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
$23.2M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
332KNew |
$17.4M - $17.9M
|
332K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
208K+ 48.68% |
$10.9M - $11.2M
|
636K
$32.9M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
169K+ 20.56% |
$8.82M - $9.09M
|
989K
$51.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134KNew |
$7.01M - $7.22M
|
134K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
59.4K+ 48.82% |
$3.11M - $3.2M
|
181K
$9.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53.4K+ 78.97% |
$2.8M - $2.88M
|
121K
$6.27M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
49.3KNew |
$2.58M - $2.66M
|
49.3K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.1K+ 131.74% |
$2.57M - $2.65M
|
86.4K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
30.7KNew |
$1.61M - $1.65M
|
30.7K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.3K+ 78.38% |
$1.06M - $1.1M
|
46.2K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 4.59% |
$984K - $1.01M
|
429K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$978K - $1.01M
|
18.7K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
18KNew |
$943K - $971K
|
18K
$933K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.9K+ 34.72% |
$937K - $966K
|
69.5K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 8.46% |
$799K - $823K
|
196K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13.6K+ 274.02% |
$710K - $732K
|
18.5K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
12K+ 14.36% |
$628K - $647K
|
95.6K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$550K - $566K
|
10.5K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.9KNew |
$518K - $534K
|
9.9K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.85K+ 23.21% |
$515K - $531K
|
52.3K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.76K+ 66.24% |
$511K - $526K
|
24.5K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.62KNew |
$503K - $519K
|
9.62K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
9.44K+ 2.77% |
$494K - $509K
|
350K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.04K+ 2.84% |
$473K - $487K
|
327K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.72K+ 1.57% |
$456K - $470K
|
564K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.6K+ 23.13% |
$450K - $464K
|
45.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.36K+ 1.68% |
$437K - $451K
|
506K
$26.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.33K+ 6.98% |
$436K - $449K
|
128K
$6.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
8.31K+ 13.34% |
$435K - $448K
|
70.6K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.26KNew |
$432K - $445K
|
8.26K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
7.56K+ 3.43% |
$396K - $408K
|
228K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
6.57K+ 19.91% |
$344K - $354K
|
39.6K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.16K+ 26.1% |
$323K - $332K
|
29.8K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.88K+ 55.99% |
$308K - $317K
|
16.4K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 2.84% |
$305K - $314K
|
211K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.25K+ 4.62% |
$275K - $283K
|
119K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.13K+ 10.55% |
$269K - $277K
|
53.8K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.87KNew |
$255K - $263K
|
4.87K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
4.45KNew |
$233K - $240K
|
4.45K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.39K+ 30.64% |
$230K - $237K
|
18.7K
$970K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.39K+ 30.64% |
$230K - $237K
|
18.7K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$227K - $234K
|
4.34K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.14KNew |
$217K - $223K
|
4.14K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.1K+ 48.52% |
$215K - $221K
|
12.6K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.07KNew |
$213K - $220K
|
4.07K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.99KNew |
$209K - $215K
|
3.99K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.88K+ 26.86% |
$203K - $209K
|
18.3K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.12K+ 3.75% |
$163K - $168K
|
86.3K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.78K+ 39.99% |
$145K - $150K
|
9.72K
$503K
|