Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-181- 66.79% |
$9.11K - $9.16K
|
90
$4.56K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54Closed |
$2.72K - $2.73K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-159K- 97.25% |
$8M - $8.05M
|
4.51K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-55.2K- 90.49% |
$2.77M - $2.79M
|
5.8K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-47.7K- 90.23% |
$2.39M - $2.41M
|
5.17K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-26.9K- 64.27% |
$1.35M - $1.36M
|
14.9K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23.9KClosed |
$1.2M - $1.21M
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-19.6K- 66.04% |
$983K - $989K
|
10.1K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14K- 51.98% |
$704K - $708K
|
13K
$656K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-13.9KClosed |
$699K - $703K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.25K- 58.57% |
$364K - $366K
|
5.13K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.44KClosed |
$223K - $224K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.44K- 41.07% |
$173K - $174K
|
4.94K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 30.8% |
$159K - $160K
|
7.14K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.72K- 39.39% |
$137K - $138K
|
4.19K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76K- 75.09% |
$88.5K - $89K
|
585
$29.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-968- 2.3% |
$48.6K - $48.9K
|
41.2K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-796- 43.98% |
$39.9K - $40.2K
|
1.01K
$51.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-530- 8.9% |
$26.6K - $26.8K
|
5.42K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-388- 83.26% |
$19.5K - $19.6K
|
78
$3.95K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-298- 6.94% |
$15K - $15K
|
4K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-196- 1.53% |
$9.84K - $9.89K
|
12.6K
$638K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-146- 26.89% |
$7.33K - $7.37K
|
397
$20.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-137- 1.72% |
$6.87K - $6.92K
|
7.85K
$397K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-75.7K- 68.25% |
$3.79M - $3.82M
|
35.2K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20K- 67.35% |
$1M - $1.01M
|
9.71K
$492K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-13.8K- 41.05% |
$691K - $695K
|
19.8K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-11.5K- 23.38% |
$576K - $579K
|
37.6K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.58K- 58.08% |
$380K - $382K
|
5.47K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.84K- 3.21% |
$142K - $143K
|
85.5K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.49K- 17.33% |
$125K - $125K
|
11.9K
$601K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-500- 11.09% |
$25.1K - $25.2K
|
4.01K
$203K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-496- 30.67% |
$24.8K - $25K
|
1.12K
$56.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-427- 9.68% |
$21.4K - $21.5K
|
3.98K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-301- 43.0% |
$15.1K - $15.2K
|
399
$20.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-209- 4.41% |
$10.5K - $10.5K
|
4.54K
$230K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-115- 1.65% |
$5.76K - $5.79K
|
6.86K
$347K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-156K- 95.15% |
$7.83M - $7.86M
|
7.97K
$404K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104K- 92.46% |
$5.19M - $5.21M
|
8.45K
$428K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 27.21% |
$1.62M - $1.62M
|
86.3K
$4.37M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.63K- 32.71% |
$132K - $132K
|
5.41K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.7K- 22.37% |
$85.1K - $85.5K
|
5.9K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-497- 4.77% |
$24.9K - $25K
|
9.92K
$502K
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-450- 99.56% |
$22.5K - $22.6K
|
2
$101
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 8.89% |
$20K - $20.1K
|
4.1K
$208K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-29- 0.15% |
$1.45K - $1.46K
|
19.4K
$981K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 0.19% |
$501 - $503
|
5.24K
$265K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-74.1K- 88.13% |
$3.71M - $3.73M
|
9.98K
$506K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.9K- 88.2% |
$2.65M - $2.66M
|
7.08K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-27.2KClosed |
$1.36M - $1.37M
|
0
$0
|
|