Purchases and Sales Made in Q4 2022 in Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 90.51% |
$565K - $567K
|
23.8K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.3KNew |
$561K - $564K
|
11.3K
$570K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 10.35% |
$536K - $539K
|
115K
$5.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 9.36% |
$519K - $521K
|
121K
$6.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.3K+ 37.8% |
$515K - $517K
|
37.6K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
10.3KNew |
$512K - $514K
|
10.3K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1K+ 18.03% |
$506K - $508K
|
66.4K
$3.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.6K+ 26.7% |
$479K - $481K
|
45.6K
$2.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
8.99K+ 14.95% |
$448K - $450K
|
69.1K
$3.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.96KNew |
$447K - $449K
|
8.96K
$454K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
8.73K+ 18.57% |
$435K - $437K
|
55.7K
$2.82M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
8.72KNew |
$435K - $437K
|
8.72K
$442K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8.66KNew |
$432K - $434K
|
8.66K
$438K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.37KNew |
$417K - $419K
|
8.37K
$424K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
8.29K+ 39.27% |
$414K - $415K
|
29.4K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.25KNew |
$411K - $413K
|
8.25K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.21KNew |
$409K - $411K
|
8.21K
$416K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.84KNew |
$391K - $393K
|
7.84K
$397K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.63K+ 10.3% |
$381K - $382K
|
81.7K
$4.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6KNew |
$379K - $381K
|
7.6K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.51KNew |
$374K - $376K
|
7.51K
$380K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.03K+ 20.25% |
$351K - $352K
|
41.8K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.76KNew |
$337K - $339K
|
6.76K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.61KNew |
$330K - $331K
|
6.61K
$335K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.59K+ 147.92% |
$328K - $330K
|
11K
$559K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.3K+ 70.79% |
$314K - $316K
|
15.2K
$770K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.19KNew |
$309K - $310K
|
6.19K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.09K+ 6.67% |
$304K - $305K
|
97.4K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.05KNew |
$301K - $303K
|
6.05K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$295K - $296K
|
5.91K
$300K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.86KNew |
$292K - $294K
|
5.86K
$297K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.81K+ 2.72% |
$290K - $291K
|
220K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.68K+ 5.85% |
$283K - $285K
|
103K
$5.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
5.6K+ 21.45% |
$279K - $281K
|
31.7K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$276K - $278K
|
5.55K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.23K+ 13.36% |
$261K - $262K
|
44.4K
$2.25M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5.05K+ 9.07% |
$252K - $253K
|
60.7K
$3.07M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.03KNew |
$251K - $252K
|
5.03K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.96K+ 21.53% |
$247K - $248K
|
28K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$238K - $239K
|
4.78K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.53K+ 142.83% |
$226K - $227K
|
7.69K
$390K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.26KNew |
$212K - $213K
|
4.26K
$216K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.26KNew |
$212K - $213K
|
4.26K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
4.21K+ 7.37% |
$210K - $211K
|
61.3K
$3.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.04K+ 1.24% |
$202K - $202K
|
330K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.02KNew |
$200K - $201K
|
4.02K
$204K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$199K - $200K
|
4K
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.65K+ 5.35% |
$182K - $183K
|
71.9K
$3.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.55K+ 47.89% |
$177K - $178K
|
10.9K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.4K+ 105.03% |
$170K - $170K
|
6.64K
$336K
|