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, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6KNew |
$379K - $381K
|
7.6K
$385K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8K- 59.95% |
$399K - $401K
|
5.35K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.4K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.26KNew |
$212K - $213K
|
4.26K
$216K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.96KNew |
$447K - $449K
|
8.96K
$454K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.19KNew |
$309K - $310K
|
6.19K
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-463- 9.53% |
$23.1K - $23.2K
|
4.4K
$223K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.55K- 24.77% |
$77.1K - $77.5K
|
4.7K
$238K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
413+ 0.9% |
$20.6K - $20.7K
|
46.4K
$2.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.68K- 14.23% |
$83.7K - $84.1K
|
10.1K
$513K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.3K+ 70.79% |
$314K - $316K
|
15.2K
$770K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
88+ 88.0% |
$4.39K - $4.41K
|
188
$9.52K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.1K- 33.24% |
$105K - $105K
|
4.21K
$213K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-142- 0.13% |
$7.08K - $7.11K
|
110K
$5.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$199K - $200K
|
4K
$203K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.49K- 13.1% |
$74.4K - $74.8K
|
9.91K
$502K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-46.4K- 82.24% |
$2.32M - $2.33M
|
10K
$508K
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-26K- 53.44% |
$1.3M - $1.3M
|
22.7K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8.66KNew |
$432K - $434K
|
8.66K
$438K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.81M - $1.82M
|
36.4K
$1.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-72- 1.56% |
$3.59K - $3.61K
|
4.56K
$231K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-36.9K- 11.76% |
$1.84M - $1.85M
|
277K
$14M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 23.12% |
$90.6K - $91K
|
9.68K
$490K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
5.5KNew |
$275K - $276K
|
5.5K
$279K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
743+ 5.5% |
$37.1K - $37.2K
|
14.3K
$722K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
75K+ 4.28% |
$3.75M - $3.76M
|
1.83M
$92.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.45KNew |
$222K - $223K
|
4.45K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-55- 9.4% |
$2.75K - $2.76K
|
530
$26.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
11.8K+ 61.27% |
$591K - $593K
|
31.1K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$75K - $75.2K
|
1.5K
$76K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.7K- 22.09% |
$85K - $85.2K
|
6K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.16KNew |
$58.1K - $58.2K
|
1.16K
$58.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-39- 2.49% |
$1.95K - $1.95K
|
1.53K
$77.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-54.3K- 70.38% |
$2.71M - $2.72M
|
22.9K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-13.5K- 26.64% |
$672K - $674K
|
37K
$1.88M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-95.2K- 62.25% |
$4.76M - $4.77M
|
57.7K
$2.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-87.7K- 14.4% |
$4.38M - $4.4M
|
521K
$26.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 18.99% |
$75K - $75.2K
|
6.4K
$324K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-34K- 83.42% |
$1.7M - $1.7M
|
6.75K
$342K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-48.1K- 22.57% |
$2.4M - $2.41M
|
165K
$8.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$74K - $74.2K
|
1.48K
$75K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-305- 3.56% |
$15.2K - $15.3K
|
8.26K
$418K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
150+ 0.2% |
$7.5K - $7.52K
|
74.2K
$3.76M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.1K- 19.25% |
$505K - $506K
|
42.4K
$2.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
6.23KNew |
$311K - $312K
|
6.23K
$316K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2K- 14.83% |
$99.9K - $100K
|
11.5K
$582K
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-83K- 94.66% |
$4.15M - $4.16M
|
4.68K
$237K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.35K+ 31.77% |
$117K - $118K
|
9.74K
$493K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
479New |
$23.9K - $24K
|
479
$24.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2.05K+ 12.77% |
$102K - $103K
|
18.1K
$917K
|
|