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 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
476+ 4.74% |
$25K - $25.8K
|
10.5K
$565K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
465+ 0.27% |
$24.4K - $25.2K
|
170K
$9.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
461+ 1.07% |
$24.2K - $24.9K
|
43.6K
$2.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
325+ 5.12% |
$17K - $17.6K
|
6.68K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
250+ 3.19% |
$13.1K - $13.5K
|
8.09K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
176+ 1.27% |
$9.23K - $9.53K
|
14.1K
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
172+ 2.38% |
$9.02K - $9.31K
|
7.4K
$397K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
125+ 0.15% |
$6.56K - $6.77K
|
82.9K
$4.45M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
106+ 2.59% |
$5.56K - $5.74K
|
4.21K
$226K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
93+ 0.75% |
$4.88K - $5.03K
|
12.5K
$669K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
88+ 0.74% |
$4.62K - $4.76K
|
12K
$643K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53+ 0.94% |
$2.78K - $2.87K
|
5.68K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42+ 0.57% |
$2.2K - $2.27K
|
7.43K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.53% |
$472 - $487
|
1.72K
$92.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.03% |
$367 - $379
|
20.5K
$1.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.58% |
$262 - $271
|
864
$46.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-96- 0.67% |
$5.04K - $5.2K
|
14.2K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 1.41% |
$5.25K - $5.41K
|
7K
$376K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-194- 3.95% |
$10.2K - $10.5K
|
4.72K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-484- 0.58% |
$25.4K - $26.2K
|
83.7K
$4.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-500- 3.06% |
$26.2K - $27.1K
|
15.9K
$851K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-745- 2.65% |
$39.1K - $40.3K
|
27.4K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-789- 2.91% |
$41.4K - $42.7K
|
26.3K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 31.97% |
$57.3K - $59.2K
|
2.33K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 8.07% |
$69.4K - $71.5K
|
15.1K
$809K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.67K- 0.59% |
$87.8K - $90.6K
|
283K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.83K- 6.87% |
$96.1K - $99.1K
|
24.8K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 3.27% |
$164K - $169K
|
92.4K
$4.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.21K- 19.3% |
$168K - $174K
|
13.4K
$720K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.5K- 28.21% |
$184K - $189K
|
8.91K
$478K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.54K- 9.48% |
$186K - $192K
|
33.8K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.62K- 2.66% |
$190K - $196K
|
132K
$7.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.77K- 18.28% |
$198K - $204K
|
16.8K
$904K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.15K- 9.61% |
$270K - $279K
|
48.4K
$2.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.18K- 16.56% |
$271K - $280K
|
26.1K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-6.31K- 60.14% |
$331K - $341K
|
4.18K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.23K- 78.86% |
$431K - $445K
|
2.21K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.49K- 10.01% |
$445K - $459K
|
76.3K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.81K- 44.04% |
$462K - $477K
|
11.2K
$601K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.93K- 8.96% |
$468K - $483K
|
90.7K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.8K- 2.31% |
$514K - $530K
|
414K
$22.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21K- 10.71% |
$1.1M - $1.14M
|
175K
$9.41M
|