Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
2.1K+ 2.24% |
$113K - $114K
|
95.8K
$5.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.86K+ 42.4% |
$99.8K - $101K
|
6.25K
$335K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.86K+ 42.4% |
$99.8K - $101K
|
6.25K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.66K+ 1.61% |
$88.8K - $89.8K
|
105K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.58K+ 101.8% |
$84.7K - $85.8K
|
3.13K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.57K+ 3.11% |
$84.2K - $85.2K
|
52.1K
$2.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.45K+ 12.69% |
$77.8K - $78.8K
|
12.9K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.27K+ 12.69% |
$68.1K - $68.9K
|
11.3K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.02K+ 9.8% |
$54.7K - $55.4K
|
11.4K
$614K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1K+ 9.8% |
$53.6K - $54.3K
|
11.2K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
883+ 6.33% |
$47.4K - $47.9K
|
14.8K
$796K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
774+ 0.24% |
$41.5K - $42K
|
326K
$17.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
766+ 87.44% |
$41.1K - $41.6K
|
1.64K
$88.1K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
459+ 2.81% |
$24.6K - $24.9K
|
16.8K
$902K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
441+ 7.31% |
$23.7K - $23.9K
|
6.47K
$347K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
406+ 3.33% |
$21.8K - $22K
|
12.6K
$675K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 21.99% |
$21.5K - $21.7K
|
2.22K
$119K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
382+ 7.23% |
$20.5K - $20.7K
|
5.67K
$304K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
305New |
$16.4K - $16.6K
|
305
$16.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
268+ 7.36% |
$14.4K - $14.5K
|
3.91K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
241+ 3.53% |
$12.9K - $13.1K
|
7.06K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
223+ 3.96% |
$12K - $12.1K
|
5.85K
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
197+ 3.2% |
$10.6K - $10.7K
|
6.36K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
154+ 0.67% |
$8.26K - $8.36K
|
23K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
137+ 1.07% |
$7.35K - $7.44K
|
13K
$697K
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
104+ 0.51% |
$5.58K - $5.65K
|
20.4K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70+ 0.44% |
$3.75K - $3.8K
|
16K
$859K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
58+ 0.43% |
$3.11K - $3.15K
|
13.5K
$725K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 0.23% |
$2.9K - $2.93K
|
23.6K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37+ 0.44% |
$1.98K - $2.01K
|
8.47K
$454K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31+ 0.45% |
$1.66K - $1.68K
|
6.97K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24+ 0.11% |
$1.29K - $1.3K
|
20.9K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.1% |
$1.07K - $1.09K
|
19.5K
$1.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 0.17% |
$751 - $760
|
8.4K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13+ 0.09% |
$697 - $706
|
15.2K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10+ 0.17% |
$536 - $543
|
5.87K
$315K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.42% |
$483 - $489
|
2.17K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.4% |
$375 - $380
|
1.75K
$94.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.03% |
$268 - $271
|
16.6K
$894K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3+ 0.04% |
$161 - $163
|
7.51K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-63- 0.91% |
$3.38K - $3.42K
|
6.84K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 50.0% |
$5.36K - $5.43K
|
100
$5.37K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-160- 1.62% |
$8.58K - $8.68K
|
9.73K
$522K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-204- 0.41% |
$10.9K - $11.1K
|
49.7K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-303- 2.27% |
$16.2K - $16.4K
|
13.1K
$701K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-390- 9.77% |
$20.9K - $21.2K
|
3.6K
$193K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-400- 2.66% |
$21.5K - $21.7K
|
14.7K
$787K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-576- 0.34% |
$30.9K - $31.3K
|
168K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-750- 12.0% |
$40.2K - $40.7K
|
5.5K
$295K
|