Ep Wealth Advisors, LLC Ishares New York Muni Bond ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,910 shares of NYF stock, worth $531,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,910
Previous 12,535 20.94%
Holding current value
$531,968
Previous $659,000 21.7%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$51.29 - $53.06 $134,636 - $139,282
-2,625 Reduced 20.94%
9,910 $516,000
Q3 2024

Nov 14, 2024
SELL
$53.13 - $54.36 $10,626 - $10,872
-200 Reduced 1.57%
12,535 $681,000
Q2 2024

Aug 19, 2024
BUY
$52.78 - $53.61 $10,556 - $10,722
200 Added 1.6%
12,735 $679,000
Q4 2023

Feb 28, 2024
BUY
$50.23 - $54.25 $368,437 - $397,923
7,335 Added 141.06%
12,535 $678,000
Q3 2023

Nov 22, 2023
SELL
$50.97 - $53.58 $305,463 - $321,104
-5,993 Reduced 53.54%
5,200 $265,000
Q2 2023

Aug 14, 2023
SELL
$52.46 - $54.12 $462,015 - $476,634
-8,807 Reduced 44.04%
11,193 $596,000
Q1 2023

Jun 05, 2023
BUY
$52.16 - $53.82 $1.04 Million - $1.08 Million
20,000 New
20,000 $1.07 Million
Q4 2022

Jun 12, 2023
SELL
$50.1 - $52.99 $486,721 - $514,797
-9,715 Reduced 48.58%
10,285 $538,000
Q2 2022

Aug 11, 2022
SELL
$51.67 - $54.44 $171,234 - $180,414
-3,314 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$54.36 - $57.92 $180,149 - $191,946
3,314 New
3,314 $181,000
Q1 2021

May 17, 2021
SELL
$57.41 - $58.66 $132,846 - $135,739
-2,314 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$57.01 - $58.31 $131,921 - $134,929
2,314 New
2,314 $135,000

Others Institutions Holding NYF

# of Institutions
195
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES NEW YORK MUNI BOND ETF

NYF Quotes by TradingView
  • Ticker NYF
  • Sector ETFs
  • Industry ETFs
More about NYF
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