Purchases and Sales Made in Q4 2025 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2025. 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 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
633K+ 737.44% |
$32M - $32.1M
|
718K
$36.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
430K+ 4355.63% |
$21.7M - $21.8M
|
440K
$22.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
178K+ 6.55% |
$8.99M - $9.02M
|
2.89M
$146M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
97.9KNew |
$4.95M - $4.97M
|
97.9K
$4.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81.1K+ 23.88% |
$4.1M - $4.12M
|
421K
$21.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
80.7K+ 8.33% |
$4.08M - $4.1M
|
1.05M
$53.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
72.7KNew |
$3.68M - $3.69M
|
72.7K
$3.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
62.8K+ 3.01% |
$3.17M - $3.19M
|
2.15M
$109M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
46K+ 22.11% |
$2.33M - $2.33M
|
254K
$12.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
46K+ 18.94% |
$2.32M - $2.33M
|
289K
$14.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
45.1K+ 21.03% |
$2.28M - $2.29M
|
260K
$13.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
44K+ 27.39% |
$2.22M - $2.23M
|
205K
$10.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
25.1K+ 569.3% |
$1.27M - $1.28M
|
29.6K
$1.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
25K+ 13.61% |
$1.26M - $1.27M
|
208K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 53.19% |
$839K - $842K
|
47.8K
$2.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.8K+ 2.74% |
$544K - $546K
|
404K
$20.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
9.19KNew |
$464K - $466K
|
9.19K
$465K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.81KNew |
$395K - $397K
|
7.81K
$396K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.02K+ 5.98% |
$355K - $357K
|
125K
$6.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.61K+ 6.27% |
$334K - $335K
|
112K
$5.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.49K+ 18.71% |
$328K - $329K
|
41.1K
$2.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.44K+ 3.2% |
$326K - $327K
|
208K
$10.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.3K+ 74.16% |
$319K - $320K
|
14.8K
$750K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$300K - $301K
|
5.93K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
5.18K+ 6.36% |
$262K - $263K
|
86.7K
$4.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.87K+ 61.05% |
$246K - $247K
|
12.9K
$651K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.83K+ 3.89% |
$244K - $245K
|
129K
$6.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.78K+ 54.82% |
$242K - $243K
|
13.5K
$684K
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
4.48K+ 3.33% |
$226K - $227K
|
139K
$7.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.36K+ 23.86% |
$221K - $222K
|
22.7K
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.21KNew |
$213K - $214K
|
4.21K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.99KNew |
$202K - $203K
|
3.99K
$202K
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.81K+ 24.41% |
$192K - $193K
|
19.4K
$982K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.71K+ 4.02% |
$187K - $188K
|
96K
$4.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.29K+ 184.64% |
$167K - $167K
|
5.08K
$257K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 8.12% |
$166K - $167K
|
43.8K
$2.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.09K+ 8.35% |
$156K - $157K
|
40.1K
$2.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.03K+ 72.53% |
$153K - $154K
|
7.22K
$365K
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
2.99K+ 22.48% |
$151K - $152K
|
16.3K
$824K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.88K+ 57.45% |
$146K - $146K
|
7.9K
$400K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.3K+ 11.47% |
$116K - $117K
|
22.3K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
1.94K+ 17.73% |
$98K - $98.4K
|
12.9K
$652K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.85K+ 14.58% |
$93.7K - $94.1K
|
14.6K
$737K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.74K+ 5.66% |
$87.7K - $88.1K
|
32.4K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.5K+ 2.78% |
$75.6K - $75.9K
|
55.4K
$2.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.49K+ 5.01% |
$75.3K - $75.6K
|
31.2K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.48K+ 34.47% |
$74.9K - $75.2K
|
5.78K
$293K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.46K+ 1.94% |
$73.9K - $74.2K
|
76.9K
$3.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.38K+ 38.47% |
$69.6K - $69.9K
|
4.96K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.19K+ 21.0% |
$60.1K - $60.4K
|
6.85K
$347K
|
|