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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-13- 0.19% |
$656 - $659
|
6.74K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-68- 0.78% |
$3.43K - $3.45K
|
8.69K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-963- 7.89% |
$48.6K - $48.8K
|
11.3K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1K- 11.11% |
$50.5K - $50.7K
|
8K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$541K - $543K
|
10.7K
$542K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-450- 81.82% |
$22.7K - $22.8K
|
100
$5.06K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.6K- 10.91% |
$689K - $692K
|
111K
$5.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.25K- 73.6% |
$215K - $216K
|
1.53K
$77.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5.78K+ 56.7% |
$292K - $293K
|
16K
$809K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.87KNew |
$296K - $298K
|
5.87K
$297K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11New |
$555 - $558
|
11
$557
|
|
|
Aug 08, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-123K- 94.19% |
$6.19M - $6.22M
|
7.58K
$384K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-431- 8.22% |
$21.7K - $21.9K
|
4.81K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.82K+ 81.46% |
$243K - $245K
|
10.7K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.26% |
$15.1K - $15.2K
|
117K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 42.49% |
$177K - $178K
|
4.76K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
454K+ 25.16% |
$22.9M - $23M
|
2.26M
$114M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-745- 6.93% |
$37.6K - $37.8K
|
10K
$506K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
229New |
$11.6K - $11.6K
|
229
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3+ 0.03% |
$151 - $152
|
11.5K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.48K- 4.3% |
$125K - $126K
|
55.2K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
43New |
$2.17K - $2.18K
|
43
$2.18K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.72KNew |
$339K - $341K
|
6.72K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 42.73% |
$525K - $528K
|
34.8K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.32KNew |
$218K - $219K
|
4.32K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.95KNew |
$250K - $251K
|
4.95K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.23K- 13.72% |
$61.8K - $62.2K
|
7.71K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.19% |
$50.4 - $50.7
|
523
$26.5K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.41K- 98.03% |
$323K - $325K
|
129
$6.53K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.72K- 10.92% |
$87K - $87.4K
|
14.1K
$712K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.01K- 50.0% |
$50.8K - $51.1K
|
1.01K
$51K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-101Closed |
$5.09K - $5.12K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-27- 0.5% |
$1.36K - $1.37K
|
5.35K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-29- 0.51% |
$1.46K - $1.47K
|
5.68K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 203.88% |
$506K - $508K
|
14.9K
$757K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.98K+ 58.78% |
$99.6K - $100K
|
5.34K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$644K - $647K
|
12.8K
$646K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.25K- 97.04% |
$62.9K - $63.2K
|
38
$1.92K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.9KNew |
$548K - $551K
|
10.9K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$253K
|
|
| Q4 2024 | |||||||
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
4KNew |
$201K - $203K
|
4K
$203K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16New |
$806 - $811
|
16
$810
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8.94KNew |
$450K - $453K
|
8.94K
$452K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
90New |
$4.53K - $4.56K
|
90
$4.56K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-370- 6.38% |
$18.6K - $18.8K
|
5.43K
$275K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
53New |
$2.67K - $2.69K
|
53
$2.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
32.5KNew |
$1.64M - $1.65M
|
32.5K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 186.84% |
$1.58M - $1.59M
|
48.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
974+ 2.77% |
$49K - $49.4K
|
36.1K
$1.83M
|
|