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 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19- 0.04% |
$957 - $963
|
43.3K
$2.19M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 10.13% |
$69.6K - $70.1K
|
12.3K
$620K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.04K+ 15.68% |
$52.6K - $52.9K
|
7.7K
$389K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.3K- 21.07% |
$618K - $622K
|
46K
$2.32M
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.41K+ 4.61% |
$222K - $224K
|
100K
$5.06M
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-52- 0.45% |
$2.62K - $2.64K
|
11.5K
$579K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.16K+ 16.85% |
$58.3K - $58.7K
|
8.03K
$406K
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-310- 3.09% |
$15.6K - $15.7K
|
9.72K
$491K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-735- 4.58% |
$37K - $37.3K
|
15.3K
$773K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.92K- 17.21% |
$298K - $300K
|
28.5K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.38K- 84.33% |
$271K - $273K
|
1K
$50.5K
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
7.79K+ 4.19% |
$392K - $395K
|
194K
$9.78M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-399- 61.38% |
$20.1K - $20.2K
|
251
$12.7K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
141+ 1.69% |
$7.1K - $7.15K
|
8.47K
$428K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 52.93% |
$150K - $152K
|
8.64K
$436K
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-7.92K- 6.36% |
$399K - $401K
|
117K
$5.89M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.5K- 0.68% |
$780K - $786K
|
2.28M
$115M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-3.09K- 14.0% |
$155K - $156K
|
19K
$957K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.92K- 15.74% |
$147K - $148K
|
15.6K
$789K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.88K+ 8.33% |
$246K - $248K
|
63.5K
$3.21M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10.6KNew |
$535K - $539K
|
10.6K
$537K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.55KNew |
$229K - $231K
|
4.55K
$230K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-990- 6.11% |
$49.8K - $50.2K
|
15.2K
$768K
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.11M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
500+ 2.58% |
$25.2K - $25.3K
|
19.9K
$1M
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
56KNew |
$2.82M - $2.84M
|
56K
$2.83M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.07K- 1.59% |
$104K - $105K
|
128K
$6.44M
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.95K- 12.13% |
$249K - $251K
|
35.9K
$1.81M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.8K- 79.75% |
$1.15M - $1.16M
|
5.8K
$293K
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-11.7K- 29.12% |
$589K - $595K
|
28.5K
$1.44M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.3 - $50.8
|
1
$50.5
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.9K- 9.98% |
$397K - $401K
|
71.2K
$3.6M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-29.1K- 28.3% |
$1.46M - $1.48M
|
73.7K
$3.72M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-220- 2.38% |
$11.1K - $11.2K
|
9.03K
$456K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 33.71% |
$5.95M - $6M
|
469K
$23.7M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
110KNew |
$5.55M - $5.6M
|
110K
$5.57M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5K- 41.57% |
$251K - $254K
|
7.02K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-241- 3.73% |
$12.1K - $12.2K
|
6.21K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 0.84% |
$86.4K - $87.2K
|
206K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.97KNew |
$250K - $252K
|
4.97K
$251K
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
187K+ 1123.56% |
$9.4M - $9.48M
|
203K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-481K- 12.95% |
$24.2M - $24.4M
|
3.23M
$163M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 72.4% |
$12M - $12.1M
|
90.9K
$4.59M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17KNew |
$857K - $864K
|
17K
$860K
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.94K- 15.22% |
$148K - $149K
|
16.4K
$828K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.4K- 38.26% |
$723K - $730K
|
23.2K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.43K- 8.15% |
$122K - $123K
|
27.4K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
27.2K+ 3.11% |
$1.37M - $1.38M
|
903K
$45.6M
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-170- 2.6% |
$8.55K - $8.63K
|
6.36K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-34.8K- 16.33% |
$1.75M - $1.77M
|
178K
$9M
|