Purchases and Sales Made in Q2 2023 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
23.5K+ 127.55% |
$1.18M - $1.18M
|
41.9K
$2.12M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
23.1K+ 11.64% |
$1.16M - $1.16M
|
221K
$11.2M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
20.4KNew |
$1.02M - $1.03M
|
20.4K
$1.03M
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
18.3K+ 2.91% |
$914K - $919K
|
646K
$32.6M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17.4K+ 3.27% |
$872K - $877K
|
550K
$27.8M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.3KNew |
$869K - $873K
|
17.3K
$876K
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
15.3K+ 10.84% |
$765K - $768K
|
156K
$7.88M
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
14.9K+ 17.45% |
$745K - $748K
|
100K
$5.05M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
14.7K+ 95.72% |
$738K - $742K
|
30.1K
$1.52M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
14K+ 21.74% |
$700K - $703K
|
78.2K
$3.95M
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
13.5KNew |
$675K - $679K
|
13.5K
$681K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 22.88% |
$674K - $677K
|
72.2K
$3.65M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12.8K+ 26.4% |
$639K - $642K
|
61.1K
$3.09M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6K+ 17.99% |
$630K - $633K
|
82.6K
$4.17M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 13.0% |
$625K - $628K
|
108K
$5.48M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.1K+ 6.01% |
$605K - $608K
|
213K
$10.8M
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12K+ 94.13% |
$602K - $605K
|
24.8K
$1.25M
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
11.9K+ 12.06% |
$598K - $601K
|
111K
$5.6M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.3K+ 12.68% |
$567K - $570K
|
101K
$5.08M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$550K - $552K
|
11K
$554K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6K+ 99.71% |
$533K - $535K
|
21.3K
$1.08M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4KNew |
$520K - $522K
|
10.4K
$524K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9.97K+ 271.1% |
$499K - $502K
|
13.6K
$689K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.79K+ 25.44% |
$490K - $492K
|
48.3K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.68K+ 4.72% |
$485K - $487K
|
215K
$10.8M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.29K+ 75.41% |
$465K - $467K
|
21.6K
$1.09M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
9.17K+ 5.8% |
$459K - $462K
|
167K
$8.45M
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9.06K+ 20.03% |
$454K - $456K
|
54.3K
$2.74M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.02K+ 41.27% |
$452K - $454K
|
30.9K
$1.56M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.36KNew |
$419K - $421K
|
8.36K
$422K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.18KNew |
$409K - $411K
|
8.18K
$413K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.08K+ 19.32% |
$405K - $407K
|
49.9K
$2.52M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.06K+ 7.21% |
$404K - $406K
|
120K
$6.05M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.65KNew |
$383K - $385K
|
7.65K
$386K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.31K+ 4.58% |
$366K - $368K
|
167K
$8.43M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.24KNew |
$363K - $364K
|
7.24K
$366K
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.24KNew |
$363K - $364K
|
7.24K
$366K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6.9KNew |
$345K - $347K
|
6.9K
$348K
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.97KNew |
$299K - $300K
|
5.97K
$301K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.31K+ 56.68% |
$266K - $267K
|
14.7K
$740K
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.22K+ 15.59% |
$261K - $263K
|
38.7K
$1.95M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.2KNew |
$260K - $262K
|
5.2K
$262K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.97KNew |
$249K - $250K
|
4.97K
$251K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.41KNew |
$221K - $222K
|
4.41K
$223K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.23KNew |
$212K - $213K
|
4.23K
$214K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.18K+ 103.49% |
$210K - $211K
|
8.23K
$415K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.18K+ 103.49% |
$210K - $211K
|
8.23K
$415K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 31.66% |
$206K - $207K
|
17.1K
$864K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.03KNew |
$202K - $203K
|
4.03K
$203K
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 22.01% |
$200K - $201K
|
22.1K
$1.12M
|