Purchases and Sales Made in Q2 2024 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q2 2024. 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 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12K- 8.66% |
$605K - $608K
|
127K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12.1K- 18.89% |
$607K - $610K
|
51.8K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.3K- 38.19% |
$670K - $673K
|
21.6K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 22.07% |
$676K - $679K
|
47.5K
$2.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-13.7K- 40.14% |
$692K - $695K
|
20.5K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.1K- 12.13% |
$707K - $710K
|
102K
$5.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-14.1K- 22.86% |
$711K - $714K
|
47.7K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.91% |
$716K - $719K
|
192K
$9.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-14.5K- 10.92% |
$731K - $734K
|
118K
$5.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-14.6K- 3.07% |
$735K - $738K
|
460K
$23.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.5K- 23.9% |
$832K - $835K
|
52.6K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-23.9K- 10.09% |
$1.2M - $1.21M
|
213K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-25.9K- 39.4% |
$1.3M - $1.31M
|
39.8K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-27.5K- 3.15% |
$1.39M - $1.39M
|
847K
$42.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-28.2K- 61.72% |
$1.42M - $1.42M
|
17.5K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34.5K- 76.75% |
$1.74M - $1.74M
|
10.5K
$528K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-34.5K- 10.01% |
$1.74M - $1.75M
|
310K
$15.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.8K- 7.18% |
$1.75M - $1.76M
|
449K
$22.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.9K- 23.52% |
$2.01M - $2.02M
|
130K
$6.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-40.7K- 52.72% |
$2.05M - $2.06M
|
36.5K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-44K- 6.34% |
$2.21M - $2.22M
|
650K
$32.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-46.7K- 55.65% |
$2.35M - $2.36M
|
37.2K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-53.3K- 45.83% |
$2.68M - $2.7M
|
63K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-62.6K- 23.12% |
$3.15M - $3.16M
|
208K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-94.4K- 38.45% |
$4.75M - $4.77M
|
151K
$7.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-124K- 23.5% |
$6.25M - $6.28M
|
404K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-129K- 96.94% |
$6.49M - $6.51M
|
4.07K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133K- 35.51% |
$6.7M - $6.73M
|
242K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-172K- 10.02% |
$8.65M - $8.69M
|
1.54M
$77.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-187K- 37.79% |
$9.41M - $9.45M
|
308K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-192K- 20.71% |
$9.67M - $9.72M
|
736K
$37.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-278K- 10.58% |
$14M - $14M
|
2.35M
$119M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-280K- 74.25% |
$14.1M - $14.2M
|
97.1K
$4.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-305K- 13.28% |
$15.3M - $15.4M
|
1.99M
$101M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-317K- 51.05% |
$16M - $16M
|
304K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-521K- 11.76% |
$26.2M - $26.3M
|
3.91M
$197M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-784K- 99.23% |
$39.4M - $39.6M
|
6.04K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-801K- 20.21% |
$40.3M - $40.5M
|
3.16M
$160M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.19M- 21.57% |
$60.1M - $60.3M
|
4.34M
$219M
|