Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
89.8KNew |
$5.17M - $5.22M
|
89.8K
$4.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
38.4KNew |
$2.21M - $2.23M
|
38.4K
$2.06M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
35.1KNew |
$2.02M - $2.04M
|
35.1K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3KNew |
$1.98M - $1.99M
|
34.3K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
29.8K+ 98.94% |
$1.71M - $1.73M
|
59.9K
$3.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26.8KNew |
$1.54M - $1.56M
|
26.8K
$1.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.7KNew |
$1.19M - $1.2M
|
20.7K
$1.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$1.06M - $1.07M
|
18.4K
$986K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 5.32% |
$910K - $918K
|
313K
$16.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
12.7K+ 14.59% |
$729K - $736K
|
99.5K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.2K+ 8.96% |
$586K - $591K
|
124K
$6.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.53K+ 4.52% |
$549K - $554K
|
220K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.19KNew |
$529K - $534K
|
9.19K
$493K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9K+ 47.62% |
$518K - $522K
|
27.9K
$1.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.99K+ 10.12% |
$517K - $522K
|
97.8K
$5.25M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.26KNew |
$418K - $422K
|
7.26K
$390K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.92KNew |
$398K - $402K
|
6.92K
$371K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.72K+ 14.38% |
$387K - $390K
|
53.5K
$2.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.71K+ 23.18% |
$329K - $332K
|
30.4K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.67KNew |
$326K - $329K
|
5.67K
$304K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.58KNew |
$321K - $324K
|
5.58K
$300K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.8KNew |
$276K - $279K
|
4.8K
$258K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
4.37K+ 6.14% |
$252K - $254K
|
75.5K
$4.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
3.83KNew |
$220K - $222K
|
3.83K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.77KNew |
$217K - $219K
|
3.77K
$203K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.69K+ 29.49% |
$212K - $214K
|
16.2K
$869K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.28K+ 13.99% |
$188K - $190K
|
26.7K
$1.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 28.49% |
$154K - $155K
|
12.1K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.67K+ 6.33% |
$153K - $155K
|
44.8K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.43K+ 1.97% |
$140K - $141K
|
125K
$6.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.41K+ 6.92% |
$138K - $140K
|
37.2K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
2.27K+ 11.31% |
$131K - $132K
|
22.3K
$1.2M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.03K+ 1.07% |
$117K - $118K
|
193K
$10.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 16.66% |
$102K - $103K
|
12.4K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.31K+ 1.54% |
$75.2K - $75.9K
|
86.3K
$4.63M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.19K+ 23.92% |
$68.4K - $69K
|
6.16K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
1.17K+ 19.7% |
$67.4K - $68K
|
7.11K
$382K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.1K+ 27.05% |
$63.3K - $63.9K
|
5.17K
$277K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.03KNew |
$59.4K - $60K
|
1.03K
$55.5K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.01KNew |
$57.9K - $58.4K
|
1.01K
$54K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
902+ 6.84% |
$51.9K - $52.4K
|
14.1K
$757K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
830+ 7.31% |
$47.8K - $48.2K
|
12.2K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
711+ 1.51% |
$40.9K - $41.3K
|
47.8K
$2.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
607+ 96.81% |
$34.9K - $35.2K
|
1.23K
$66.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
555+ 5.38% |
$31.9K - $32.2K
|
10.9K
$584K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
472+ 9.66% |
$27.2K - $27.4K
|
5.36K
$288K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
450+ 6.71% |
$25.9K - $26.1K
|
7.16K
$384K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
285+ 7.23% |
$16.4K - $16.5K
|
4.23K
$227K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 1.32% |
$14.4K - $14.5K
|
19.2K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
180+ 0.76% |
$10.4K - $10.5K
|
23.9K
$1.28M
|