Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
646KNew |
$33.9M - $35M
|
646K
$34.7M
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
122KNew |
$6.41M - $6.62M
|
122K
$6.56M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
118K+ 62.15% |
$6.17M - $6.36M
|
307K
$16.5M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99.2K+ 830.91% |
$5.21M - $5.37M
|
111K
$5.97M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.6K+ 196.47% |
$2.5M - $2.57M
|
71.8K
$3.85M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40.1K+ 15.82% |
$2.11M - $2.17M
|
294K
$15.8M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40K+ 156.05% |
$2.1M - $2.16M
|
65.6K
$3.52M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
31.6KNew |
$1.66M - $1.71M
|
31.6K
$1.7M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.3K+ 367.65% |
$1.38M - $1.42M
|
33.5K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 6.26% |
$1.21M - $1.25M
|
392K
$21.1M
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
22.2KNew |
$1.16M - $1.2M
|
22.2K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 71.84% |
$1.15M - $1.18M
|
52.3K
$2.81M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.9KNew |
$993K - $1.02M
|
18.9K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
18.5KNew |
$968K - $999K
|
18.5K
$991K
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14.7K+ 4.42% |
$772K - $796K
|
347K
$18.6M
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
13.1KNew |
$686K - $707K
|
13.1K
$702K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
9.89K+ 138.29% |
$519K - $535K
|
17K
$915K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.63K+ 23.39% |
$400K - $413K
|
40.3K
$2.16M
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7.5KNew |
$394K - $406K
|
7.5K
$403K
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.39K+ 100.0% |
$388K - $400K
|
14.8K
$794K
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.17KNew |
$376K - $388K
|
7.17K
$385K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.79K+ 6.64% |
$356K - $368K
|
109K
$5.86M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.7KNew |
$299K - $308K
|
5.7K
$306K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.78K+ 30.55% |
$250K - $258K
|
20.4K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.55K+ 9.94% |
$239K - $246K
|
50.3K
$2.7M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.1K+ 8.1% |
$215K - $222K
|
54.7K
$2.94M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.08KNew |
$214K - $221K
|
4.08K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.89KNew |
$204K - $210K
|
3.89K
$209K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.88K+ 4.31% |
$203K - $210K
|
93.8K
$5.03M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
3.8KNew |
$199K - $206K
|
3.8K
$204K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.74K+ 48.0% |
$196K - $202K
|
11.5K
$619K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.99K+ 20.69% |
$157K - $162K
|
17.5K
$938K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.92K+ 25.03% |
$153K - $158K
|
14.6K
$783K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.8KNew |
$147K - $152K
|
2.8K
$150K
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.65K+ 11.95% |
$139K - $143K
|
24.8K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.53K+ 6.7% |
$132K - $137K
|
40.2K
$2.16M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.4K+ 18.83% |
$126K - $130K
|
15.1K
$813K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.16K+ 12.1% |
$113K - $117K
|
20K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.93K+ 4.74% |
$101K - $105K
|
42.6K
$2.29M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.67K+ 12.61% |
$87.7K - $90.4K
|
14.9K
$801K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48K+ 2.64% |
$77.6K - $80K
|
57.6K
$3.09M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.39K+ 3.1% |
$72.8K - $75.1K
|
46.2K
$2.48M
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.1K+ 6.76% |
$57.8K - $59.6K
|
17.4K
$934K
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
755+ 2.86% |
$39.6K - $40.9K
|
27.2K
$1.46M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
750+ 3.35% |
$39.3K - $40.6K
|
23.1K
$1.24M
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
590+ 3.03% |
$31K - $31.9K
|
20.1K
$1.08M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
588+ 6.17% |
$30.8K - $31.8K
|
10.1K
$543K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
588+ 2.76% |
$30.8K - $31.8K
|
21.9K
$1.18M
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
504+ 434.48% |
$26.4K - $27.3K
|
620
$33.3K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$26.2K - $27.1K
|
500
$26.8K
|