Peterson Wealth Advisors, LLC Blackrock Ultra Short Term Bon Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Blackrock Ultra Short Term Bon stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 45,403 shares of ICSH stock, worth $2.29 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

45,403

Previous 50,939 10.87%

Holding current value

$2.29 Million

Previous $2.57 Million 10.49%

% of portfolio

0.48%

Previous 0.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$50.32 - $50.75 $278,571 - $280,952	-5,536 Reduced 10.87%	45,403 $2.3 Million
Q2 2024 Jul 18, 2024	BUY	$50.32 - $50.55 $351,938 - $353,546	6,994 Added 15.92%	50,939 $2.57 Million
Q1 2024 Apr 15, 2024	SELL	$50.35 - $50.6 $261,366 - $262,664	-5,191 Reduced 10.56%	43,945 $2.22 Million
Q4 2023 Jan 10, 2024	BUY	$50.18 - $50.48 $630,210 - $633,978	12,559 Added 34.34%	49,136 $2.47 Million
Q3 2023 Oct 05, 2023	BUY	$50.1 - $50.39 $323,646 - $325,519	6,460 Added 21.45%	36,577 $1.84 Million
Q2 2023 Jul 13, 2023	SELL	$50.08 - $50.32 $9,765 - $9,812	-195 Reduced 0.64%	30,117 $1.51 Million
Q1 2023 Apr 06, 2023	BUY	$50.04 - $50.29 $160,027 - $160,827	3,198 Added 11.79%	30,312 $1.52 Million
Q4 2022 Jan 20, 2023	BUY	$49.86 - $50.09 $1.35 Million - $1.36 Million	27,114 New	27,114 $0

Others Institutions Holding ICSH

# of Institutions

441

Shares Held

60.4M

Call Options Held

Put Options Held

View Full List

About BLACKROCK ULTRA SHORT-TERM BON

Ticker ICSH
Sector ETFs
Industry ETFs

More about ICSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

Peterson Wealth Advisors, LLC Blackrock Ultra Short Term Bon Transaction History