Independent Wealth Network Inc. Ishares New York Muni Bond ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,517 shares of NYF stock, worth $402,760. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,517

Previous 10,262 26.75%

Holding current value

$402,760

Previous $557,000 28.19%

% of portfolio

0.17%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$52.85 - $54.34 $145,073 - $149,163	-2,745 Reduced 26.75%	7,517 $400,000
Q3 2024 Oct 15, 2024	SELL	$53.13 - $54.36 $28,105 - $28,756	-529 Reduced 4.9%	10,262 $557,000
Q2 2024 Jul 18, 2024	BUY	$52.78 - $53.61 $2,427 - $2,466	46 Added 0.43%	10,791 $576,000
Q1 2024 May 20, 2024	BUY	$53.63 - $54.28 $576,254 - $583,238	10,745 New	10,745 $578,000
Q4 2023 Jan 12, 2024	BUY	$50.23 - $54.25 $4,319 - $4,665	86 Added 0.81%	10,664 $576,000
Q3 2023 Oct 11, 2023	BUY	$50.97 - $53.58 $2,956 - $3,107	58 Added 0.55%	10,578 $539,000
Q2 2023 Jul 12, 2023	BUY	$52.46 - $54.12 $24,970 - $25,761	476 Added 4.74%	10,520 $560,000
Q1 2023 Apr 18, 2023	BUY	$52.16 - $53.82 $33,330 - $34,390	639 Added 6.79%	10,044 $537,000
Q4 2022 Jan 25, 2023	BUY	$50.1 - $52.99 $31,563 - $33,383	630 Added 7.18%	9,405 $0
Q3 2022 Oct 17, 2022	BUY	$50.53 - $53.83 $7,680 - $8,182	152 Added 1.76%	8,775 $444,000
Q2 2022 Jul 26, 2022	BUY	$51.67 - $54.44 $29,813 - $31,411	577 Added 7.17%	8,623 $454,000
Q1 2022 Apr 20, 2022	BUY	$54.36 - $57.92 $13,644 - $14,537	251 Added 3.22%	8,046 $439,000
Q4 2021 Feb 10, 2022	BUY	$57.55 - $58.07 $9,035 - $9,116	157 Added 2.06%	7,795 $452,000
Q3 2021 Nov 04, 2021	BUY	$57.86 - $58.78 $441,934 - $448,961	7,638 New	7,638 $441,000

Others Institutions Holding NYF

# of Institutions

163

Shares Held

8.25M

Call Options Held

Put Options Held

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About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Ishares New York Muni Bond ETF Transaction History