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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.79KNew |
$342K - $344K
|
6.79K
$344K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-7.54K- 7.55% |
$379K - $382K
|
92.3K
$4.67M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.8K- 3.31% |
$191K - $192K
|
111K
$5.61M
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-335K- 46.39% |
$16.9M - $17M
|
387K
$19.6M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
98.7KNew |
$4.97M - $5M
|
98.7K
$5M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-262- 16.97% |
$13.2K - $13.3K
|
1.28K
$64.9K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$547K - $550K
|
10.9K
$549K
|
|
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
$289K
|
|
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
$988K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.04K- 9.06% |
$52.1K - $52.5K
|
10.4K
$526K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.9KNew |
$448K - $451K
|
8.9K
$450K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
35.2K+ 4.46% |
$1.77M - $1.79M
|
826K
$41.8M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6K+ 41.92% |
$302K - $304K
|
20.3K
$1.03M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
500+ 4.05% |
$25.2K - $25.3K
|
12.8K
$650K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-935- 55.06% |
$47.1K - $47.4K
|
763
$38.6K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 1.21% |
$705 - $710
|
1.14K
$57.9K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.23K+ 15.69% |
$263K - $265K
|
38.6K
$1.95M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.7K+ 63.72% |
$1.7M - $1.71M
|
86.7K
$4.39M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.1K+ 16.87% |
$712K - $717K
|
98K
$4.96M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-80- 0.7% |
$4.03K - $4.06K
|
11.4K
$578K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
272+ 2.54% |
$13.7K - $13.8K
|
11K
$555K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.83K+ 15.05% |
$243K - $245K
|
36.9K
$1.87M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.9K+ 34.29% |
$1.81M - $1.82M
|
141K
$7.13M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.99KNew |
$151K - $152K
|
2.99K
$151K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$252 - $253
|
288K
$14.6M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28K+ 3.06% |
$64.3K - $64.7K
|
43K
$2.18M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.4K- 22.36% |
$171K - $172K
|
11.8K
$597K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.88% |
$13K - $13.1K
|
13.5K
$681K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
59.7K+ 273.83% |
$3.01M - $3.03M
|
81.5K
$4.13M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
96.6KNew |
$4.86M - $4.9M
|
96.6K
$4.89M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
24.9K+ 49.06% |
$1.25M - $1.26M
|
75.5K
$3.82M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-694- 13.29% |
$34.9K - $35.2K
|
4.53K
$229K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
15.7K+ 9.71% |
$791K - $796K
|
177K
$8.98M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
17.3KNew |
$873K - $879K
|
17.3K
$877K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-508- 13.13% |
$25.6K - $25.8K
|
3.36K
$170K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.14K+ 17.93% |
$410K - $413K
|
53.5K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 3.2% |
$87.9K - $88.5K
|
52.8K
$2.67M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
820+ 7.59% |
$41.3K - $41.6K
|
11.6K
$588K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
9.27K+ 32.83% |
$467K - $470K
|
37.5K
$1.9M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
41.3K+ 247.2% |
$2.08M - $2.09M
|
58K
$2.94M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
850New |
$42.8K - $43.1K
|
850
$43K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
203+ 2.5% |
$10.2K - $10.3K
|
8.33K
$422K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 3.5% |
$25.2K - $25.3K
|
13.8K
$697K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.5K+ 48.48% |
$578K - $582K
|
35.1K
$1.78M
|