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
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-227- 2.35% |
$11.4K - $11.4K
|
9.42K
$476K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-240- 3.79% |
$12K - $12.1K
|
6.09K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-249- 2.2% |
$12.5K - $12.5K
|
11.1K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-272- 1.19% |
$13.6K - $13.7K
|
22.6K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-296- 50.08% |
$14.8K - $14.9K
|
295
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-315- 2.61% |
$15.8K - $15.8K
|
11.7K
$593K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-367- 1.86% |
$18.4K - $18.5K
|
19.4K
$980K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-370- 3.35% |
$18.5K - $18.6K
|
10.7K
$539K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-383- 1.18% |
$19.2K - $19.3K
|
32K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-400- 5.8% |
$20K - $20.1K
|
6.5K
$328K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-435- 12.55% |
$21.8K - $21.9K
|
3.03K
$153K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-465- 0.68% |
$23.3K - $23.4K
|
67.9K
$3.43M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-481- 18.35% |
$24.1K - $24.2K
|
2.14K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-505- 3.58% |
$25.3K - $25.4K
|
13.6K
$687K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-522- 94.91% |
$26.1K - $26.3K
|
28
$1.41K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-560- 0.92% |
$28K - $28.2K
|
60.2K
$3.04M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-560- 7.92% |
$28K - $28.2K
|
6.51K
$329K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-664- 2.54% |
$33.2K - $33.4K
|
25.5K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-690- 11.62% |
$34.5K - $34.7K
|
5.25K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-700- 58.33% |
$35K - $35.2K
|
500
$25.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-751- 2.28% |
$37.6K - $37.8K
|
32.2K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-764- 3.51% |
$38.2K - $38.4K
|
21K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-791- 5.99% |
$39.6K - $39.8K
|
12.4K
$627K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-791- 13.49% |
$39.6K - $39.8K
|
5.07K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-795- 3.94% |
$39.8K - $40K
|
19.4K
$978K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-797- 4.07% |
$39.9K - $40.1K
|
18.8K
$948K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-885- 2.1% |
$44.3K - $44.5K
|
41.3K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-970- 11.32% |
$48.5K - $48.8K
|
7.6K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-986- 5.75% |
$49.3K - $49.6K
|
16.2K
$817K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.06K- 41.26% |
$52.9K - $53.2K
|
1.51K
$76K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.08K- 2.37% |
$54.2K - $54.5K
|
44.7K
$2.26M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.1K- 3.39% |
$54.8K - $55.1K
|
31.2K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.19K- 4.95% |
$59.7K - $60K
|
22.9K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.21K- 12.91% |
$60.7K - $61.1K
|
8.19K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.22K- 9.46% |
$61.2K - $61.6K
|
11.7K
$592K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.24K- 10.95% |
$61.8K - $62.1K
|
10K
$507K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.28K- 3.89% |
$63.9K - $64.2K
|
31.6K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.36K- 1.5% |
$68.2K - $68.5K
|
89.4K
$4.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.47K- 4.9% |
$73.3K - $73.7K
|
28.5K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 28.99% |
$85.6K - $86K
|
4.19K
$212K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.73K- 20.17% |
$86.6K - $87.1K
|
6.85K
$346K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 9.11% |
$90.8K - $91.2K
|
18.1K
$914K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.93K- 26.33% |
$96.3K - $96.8K
|
5.39K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.98K- 8.1% |
$99.1K - $99.6K
|
22.5K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2K- 3.07% |
$99.9K - $100K
|
63.1K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2K- 7.25% |
$100K - $101K
|
25.6K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.16K- 31.98% |
$108K - $109K
|
4.6K
$232K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.18K- 21.31% |
$109K - $109K
|
8.04K
$406K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.44K- 25.79% |
$122K - $123K
|
7.02K
$354K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.45K- 33.47% |
$123K - $123K
|
4.88K
$246K
|