Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
340K+ 489.71% |
$18M - $18.2M
|
410K
$22M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
206K+ 73.97% |
$10.9M - $11.1M
|
485K
$26.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
178KNew |
$9.39M - $9.54M
|
178K
$9.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.3K+ 2055.34% |
$4.24M - $4.3M
|
84.2K
$4.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
72.1K+ 123.68% |
$3.8M - $3.86M
|
130K
$7M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56.1K+ 28.95% |
$2.96M - $3.01M
|
250K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.4K+ 5.92% |
$2.24M - $2.28M
|
759K
$40.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.1KNew |
$1.48M - $1.51M
|
28.1K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
25.8K+ 9.51% |
$1.36M - $1.38M
|
297K
$16M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
24.5K+ 13.18% |
$1.29M - $1.31M
|
210K
$11.3M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
24.3K+ 42.37% |
$1.28M - $1.3M
|
81.5K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
22.7K+ 17.13% |
$1.2M - $1.22M
|
155K
$8.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.2K+ 1045.55% |
$906K - $920K
|
18.8K
$1.01M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16K+ 4.57% |
$843K - $856K
|
365K
$19.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.9KNew |
$839K - $852K
|
15.9K
$853K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3K+ 7.84% |
$649K - $659K
|
169K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$593K - $602K
|
11.2K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.3KNew |
$544K - $553K
|
10.3K
$554K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$537K - $545K
|
10.2K
$546K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.95K+ 2.19% |
$525K - $533K
|
465K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.95K+ 2.19% |
$525K - $533K
|
465K
$25M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.91K+ 18.88% |
$523K - $531K
|
62.4K
$3.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
9.78K+ 47.84% |
$516K - $524K
|
30.2K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.92K+ 2.73% |
$471K - $478K
|
335K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.37K+ 4.39% |
$442K - $448K
|
199K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.99KNew |
$369K - $375K
|
6.99K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6.58K+ 27.92% |
$347K - $353K
|
30.2K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.2K+ 40.77% |
$327K - $333K
|
21.4K
$1.15M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.84K+ 6.66% |
$308K - $313K
|
93.6K
$5.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.19K+ 4.08% |
$274K - $278K
|
133K
$7.11M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.08KNew |
$268K - $272K
|
5.08K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.04KNew |
$266K - $270K
|
5.04K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.97KNew |
$262K - $267K
|
4.97K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.91KNew |
$259K - $263K
|
4.91K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.87K+ 9.35% |
$257K - $261K
|
56.9K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.33K+ 61.38% |
$229K - $232K
|
11.4K
$612K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.15K+ 49.17% |
$219K - $222K
|
12.6K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.09K+ 22.74% |
$216K - $219K
|
22.1K
$1.18M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4KNew |
$211K - $214K
|
4K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4KNew |
$211K - $214K
|
4K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 3.35% |
$177K - $180K
|
104K
$5.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.32K+ 9.34% |
$175K - $178K
|
38.8K
$2.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.09K+ 13.42% |
$163K - $166K
|
26.1K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.99K+ 13.78% |
$158K - $160K
|
24.7K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
2.79K+ 2.91% |
$147K - $149K
|
98.6K
$5.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$147K - $149K
|
2.78K
$149K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.62K+ 226.08% |
$138K - $140K
|
3.78K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.39K+ 95.49% |
$126K - $128K
|
4.9K
$263K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.25KNew |
$119K - $121K
|
2.25K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 3.03% |
$118K - $119K
|
75.8K
$4.07M
|