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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-804- 0.29% |
$43.1K - $43.6K
|
279K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-848- 1.89% |
$45.5K - $46K
|
44K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-924- 0.19% |
$49.6K - $50.2K
|
478K
$25.6M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.56K- 20.05% |
$83.6K - $84.6K
|
6.22K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.79K- 8.15% |
$95.7K - $96.9K
|
20.1K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 14.04% |
$95.7K - $96.9K
|
10.9K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 11.45% |
$141K - $142K
|
20.3K
$1.09M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-3.61K- 14.97% |
$194K - $196K
|
20.5K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.73K- 47.26% |
$253K - $257K
|
5.27K
$283K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5.45K- 6.13% |
$292K - $296K
|
83.5K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.62K- 12.29% |
$302K - $305K
|
40.1K
$2.15M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-5.64KClosed |
$303K - $306K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-5.76K- 13.97% |
$309K - $313K
|
35.5K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-8.07K- 16.88% |
$433K - $438K
|
39.7K
$2.13M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.3K- 12.67% |
$445K - $451K
|
57.2K
$3.07M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.95K- 2.14% |
$534K - $540K
|
455K
$24.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.4K- 5.01% |
$557K - $563K
|
197K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.2K- 63.19% |
$921K - $932K
|
10K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 36.27% |
$1.59M - $1.61M
|
52K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.16M- 95.53% |
$62.1M - $62.8M
|
54.2K
$2.91M
|