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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
53+ 12.71% |
$2.67K - $2.68K
|
470
$23.8K
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.1K- 25.56% |
$206K - $207K
|
11.9K
$604K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.58K+ 17.84% |
$130K - $130K
|
17.1K
$864K
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
8.94KNew |
$450K - $452K
|
8.94K
$453K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-317K- 51.05% |
$16M - $16M
|
304K
$15.4M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-784K- 99.23% |
$39.4M - $39.6M
|
6.04K
$306K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.03K+ 13.45% |
$404K - $406K
|
67.7K
$3.43M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$50.3 - $50.6
|
4K
$203K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1K- 20.16% |
$50.3K - $50.6K
|
3.96K
$201K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.97KNew |
$250K - $251K
|
4.97K
$252K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.95K- 17.69% |
$249K - $250K
|
23K
$1.17M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.09K- 6.57% |
$54.6K - $54.9K
|
15.5K
$783K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-646- 0.49% |
$32.5K - $32.7K
|
132K
$6.66M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.4K+ 88.56% |
$877K - $881K
|
37.1K
$1.88M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
342K+ 164.24% |
$17.2M - $17.3M
|
551K
$27.9M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.07KNew |
$53.9K - $54.2K
|
1.07K
$54.3K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$755 - $758
|
15
$760
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 41.67% |
$1.51K - $1.52K
|
42
$2.13K
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
59.4K+ 6.93% |
$2.99M - $3M
|
917K
$46.4M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
877New |
$44.1K - $44.3K
|
877
$44.4K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-440- 8.9% |
$22.1K - $22.2K
|
4.51K
$228K
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
25+ 0.42% |
$1.26K - $1.26K
|
6.04K
$306K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-837- 11.01% |
$42.1K - $42.3K
|
6.77K
$343K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 450.0% |
$22.6K - $22.7K
|
550
$27.9K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
Q1 2024 | |||||||
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.35K- 71.27% |
$169K - $169K
|
1.35K
$68.4K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-5.93K- 50.09% |
$299K - $300K
|
5.91K
$299K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54Closed |
$2.72K - $2.73K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.48K+ 56.19% |
$276K - $277K
|
15.2K
$771K
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$203K
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-13.3K- 32.15% |
$671K - $675K
|
28.2K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.3K+ 12.59% |
$2.33M - $2.34M
|
414K
$21M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.4K+ 59.08% |
$827K - $831K
|
44.2K
$2.24M
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.7KNew |
$590K - $593K
|
11.7K
$594K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-442- 91.13% |
$22.3K - $22.4K
|
43
$2.18K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.71K- 98.5% |
$86K - $86.5K
|
26
$1.32K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$220K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$6.24K - $6.27K
|
124
$6.28K
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
711+ 28.73% |
$35.8K - $36K
|
3.19K
$161K
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-17.2K- 69.29% |
$865K - $869K
|
7.62K
$386K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
839+ 12.97% |
$42.2K - $42.5K
|
7.31K
$370K
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
14.9KNew |
$748K - $752K
|
14.9K
$753K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-181- 66.79% |
$9.11K - $9.16K
|
90
$4.56K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14.6K- 74.3% |
$737K - $740K
|
5.06K
$256K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
41+ 0.61% |
$2.06K - $2.07K
|
6.81K
$345K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.42K- 78.69% |
$172K - $173K
|
927
$47K
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.49KNew |
$276K - $278K
|
5.49K
$278K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.6KNew |
$383K - $385K
|
7.6K
$385K
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$217K - $218K
|
4.31K
$218K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.18K- 9.26% |
$462K - $465K
|
90K
$4.56M
|