Latest Institutional Purchases of Blackrock Ultra Short Term Bon (ICSH)
This list provides information on the latest institutional transactions involving Blackrock Ultra Short Term Bon (ICSH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.85KNew |
$92.2K - $92.7K
|
1.85K
$93.7K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 23.12% |
$90.6K - $91K
|
9.68K
$490K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.65KNew |
$82K - $82.4K
|
1.65K
$83.3K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
947New |
$47.2K - $47.4K
|
947
$48K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
940New |
$46.9K - $47.1K
|
940
$47.6K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$29.9K - $30.1K
|
600
$30.4K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
480New |
$23.9K - $24K
|
480
$24.3K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
413+ 0.9% |
$20.6K - $20.7K
|
46.4K
$2.35M
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
365+ 1.55% |
$18.2K - $18.3K
|
23.9K
$1.21M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350New |
$17.5K - $17.5K
|
350
$17.7K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
225+ 2.15% |
$11.2K - $11.3K
|
10.7K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
120+ 0.92% |
$5.98K - $6.01K
|
13.1K
$665K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
88+ 88.0% |
$4.39K - $4.41K
|
188
$9.52K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.99% |
$1.75K - $1.75K
|
3.55K
$180K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
75K+ 4.28% |
$3.75M - $3.76M
|
1.83M
$92.6M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
11.8K+ 61.27% |
$591K - $593K
|
31.1K
$1.58M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
6.23KNew |
$311K - $312K
|
6.23K
$316K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
5.5KNew |
$275K - $276K
|
5.5K
$279K
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.45KNew |
$222K - $223K
|
4.45K
$225K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.35K+ 31.77% |
$117K - $118K
|
9.74K
$494K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2.05K+ 12.77% |
$102K - $103K
|
18.1K
$917K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$75K - $75.2K
|
1.5K
$76K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$74K - $74.2K
|
1.48K
$75K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.16KNew |
$58.1K - $58.2K
|
1.16K
$58.9K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
743+ 5.5% |
$37.1K - $37.2K
|
14.3K
$722K
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
274+ 0.21% |
$13.7K - $13.7K
|
133K
$6.74M
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
200+ 4.48% |
$9.99K - $10K
|
4.67K
$236K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
150+ 0.2% |
$7.5K - $7.52K
|
74.2K
$3.76M
|
|
Q2 2022 | |||||||
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
284KNew |
$14.2M - $14.3M
|
284K
$14.4M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
201KNew |
$10M - $10.1M
|
201K
$10.2M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
80K+ 128.73% |
$4M - $4.01M
|
142K
$7.2M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29.8KNew |
$1.49M - $1.49M
|
29.8K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27.1KNew |
$1.36M - $1.36M
|
27.1K
$1.37M
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
16KNew |
$798K - $801K
|
16K
$809K
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
10.9KNew |
$544K - $547K
|
10.9K
$552K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.9KNew |
$445K - $447K
|
8.9K
$451K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.05K+ 147.72% |
$402K - $404K
|
13.5K
$684K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.73KNew |
$386K - $388K
|
7.73K
$392K
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
6.6KNew |
$330K - $331K
|
6.6K
$335K
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.99KNew |
$199K - $200K
|
3.99K
$202K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
58New |
$2.9K - $2.91K
|
58
$2.94K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
42New |
$2.1K - $2.11K
|
42
$2.13K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
35New |
$1.75K - $1.76K
|
35
$1.77K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
26New |
$1.3K - $1.3K
|
26
$1.32K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21New |
$1.05K - $1.05K
|
21
$1.06K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
10New |
$500 - $502
|
10
$507
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
8+ 0.16% |
$400 - $401
|
5.03K
$255K
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$300 - $301
|
4.09K
$207K
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
14.9M+ 13838.06% |
$748M - $753M
|
15M
$762M
|