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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.9KNew |
$1.25M - $1.25M
|
24.9K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.47KNew |
$274K - $275K
|
5.47K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.06K- 41.26% |
$52.9K - $53.2K
|
1.51K
$76.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-10.9K- 67.94% |
$547K - $550K
|
5.16K
$261K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.9K- 88.2% |
$2.65M - $2.66M
|
7.08K
$359K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.73K- 20.17% |
$86.6K - $87.1K
|
6.85K
$347K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-664- 2.54% |
$33.2K - $33.4K
|
25.5K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.93K- 26.33% |
$96.3K - $96.8K
|
5.39K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 0.62% |
$2.5K - $2.51K
|
8.11K
$411K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.6K- 34.68% |
$130K - $131K
|
4.9K
$248K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.26K- 5.23% |
$62.9K - $63.2K
|
22.9K
$1.16M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.03KNew |
$251K - $252K
|
5.03K
$255K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.14K- 24.27% |
$206K - $207K
|
12.9K
$654K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350New |
$17.5K - $17.5K
|
350
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
120+ 0.92% |
$5.98K - $6.01K
|
13.1K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
940New |
$46.9K - $47.1K
|
940
$47.6K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
947New |
$47.2K - $47.4K
|
947
$48K
|
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
50KNew |
$2.49M - $2.5M
|
50K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-28.1K- 70.03% |
$1.4M - $1.41M
|
12K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$238K - $239K
|
4.78K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.3K- 78.33% |
$915K - $919K
|
5.08K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.85KNew |
$92.2K - $92.7K
|
1.85K
$93.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.35K- 0.63% |
$67.3K - $67.6K
|
213K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$1.51M - $1.51M
|
30.2K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
195KNew |
$9.71M - $9.75M
|
195K
$9.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 12.52% |
$151K - $152K
|
21.2K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
422KNew |
$21M - $21.1M
|
422K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$276K - $278K
|
5.55K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.53K+ 142.83% |
$226K - $227K
|
7.69K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
480New |
$23.9K - $24K
|
480
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
16.7K+ 51.44% |
$833K - $837K
|
49.2K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
65.6KNew |
$3.27M - $3.29M
|
65.6K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
365+ 1.55% |
$18.2K - $18.3K
|
23.9K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.94KNew |
$96.6K - $97.1K
|
1.94K
$98.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4K- 45.2% |
$200K - $200K
|
4.85K
$246K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.02KNew |
$200K - $201K
|
4.02K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3K+ 1604.28% |
$150K - $150K
|
3.19K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
47.4KNew |
$2.36M - $2.37M
|
47.4K
$2.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-5.2K- 42.5% |
$259K - $260K
|
7.04K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.21KNew |
$409K - $411K
|
8.21K
$416K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.99% |
$1.75K - $1.75K
|
3.55K
$180K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.41K- 30.33% |
$70.1K - $70.4K
|
3.23K
$163K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55KNew |
$2.74M - $2.75M
|
55K
$2.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63KNew |
$3.14M - $3.16M
|
63K
$3.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 44.01% |
$54.2K - $54.5K
|
1.38K
$70.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.65KNew |
$82K - $82.4K
|
1.65K
$83.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
225+ 2.15% |
$11.2K - $11.3K
|
10.7K
$543K
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.3KNew |
$561K - $564K
|
11.3K
$570K
|
|