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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 27.21% |
$1.62M - $1.62M
|
86.3K
$4.36M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.8K- 36.0% |
$240K - $241K
|
8.53K
$431K
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.63K- 32.71% |
$132K - $132K
|
5.41K
$273K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.7K- 22.37% |
$85.1K - $85.5K
|
5.9K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-497- 4.77% |
$24.9K - $25K
|
9.92K
$501K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-484- 50.47% |
$24.2K - $24.4K
|
475
$24K
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 8.89% |
$20K - $20.1K
|
4.1K
$207K
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-29- 0.15% |
$1.45K - $1.46K
|
19.4K
$978K
|
|
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
$504K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.9K- 88.2% |
$2.65M - $2.66M
|
7.08K
$358K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-27.2KClosed |
$1.36M - $1.37M
|
0
$0
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-18.5K- 51.43% |
$925K - $930K
|
17.5K
$881K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.3K- 68.45% |
$668K - $671K
|
6.15K
$311K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-10.9K- 67.94% |
$547K - $550K
|
5.16K
$261K
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9.97K- 46.8% |
$499K - $501K
|
11.3K
$572K
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.8K- 15.76% |
$340K - $342K
|
36.4K
$1.84M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 41.8% |
$164K - $164K
|
4.55K
$230K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.6K- 34.68% |
$130K - $131K
|
4.9K
$248K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.16K- 31.98% |
$108K - $109K
|
4.6K
$232K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.93K- 26.33% |
$96.3K - $96.8K
|
5.39K
$272K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.73K- 20.17% |
$86.6K - $87.1K
|
6.85K
$346K
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 28.99% |
$85.6K - $86K
|
4.19K
$212K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.06K- 41.26% |
$52.9K - $53.2K
|
1.51K
$76K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-791- 13.49% |
$39.6K - $39.8K
|
5.07K
$256K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-700- 58.33% |
$35K - $35.2K
|
500
$25.2K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-664- 2.54% |
$33.2K - $33.4K
|
25.5K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-505- 3.58% |
$25.3K - $25.4K
|
13.6K
$687K
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-240- 3.79% |
$12K - $12.1K
|
6.09K
$308K
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-46.4K- 82.24% |
$2.32M - $2.33M
|
10K
$506K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-36.9K- 11.76% |
$1.84M - $1.85M
|
277K
$14M
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-28.1K- 70.03% |
$1.4M - $1.41M
|
12K
$606K
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-26K- 53.44% |
$1.3M - $1.3M
|
22.7K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.3K- 78.33% |
$915K - $919K
|
5.08K
$256K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8K- 59.95% |
$399K - $401K
|
5.35K
$270K
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-5.2K- 42.5% |
$259K - $260K
|
7.04K
$355K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.14K- 24.27% |
$206K - $207K
|
12.9K
$652K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4K- 45.2% |
$200K - $200K
|
4.85K
$245K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 12.52% |
$151K - $152K
|
21.2K
$1.07M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.1K- 33.24% |
$105K - $105K
|
4.21K
$213K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.68K- 14.23% |
$83.7K - $84.1K
|
10.1K
$511K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.55K- 24.77% |
$77.1K - $77.5K
|
4.7K
$237K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.49K- 13.1% |
$74.4K - $74.8K
|
9.91K
$500K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.41K- 30.33% |
$70.1K - $70.4K
|
3.23K
$163K
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.35K- 0.63% |
$67.3K - $67.6K
|
213K
$10.7M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.26K- 5.23% |
$62.9K - $63.2K
|
22.9K
$1.16M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 44.01% |
$54.2K - $54.5K
|
1.38K
$69.9K
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-463- 9.53% |
$23.1K - $23.2K
|
4.4K
$222K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-142- 0.13% |
$7.08K - $7.11K
|
110K
$5.54M
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-72- 1.56% |
$3.59K - $3.61K
|
4.56K
$230K
|