Latest Institutional Transactions on Blackrock Ultra Short Term Bon (ICSH)
This table provides information on the latest institutional transactions involving Blackrock Ultra Short Term Bon (ICSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
11.1KNew |
$561K - $565K
|
11.1K
$564K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.6K- 45.84% |
$1.84M - $1.86M
|
43.3K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.66K- 3.35% |
$285K - $287K
|
163K
$8.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.08% |
$252 - $253
|
6.6K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.45K+ 60.06% |
$375K - $378K
|
19.9K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.35K+ 5.54% |
$219K - $220K
|
82.8K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19.1KNew |
$961K - $967K
|
19.1K
$966K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.2K+ 48.81% |
$867K - $872K
|
52.5K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 31.75% |
$65.8K - $66.2K
|
5.42K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11K+ 53.48% |
$554K - $558K
|
31.6K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
432+ 1.16% |
$21.8K - $21.9K
|
37.5K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7K+ 417.6% |
$990K - $997K
|
24.4K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
65.6K+ 41.67% |
$3.3M - $3.33M
|
223K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
268+ 0.94% |
$13.5K - $13.6K
|
28.7K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
49+ 1.26% |
$2.47K - $2.48K
|
3.94K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
16.5K+ 204.82% |
$832K - $838K
|
24.6K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.98K- 2.37% |
$301K - $303K
|
246K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.58K+ 6.81% |
$432K - $435K
|
135K
$6.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-200- 5.4% |
$10.1K - $10.1K
|
3.5K
$177K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-64- 0.7% |
$3.22K - $3.24K
|
9.09K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.22K- 25.56% |
$162K - $163K
|
9.39K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 50.0% |
$25.2K - $25.3K
|
1.5K
$76K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-31.8K- 51.83% |
$1.6M - $1.61M
|
29.5K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
36.8K+ 33.49% |
$1.86M - $1.87M
|
147K
$7.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.6K+ 80.44% |
$884K - $890K
|
39.4K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.84K+ 20.79% |
$294K - $296K
|
33.9K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.3K+ 23.15% |
$2.08M - $2.1M
|
220K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-11.4K- 28.96% |
$576K - $580K
|
28.1K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-3.5K- 33.14% |
$176K - $177K
|
7.06K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.15MNew |
$57.9M - $58.3M
|
1.15M
$58.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.17% |
$352 - $355
|
605
$30.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
59+ 0.64% |
$2.97K - $2.99K
|
9.25K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29.4K+ 81.76% |
$1.48M - $1.49M
|
65.3K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-40- 13.07% |
$2.01K - $2.03K
|
266
$13.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-30.9K- 8.94% |
$1.56M - $1.57M
|
314K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26.2KNew |
$1.32M - $1.33M
|
26.2K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-2.26K- 4.73% |
$114K - $115K
|
45.5K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-60.5K- 5.25% |
$3.05M - $3.07M
|
1.09M
$55.3M
|
|
|
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 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.5K+ 23.62% |
$227K - $228K
|
23.6K
$1.19M
|
|
|
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 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 15.51% |
$620K - $624K
|
91.7K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14.7K- 16.84% |
$742K - $747K
|
72.8K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
404+ 1.47% |
$20.3K - $20.5K
|
27.8K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.03K- 4.99% |
$203K - $204K
|
76.6K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-960- 14.57% |
$48.3K - $48.7K
|
5.63K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 7.6% |
$930K - $936K
|
224K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-177- 1.89% |
$8.91K - $8.97K
|
9.19K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-55.4K- 75.65% |
$2.79M - $2.81M
|
17.8K
$903K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-11.9K- 4.96% |
$598K - $603K
|
228K
$11.5M
|