Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
439K+ 5072.52% |
$23M - $23.7M
|
448K
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
208K+ 48.68% |
$10.9M - $11.2M
|
636K
$32.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.9K+ 34.72% |
$937K - $966K
|
69.5K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$550K - $566K
|
10.5K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.76K+ 66.24% |
$511K - $526K
|
24.5K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.26KNew |
$432K - $445K
|
8.26K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
4.45KNew |
$233K - $240K
|
4.45K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 8.35% |
$100K - $103K
|
24.8K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.06K+ 0.34% |
$55.6K - $57.3K
|
314K
$16.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
710+ 0.53% |
$37.2K - $38.3K
|
135K
$6.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
202+ 0.43% |
$10.6K - $10.9K
|
46.7K
$2.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
191+ 1.91% |
$10K - $10.3K
|
10.2K
$527K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
107+ 0.69% |
$5.6K - $5.77K
|
15.7K
$809K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38+ 0.16% |
$1.99K - $2.05K
|
24.4K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
36+ 0.17% |
$1.88K - $1.94K
|
20.8K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.02% |
$262 - $270
|
27.3K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-164- 2.51% |
$8.58K - $8.84K
|
6.37K
$329K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-587- 2.86% |
$30.7K - $31.7K
|
20K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.71K- 26.62% |
$89.3K - $92K
|
4.7K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.46K- 6.45% |
$129K - $132K
|
35.6K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.2K- 45.49% |
$639K - $658K
|
14.6K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.2K- 18.0% |
$745K - $767K
|
64.8K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-132K- 90.49% |
$6.89M - $7.1M
|
13.8K
$715K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-439K- 98.1% |
$23M - $23.7M
|
8.5K
$439K
|