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 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.54K+ 11.52% |
$133K - $137K
|
24.6K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.04K+ 21.92% |
$106K - $110K
|
11.3K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 8.35% |
$100K - $103K
|
24.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.47K+ 2.91% |
$76.8K - $79.1K
|
51.9K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.21K+ 8.41% |
$63.3K - $65.2K
|
15.6K
$808K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11K+ 15.11% |
$58.3K - $60.1K
|
8.49K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.06K+ 0.34% |
$55.6K - $57.3K
|
314K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
947+ 8.35% |
$49.6K - $51.1K
|
12.3K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
850+ 13.2% |
$44.5K - $45.8K
|
7.29K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
776+ 13.71% |
$40.6K - $41.8K
|
6.44K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
721+ 10.09% |
$37.7K - $38.9K
|
7.87K
$407K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
710+ 0.53% |
$37.2K - $38.3K
|
135K
$6.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
645+ 14.15% |
$33.8K - $34.8K
|
5.2K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
585+ 2.04% |
$30.6K - $31.5K
|
29.2K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
578+ 3.7% |
$30.2K - $31.2K
|
16.2K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
372New |
$19.5K - $20.1K
|
372
$19.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
305New |
$16K - $16.4K
|
305
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 8.79% |
$15.7K - $16.2K
|
3.71K
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
285+ 5.48% |
$14.9K - $15.4K
|
5.48K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
241+ 1.81% |
$12.6K - $13K
|
13.6K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
202+ 0.43% |
$10.6K - $10.9K
|
46.7K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
191+ 2.51% |
$10K - $10.3K
|
7.79K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
191+ 1.91% |
$10K - $10.3K
|
10.2K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148+ 1.58% |
$7.74K - $7.98K
|
9.52K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
130+ 2.79% |
$6.8K - $7.01K
|
4.78K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
112New |
$5.86K - $6.04K
|
112
$5.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
107+ 0.69% |
$5.6K - $5.77K
|
15.7K
$811K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
102+ 0.23% |
$5.34K - $5.5K
|
44.2K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88+ 0.12% |
$4.61K - $4.74K
|
71.7K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
86+ 1.71% |
$4.5K - $4.64K
|
5.12K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
77+ 0.48% |
$4.03K - $4.15K
|
16.2K
$837K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 0.35% |
$3.61K - $3.72K
|
19.9K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
64+ 0.47% |
$3.35K - $3.45K
|
13.7K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 0.45% |
$3.35K - $3.45K
|
14.3K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 0.48% |
$2.2K - $2.26K
|
8.86K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38+ 0.16% |
$1.99K - $2.05K
|
24.4K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
38+ 0.48% |
$1.99K - $2.05K
|
8.01K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
36+ 0.17% |
$1.88K - $1.94K
|
20.8K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29+ 0.17% |
$1.52K - $1.56K
|
17K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
28+ 0.47% |
$1.47K - $1.51K
|
5.98K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25+ 0.49% |
$1.31K - $1.35K
|
5.15K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19+ 0.31% |
$994 - $1.02K
|
6.16K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.46% |
$942 - $971
|
3.9K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.02% |
$262 - $270
|
27.3K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.06% |
$157 - $162
|
4.8K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.01% |
$157 - $162
|
20.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-101- 1.34% |
$5.29K - $5.45K
|
7.42K
$384K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-164- 2.51% |
$8.58K - $8.84K
|
6.37K
$330K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-200- 2.65% |
$10.5K - $10.8K
|
7.33K
$380K
|