $38.9K
|
6.98K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
745+ 7.45% |
$37.5K - $37.8K
|
10.7K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
738+ 5.65% |
$37.2K - $37.4K
|
13.8K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
596+ 5.59% |
$30K - $30.2K
|
11.3K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
580New |
$29.2K - $29.4K
|
580
$29.3K
|