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 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.73KNew |
$386K - $388K
|
7.73K
$392K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
201KNew |
$10M - $10.1M
|
201K
$10.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.9KNew |
$445K - $447K
|
8.9K
$451K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.09KClosed |
$354K - $356K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
284KNew |
$14.2M - $14.3M
|
284K
$14.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-13.7KClosed |
$682K - $685K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$300 - $301
|
4.09K
$207K
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$231K - $232K
|
4.61K
$233K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-34.5KClosed |
$1.73M - $1.74M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7KClosed |
$351K - $353K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-828- 11.96% |
$41.5K - $41.7K
|
6.1K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-42.3KClosed |
$2.12M - $2.13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204KNew |
$10.2M - $10.3M
|
204K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-23.3KClosed |
$1.17M - $1.17M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7.4KClosed |
$371K - $373K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.04KClosed |
$102K - $103K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.33KClosed |
$167K - $168K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.9K+ 103.0% |
$598K - $601K
|
23.5K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-17KClosed |
$852K - $857K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.4KClosed |
$621K - $625K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5.42KClosed |
$271K - $273K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-600- 88.89% |
$30.1K - $30.2K
|
75
$3.8K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
625New |
$31.3K - $31.5K
|
625
$31.7K
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-46.5KClosed |
$2.33M - $2.34M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-38Closed |
$1.9K - $1.91K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-4.94KClosed |
$248K - $249K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-54.8KClosed |
$2.74M - $2.76M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.48KNew |
$74.3K - $74.7K
|
1.48K
$75.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.97KClosed |
$449K - $452K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
14.9M+ 13838.06% |
$748M - $753M
|
15M
$762M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.94KClosed |
$298K - $299K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-25.3KClosed |
$1.27M - $1.27M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7KClosed |
$351K - $353K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9.05KClosed |
$453K - $456K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.51KClosed |
$226K - $227K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2KClosed |
$100K - $101K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-52.1KClosed |
$2.61M - $2.62M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-90.8KClosed |
$4.55M - $4.58M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-119- 8.54% |
$5.96K - $6K
|
1.27K
$64.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-2.33KClosed |
$117K - $117K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.55KNew |
$280K - $280K
|
5.55K
$281K
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
40KNew |
$2.01M - $2.02M
|
40K
$2.03M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.63KNew |
$434K - $436K
|
8.63K
$437K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-468KClosed |
$23.6M - $23.6M
|
0
$0
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
6.6KNew |
$332K - $333K
|
6.6K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7.5KClosed |
$378K - $379K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
146New |
$7.35K - $7.37K
|
146
$7.39K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.67KNew |
$436K - $438K
|
8.67K
$439K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 45.28% |
$208K - $209K
|
5K
$253K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
19.8KNew |
$999K - $1M
|
19.8K
$1M
|
|