Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
534KNew |
$28.4M - $29M
|
534K
$28.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
122K+ 58.13% |
$6.5M - $6.65M
|
333K
$17.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.9K+ 17.96% |
$2.38M - $2.44M
|
295K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
29.4KNew |
$1.56M - $1.6M
|
29.4K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
24.7K+ 3.25% |
$1.31M - $1.34M
|
784K
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.1K+ 4.34% |
$1.07M - $1.09M
|
483K
$25.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18.9K+ 10.64% |
$1.01M - $1.03M
|
197K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.2K+ 84.77% |
$965K - $987K
|
39.6K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.2K+ 69.84% |
$916K - $937K
|
41.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.2KNew |
$860K - $880K
|
16.2K
$868K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
14.4K+ 4.3% |
$766K - $783K
|
350K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 2.7% |
$668K - $683K
|
477K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
12.4KNew |
$656K - $672K
|
12.4K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 12.85% |
$639K - $654K
|
106K
$5.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 6.41% |
$576K - $590K
|
180K
$9.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.42K+ 11.18% |
$500K - $512K
|
93.6K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.59K+ 45.66% |
$456K - $467K
|
27.4K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.86K+ 1.92% |
$418K - $427K
|
417K
$22.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.35K+ 7.45% |
$391K - $400K
|
106K
$5.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.32K+ 24.2% |
$389K - $398K
|
37.6K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.81K+ 11.96% |
$362K - $370K
|
63.7K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.6KNew |
$351K - $359K
|
6.6K
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.15KNew |
$327K - $334K
|
6.15K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.81K+ 3.74% |
$309K - $316K
|
161K
$8.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 4.4% |
$305K - $312K
|
136K
$7.3M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.66K+ 6.94% |
$300K - $307K
|
87.1K
$4.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
5.3K+ 6.36% |
$282K - $288K
|
88.6K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.99K+ 95.98% |
$265K - $271K
|
10.2K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.8K+ 9.52% |
$255K - $261K
|
55.3K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.68K+ 11.85% |
$249K - $255K
|
44.2K
$2.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.51K+ 20.45% |
$240K - $245K
|
26.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4K+ 1.35% |
$213K - $217K
|
301K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.96K+ 8.85% |
$210K - $215K
|
48.7K
$2.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.91KNew |
$208K - $212K
|
3.91K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.79KNew |
$202K - $206K
|
3.79K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.72KNew |
$198K - $202K
|
3.72K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.5K+ 20.91% |
$186K - $190K
|
20.3K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4K+ 3.29% |
$181K - $185K
|
107K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.29K+ 77.5% |
$175K - $179K
|
7.53K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.61K+ 15.18% |
$139K - $142K
|
19.8K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.07K+ 5.33% |
$110K - $112K
|
40.9K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 50.0% |
$106K - $109K
|
6K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.96K+ 9.91% |
$104K - $107K
|
21.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 0.8% |
$84.6K - $86.6K
|
201K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.57K+ 22.47% |
$83.5K - $85.4K
|
8.56K
$460K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.37K+ 2.7% |
$72.7K - $74.4K
|
52K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.14K+ 11.15% |
$60.3K - $61.7K
|
11.3K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
994+ 2.75% |
$52.8K - $54K
|
37.2K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
912+ 0.98% |
$48.5K - $49.6K
|
94K
$5.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
850+ 8.33% |
$45.2K - $46.2K
|
11.1K
$593K
|