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 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-211- 1.52% |
$11K - $11.4K
|
13.6K
$707K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-527- 0.14% |
$27.6K - $28.4K
|
371K
$19.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-587- 2.86% |
$30.7K - $31.7K
|
20K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-670- 4.94% |
$35.1K - $36.1K
|
12.9K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-758- 16.95% |
$39.7K - $40.9K
|
3.72K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-767- 8.31% |
$40.1K - $41.4K
|
8.47K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1K- 1.69% |
$52.3K - $53.9K
|
58.2K
$3.02M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 19.35% |
$62.8K - $64.7K
|
5K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 16.97% |
$64.2K - $66.1K
|
6K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.27K- 42.98% |
$66.5K - $68.5K
|
1.69K
$87.3K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.58K- 1.75% |
$82.6K - $85.1K
|
88.7K
$4.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.71K- 26.62% |
$89.3K - $92K
|
4.7K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.81K- 1.67% |
$94.5K - $97.3K
|
106K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.05K- 18.26% |
$107K - $111K
|
9.2K
$476K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.46K- 6.45% |
$129K - $132K
|
35.6K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.47K- 15.55% |
$129K - $133K
|
13.4K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-2.99K- 24.83% |
$157K - $161K
|
9.06K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.53K- 3.13% |
$184K - $190K
|
109K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.09K- 37.47% |
$214K - $220K
|
6.82K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.5K- 7.14% |
$236K - $243K
|
58.5K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.2K- 23.02% |
$272K - $280K
|
17.4K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.75K- 20.53% |
$301K - $310K
|
22.3K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-6.39K- 52.34% |
$334K - $345K
|
5.82K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.41K- 38.75% |
$335K - $345K
|
10.1K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.79K- 6.56% |
$355K - $366K
|
96.7K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 5.6% |
$525K - $541K
|
169K
$8.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.2K- 45.49% |
$639K - $658K
|
14.6K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13.3K- 40.16% |
$693K - $714K
|
19.7K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.1K- 12.0% |
$737K - $759K
|
103K
$5.35M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.2K- 18.0% |
$745K - $767K
|
64.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.7K- 9.77% |
$1.61M - $1.65M
|
283K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 55.46% |
$5.7M - $5.87M
|
87.5K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-132K- 90.49% |
$6.89M - $7.1M
|
13.8K
$717K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-133K- 99.02% |
$6.94M - $7.15M
|
1.32K
$68.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-439K- 98.1% |
$23M - $23.7M
|
8.5K
$440K
|