Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
203KNew |
$10.2M - $10.8M
|
203K
$10.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
173KNew |
$8.66M - $9.16M
|
173K
$9.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
152K+ 855.64% |
$7.62M - $8.05M
|
170K
$9.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
66.9K+ 915.22% |
$3.35M - $3.54M
|
74.2K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.1K+ 19.53% |
$3.21M - $3.4M
|
393K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59.4K+ 142.17% |
$2.98M - $3.15M
|
101K
$5.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
58K+ 34.81% |
$2.91M - $3.08M
|
225K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31KNew |
$1.55M - $1.64M
|
31K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.6KNew |
$1.38M - $1.46M
|
27.6K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
26.2KNew |
$1.31M - $1.39M
|
26.2K
$1.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
25.1K+ 41.89% |
$1.26M - $1.33M
|
85K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.9K+ 479.93% |
$996K - $1.05M
|
24K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 31.48% |
$994K - $1.05M
|
82.9K
$4.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$992K - $1.05M
|
19.8K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 31.05% |
$978K - $1.03M
|
82.4K
$4.42M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
18.1K+ 164.7% |
$907K - $959K
|
29.1K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.6KNew |
$884K - $935K
|
17.6K
$947K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$836K - $884K
|
16.7K
$895K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 3.39% |
$828K - $876K
|
504K
$27M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
16.1K+ 75.11% |
$806K - $852K
|
37.5K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 256.73% |
$763K - $807K
|
21.2K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 51.64% |
$699K - $739K
|
40.9K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.9KNew |
$695K - $735K
|
13.9K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 46.53% |
$691K - $731K
|
43.4K
$2.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.3K+ 1625.59% |
$617K - $653K
|
13.1K
$702K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 9.63% |
$589K - $623K
|
134K
$7.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.6KNew |
$580K - $613K
|
11.6K
$621K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10.4K+ 14.96% |
$520K - $550K
|
79.7K
$4.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.3K+ 75.42% |
$517K - $547K
|
24K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.2K+ 11.87% |
$509K - $538K
|
95.6K
$5.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.08KNew |
$455K - $481K
|
9.08K
$487K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8.78KNew |
$440K - $465K
|
8.78K
$471K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.22KNew |
$412K - $436K
|
8.22K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.21K+ 185.75% |
$411K - $435K
|
12.6K
$678K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.51KNew |
$376K - $398K
|
7.51K
$403K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5.64KNew |
$283K - $299K
|
5.64K
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 5.3% |
$135K - $142K
|
53.4K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.67KNew |
$134K - $141K
|
2.67K
$143K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.23K+ 15.9% |
$112K - $118K
|
16.3K
$873K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.21K+ 154.16% |
$111K - $117K
|
3.64K
$195K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.69K+ 11.2% |
$84.8K - $89.7K
|
16.8K
$902K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 5.56% |
$78.4K - $82.9K
|
29.7K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.51K+ 3.71% |
$75.5K - $79.8K
|
42.1K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.48K+ 4.02% |
$74.1K - $78.4K
|
38.3K
$2.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.48KNew |
$73.9K - $78.2K
|
1.48K
$79.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 8.2% |
$72.6K - $76.8K
|
19.1K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.39K+ 3.53% |
$69.5K - $73.6K
|
40.7K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.26K+ 21.32% |
$63K - $66.7K
|
7.16K
$384K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.16KNew |
$58K - $61.4K
|
1.16K
$62.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.13K+ 10.43% |
$56.4K - $59.7K
|
11.9K
$640K
|