Goal Vest Advisory LLC Ishares New York Muni Bond ETF Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$57.41 - $58.66 $16,648 - $17,011	-290 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$57.01 - $58.31 $16,532 - $16,909	290 New	290 $17,000

Others Institutions Holding NYF

# of Institutions

157

Shares Held

7.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

759K
Shares

$40.6 Million
0.13% of portfolio
Hsbc Holdings PLC London, X0

485K
Shares

$25.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

465K
Shares

$24.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$24.7 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

410K
Shares

$21.9 Million
0.03% of portfolio

About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

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