Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32.4K+ 5.09% |
$1.66M - $1.72M
|
668K
$34.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22.5K+ 82.18% |
$1.15M - $1.19M
|
49.8K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.58KNew |
$491K - $508K
|
9.58K
$496K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.77K+ 35.99% |
$450K - $465K
|
33.1K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
7.98K+ 42.63% |
$409K - $423K
|
26.7K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.31K+ 25.77% |
$324K - $335K
|
30.8K
$1.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
5.63KNew |
$289K - $299K
|
5.63K
$291K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 26.82% |
$277K - $287K
|
25.6K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
4.76KNew |
$244K - $253K
|
4.76K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.48K+ 22.43% |
$230K - $238K
|
24.4K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.48KNew |
$230K - $238K
|
4.48K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.13K+ 11.6% |
$212K - $219K
|
39.8K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4K+ 66.67% |
$205K - $212K
|
10K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.44K+ 1.09% |
$176K - $182K
|
318K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.04K+ 8.29% |
$105K - $108K
|
26.7K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.35K+ 8.37% |
$69.3K - $71.7K
|
17.5K
$906K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.19K+ 8.62% |
$61.2K - $63.3K
|
15K
$778K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
889+ 20.5% |
$45.6K - $47.2K
|
5.23K
$270K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
528+ 8.29% |
$27.1K - $28K
|
6.9K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
421+ 2.69% |
$21.6K - $22.3K
|
16.1K
$832K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
101+ 0.74% |
$5.18K - $5.36K
|
13.8K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
52+ 1.21% |
$2.67K - $2.76K
|
4.35K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 0.09% |
$2.1K - $2.18K
|
46.7K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.05% |
$205 - $212
|
7.42K
$384K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.18% |
$154 - $159
|
1.69K
$87.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-216- 2.54% |
$11.1K - $11.5K
|
8.29K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-242- 3.3% |
$12.4K - $12.8K
|
7.09K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-350- 3.48% |
$18K - $18.6K
|
9.7K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-445- 6.53% |
$22.8K - $23.6K
|
6.37K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-565- 9.45% |
$29K - $30K
|
5.41K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-927- 10.95% |
$47.5K - $49.2K
|
7.54K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.02K- 6.94% |
$52.1K - $53.9K
|
13.6K
$704K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.02K- 0.96% |
$52.3K - $54.1K
|
105K
$5.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.4K- 3.26% |
$225K - $233K
|
131K
$6.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-5.29K- 25.43% |
$271K - $281K
|
15.5K
$802K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.08K- 9.38% |
$312K - $322K
|
58.7K
$3.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.55K- 21.98% |
$336K - $347K
|
23.2K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-34.5K- 10.54% |
$1.77M - $1.83M
|
293K
$15.1M
|