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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 15.51% |
$620K - $624K
|
91.7K
$4.63M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14.7K- 16.84% |
$742K - $747K
|
72.8K
$3.67M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.03K- 4.99% |
$203K - $204K
|
76.6K
$3.87M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-960- 14.57% |
$48.3K - $48.7K
|
5.63K
$284K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 7.6% |
$930K - $936K
|
224K
$11.3M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-177- 1.89% |
$8.91K - $8.97K
|
9.19K
$464K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
848+ 6.92% |
$42.7K - $43K
|
13.1K
$662K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
13.4K+ 8.77% |
$677K - $681K
|
167K
$8.42M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-55.4K- 75.65% |
$2.79M - $2.81M
|
17.8K
$901K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
566+ 3.52% |
$28.5K - $28.7K
|
16.7K
$841K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.3K+ 7.26% |
$418K - $421K
|
123K
$6.2M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-600- 10.38% |
$30.2K - $30.4K
|
5.18K
$262K
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.41K- 3.41% |
$70.8K - $71.3K
|
39.9K
$2.02M
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-11.9K- 4.96% |
$598K - $603K
|
228K
$11.5M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.6KNew |
$1.24M - $1.25M
|
24.6K
$1.24M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 48.2% |
$1.1M - $1.1M
|
23.4K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
241+ 2.45% |
$12.1K - $12.2K
|
10.1K
$508K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.67% |
$2.57K - $2.59K
|
7.65K
$386K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-64.3K- 10.07% |
$3.24M - $3.26M
|
574K
$29M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.49K+ 62.97% |
$226K - $228K
|
11.6K
$587K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
246+ 1.93% |
$12.4K - $12.5K
|
13K
$655K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
121+ 0.16% |
$6.09K - $6.13K
|
74.9K
$3.78M
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.87K+ 6.52% |
$144K - $145K
|
46.8K
$2.36M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.39K+ 3.69% |
$372K - $375K
|
208K
$10.5M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-76.6K- 93.42% |
$3.86M - $3.88M
|
5.4K
$273K
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.04KNew |
$204K - $205K
|
4.04K
$204K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
66.1KNew |
$3.33M - $3.35M
|
66.1K
$3.34M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-23.6K- 24.1% |
$1.19M - $1.2M
|
74.4K
$3.76M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.3K+ 46.0% |
$116K - $117K
|
7.3K
$369K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.09K- 31.36% |
$206K - $207K
|
8.95K
$452K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-647- 6.86% |
$32.6K - $32.8K
|
8.79K
$444K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$2.92K - $2.94K
|
58
$2.93K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.47K- 37.46% |
$175K - $176K
|
5.8K
$293K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
404New |
$20.3K - $20.5K
|
404
$20.4K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.79KNew |
$342K - $344K
|
6.79K
$343K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-7.54K- 7.55% |
$379K - $382K
|
92.3K
$4.66M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.8K- 3.31% |
$191K - $192K
|
111K
$5.59M
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-335K- 46.39% |
$16.9M - $17M
|
387K
$19.5M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
98.7KNew |
$4.97M - $5M
|
98.7K
$4.98M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-262- 16.97% |
$13.2K - $13.3K
|
1.28K
$64.7K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$547K - $550K
|
10.9K
$548K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
165K+ 124.3% |
$8.32M - $8.37M
|
298K
$15.1M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.26K+ 12.61% |
$164K - $165K
|
29.1K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.83K- 52.03% |
$294K - $296K
|
5.38K
$272K
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
806+ 16.43% |
$40.6K - $40.9K
|
5.71K
$288K
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.8K+ 3.11% |
$90.6K - $91.2K
|
59.7K
$3.02M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.44% |
$4.28K - $4.31K
|
19.5K
$986K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.04K- 9.06% |
$52.1K - $52.5K
|
10.4K
$524K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
35.2K+ 4.46% |
$1.77M - $1.79M
|
826K
$41.7M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.9KNew |
$448K - $451K
|
8.9K
$449K
|