Purchases and Sales Made in Q1 2023 in Ishares New York Muni Bond ETF (NYF)
This table provides information about the institutional ownership of Ishares New York Muni Bond ETF (NYF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES NEW YORK MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
210K+ 283.5% |
$11M - $11.3M
|
284K
$15.3M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
79.1K+ 31.22% |
$4.13M - $4.26M
|
333K
$17.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
50.6KNew |
$2.64M - $2.72M
|
50.6K
$2.71M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
33.5K+ 50.77% |
$1.75M - $1.81M
|
99.6K
$5.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
29.1K+ 12.93% |
$1.52M - $1.56M
|
254K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.6KNew |
$1.33M - $1.38M
|
25.6K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.26M - $1.3M
|
24.2K
$1.3M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20KNew |
$1.04M - $1.08M
|
20K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.9K+ 54.44% |
$985K - $1.02M
|
53.6K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.4K+ 9.47% |
$854K - $881K
|
189K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 15.98% |
$686K - $708K
|
95.5K
$5.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12.7KNew |
$665K - $686K
|
12.7K
$684K
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
10.5KNew |
$547K - $565K
|
10.5K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.23K+ 373.02% |
$429K - $443K
|
10.4K
$560K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.52KNew |
$392K - $405K
|
7.52K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.39KNew |
$386K - $398K
|
7.39K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.33K+ 37.01% |
$382K - $394K
|
27.1K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.98K+ 8.41% |
$364K - $375K
|
89.9K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.7K+ 7.0% |
$349K - $360K
|
102K
$5.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.35KNew |
$331K - $342K
|
6.35K
$341K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
6.31K+ 150.9% |
$329K - $340K
|
10.5K
$563K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.1K+ 85.21% |
$318K - $328K
|
13.3K
$712K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
4.1KNew |
$214K - $221K
|
4.1K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.05K+ 5.02% |
$211K - $218K
|
84.8K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.68K+ 20.87% |
$192K - $198K
|
21.3K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.44K+ 41.86% |
$180K - $185K
|
11.7K
$626K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.42KNew |
$178K - $184K
|
3.42K
$183K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3K+ 3.76% |
$156K - $161K
|
82.7K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.7K+ 5.06% |
$141K - $145K
|
56.1K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.42K+ 6.31% |
$126K - $130K
|
40.7K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.42K+ 5.93% |
$126K - $130K
|
43.2K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 5.4% |
$122K - $126K
|
45.8K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
2.34K+ 19.63% |
$122K - $126K
|
14.3K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.01K+ 1.5% |
$105K - $108K
|
136K
$7.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.68K+ 30.15% |
$87.4K - $90.1K
|
7.23K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.65K+ 18.8% |
$86.1K - $88.8K
|
10.4K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 5.3% |
$85.7K - $88.4K
|
32.6K
$1.75M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.34KNew |
$70.1K - $72.3K
|
1.34K
$72.1K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.25K+ 4.97% |
$65.2K - $67.3K
|
26.4K
$1.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.18K+ 7.05% |
$61.3K - $63.3K
|
17.9K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 5.72% |
$57.8K - $59.7K
|
20.5K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 3.52% |
$55.4K - $57.2K
|
31.3K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
999+ 21.57% |
$52.1K - $53.8K
|
5.63K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
974+ 2.68% |
$50.8K - $52.4K
|
37.3K
$2M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
780+ 12.25% |
$40.7K - $42K
|
7.15K
$384K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
770+ 2.6% |
$40.2K - $41.4K
|
30.4K
$1.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
639+ 6.79% |
$33.3K - $34.4K
|
10K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
467+ 1.78% |
$24.4K - $25.1K
|
26.7K
$1.43M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
424+ 40.23% |
$22.1K - $22.8K
|
1.48K
$79.3K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
369+ 4.03% |
$19.2K - $19.9K
|
9.53K
$511K
|