Atria Wealth Solutions, Inc. Ishares New York Muni Bond ETF Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 25,559 shares of NYF stock, worth $1.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

25,559

Previous 20,153 26.82%

Holding current value

$1.32 Million

Previous $1.06 Million 25.54%

% of portfolio

0.03%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$51.29 - $53.06 $277,273 - $286,842	5,406 Added 26.82%	25,559 $1.33 Million
Q1 2025 May 09, 2025	BUY	$52.33 - $53.92 $156 - $161	3 Added 0.01%	20,153 $1.06 Million
Q4 2024 Jan 31, 2025	SELL	$52.85 - $54.34 $39,848 - $40,972	-754 Reduced 3.61%	20,150 $1.07 Million
Q3 2024 Nov 08, 2024	BUY	$53.13 - $54.36 $32,196 - $32,942	606 Added 2.99%	20,904 $1.14 Million
Q1 2024 May 13, 2024	SELL	$53.63 - $54.28 $140,725 - $142,430	-2,624 Reduced 11.45%	20,298 $1.09 Million
Q4 2023 Feb 02, 2024	BUY	$50.23 - $54.25 $215,989 - $233,275	4,300 Added 23.09%	22,922 $1.24 Million
Q3 2023 Nov 08, 2023	SELL	$50.97 - $53.58 $757,261 - $796,038	-14,857 Reduced 44.38%	18,622 $950,000
Q2 2023 Aug 03, 2023	BUY	$52.46 - $54.12 $1.38 Million - $1.42 Million	26,320 Added 367.65%	33,479 $1.78 Million
Q1 2023 Aug 22, 2023	SELL	$52.16 - $53.82 $1.05 Million - $1.09 Million	-20,220 Reduced 60.4%	13,259 $709,000
Q1 2023 Jun 14, 2023	SELL	$52.16 - $53.82 $318,176 - $328,302	-6,100 Reduced 46.01%	7,159 $383,000
Q1 2023 May 10, 2023	BUY	$52.16 - $53.82 $318,176 - $328,302	6,100 Added 85.21%	13,259 $709,000
Q4 2022 Aug 30, 2023	SELL	$50.1 - $52.99 $1.32 Million - $1.39 Million	-26,320 Reduced 78.62%	7,159 $375,000
Q4 2022 Feb 13, 2023	BUY	$50.1 - $52.99 $63,025 - $66,661	1,258 Added 21.32%	7,159 $375,000
Q3 2022 Nov 14, 2022	BUY	$50.53 - $53.83 $298,177 - $317,650	5,901 New	5,901 $299,000

Others Institutions Holding NYF

# of Institutions

183

Shares Held

9.85M

Call Options Held

Put Options Held

View Full List

About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

More about NYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Ishares New York Muni Bond ETF Transaction History