Purchases and Sales Made in Q1 2023 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK ULTRA SHORT-TERM BON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.93M+ 3457.22% |
$247M - $248M
|
5.07M
$256M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.06M+ 14631.04% |
$153M - $154M
|
3.08M
$155M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
692KNew |
$34.6M - $34.8M
|
692K
$35M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
684K+ 6.33% |
$34.2M - $34.4M
|
11.5M
$580M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
628KNew |
$31.4M - $31.6M
|
628K
$31.7M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
557K+ 671.04% |
$27.9M - $28M
|
640K
$32.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
394KNew |
$19.7M - $19.8M
|
394K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
291K+ 167.61% |
$14.6M - $14.6M
|
465K
$23.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
283K+ 39.1% |
$14.1M - $14.2M
|
1.01M
$50.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
268K+ 30.07% |
$13.4M - $13.5M
|
1.16M
$58.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
225K+ 5.35% |
$11.3M - $11.3M
|
4.44M
$224M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
205KNew |
$10.3M - $10.3M
|
205K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
186KNew |
$9.33M - $9.37M
|
186K
$9.41M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
186K+ 93.09% |
$9.29M - $9.34M
|
385K
$19.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
173KNew |
$8.66M - $8.7M
|
173K
$8.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
164KNew |
$8.19M - $8.23M
|
164K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
147K+ 292.32% |
$7.37M - $7.41M
|
198K
$9.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
112K+ 13.32% |
$5.63M - $5.65M
|
957K
$48.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 27.55% |
$5.51M - $5.54M
|
510K
$25.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 8.72% |
$5.41M - $5.43M
|
1.35M
$68M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
108K+ 91.45% |
$5.39M - $5.42M
|
226K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.7K+ 133.1% |
$4.79M - $4.81M
|
168K
$8.46M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
95KNew |
$4.75M - $4.78M
|
95K
$4.79M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
82.6K+ 1244.03% |
$4.13M - $4.15M
|
89.3K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.5KNew |
$4.03M - $4.05M
|
80.5K
$4.06M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
79.5KNew |
$3.98M - $4M
|
79.5K
$4.01M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
78.2K+ 9.48% |
$3.91M - $3.93M
|
903K
$45.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
72.2K+ 42.05% |
$3.62M - $3.63M
|
244K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.8K+ 42.24% |
$3.39M - $3.41M
|
228K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
61.5K+ 13.55% |
$3.08M - $3.09M
|
515K
$26M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58.4K+ 1.13% |
$2.92M - $2.94M
|
5.24M
$265M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
55.7K+ 383.07% |
$2.79M - $2.8M
|
70.2K
$3.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
51.7K+ 35.24% |
$2.59M - $2.6M
|
198K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.2K+ 26.81% |
$2.46M - $2.47M
|
233K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
47.1K+ 458.43% |
$2.36M - $2.37M
|
57.3K
$2.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45.6K+ 6.78% |
$2.28M - $2.29M
|
717K
$36.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.7K+ 27.47% |
$2.19M - $2.2M
|
203K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.7KNew |
$2.14M - $2.15M
|
42.7K
$2.16M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
42.6K+ 22.45% |
$2.13M - $2.14M
|
233K
$11.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
42.5KNew |
$2.12M - $2.14M
|
42.5K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42.1K+ 1253.59% |
$2.11M - $2.12M
|
45.5K
$2.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
40.6K+ 3.6% |
$2.03M - $2.04M
|
1.17M
$59.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.4K+ 137.35% |
$1.92M - $1.93M
|
66.4K
$3.35M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
37.5K+ 165.87% |
$1.88M - $1.89M
|
60.2K
$3.04M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
36.7K+ 73446.0% |
$1.84M - $1.85M
|
36.8K
$1.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
35.3K+ 122.06% |
$1.77M - $1.78M
|
64.3K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.2K+ 30.26% |
$1.76M - $1.77M
|
151K
$7.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32.3K+ 54.3% |
$1.62M - $1.63M
|
91.8K
$4.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
30.9K+ 50.36% |
$1.54M - $1.55M
|
92.1K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
30.7KNew |
$1.54M - $1.55M
|
30.7K
$1.55M
|