Level Financial Advisors, Inc. Ishares New York Muni Bond ETF Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

A detailed history of Level Financial Advisors, Inc. transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 39,878 shares of NYF stock, worth $2.15 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

39,878

Previous 39,745 0.33%

Holding current value

$2.15 Million

Previous $2.14 Million 0.42%

% of portfolio

0.98%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$52.78 - $53.61 $7,019 - $7,130	133 Added 0.33%	39,878 $2.13 Million
Q1 2024 Apr 19, 2024	SELL	$53.63 - $54.28 $432,901 - $438,148	-8,072 Reduced 16.88%	39,745 $2.14 Million
Q4 2023 Jan 22, 2024	BUY	$50.23 - $54.25 $872,746 - $942,593	17,375 Added 57.08%	47,817 $2.59 Million
Q3 2023 Oct 18, 2023	BUY	$50.97 - $53.58 $369,124 - $388,026	7,242 Added 31.22%	30,442 $1.55 Million
Q1 2023 Apr 10, 2023	SELL	$52.16 - $53.82 $42,719 - $44,078	-819 Reduced 3.41%	23,200 $1.24 Million
Q4 2022 Jan 23, 2023	BUY	$50.1 - $52.99 $517,382 - $547,227	10,327 Added 75.42%	24,019 $0
Q3 2022 Oct 18, 2022	BUY	$50.53 - $53.83 $551,029 - $587,016	10,905 Added 391.28%	13,692 $693,000
Q2 2022 Aug 10, 2022	BUY	$51.67 - $54.44 $144,004 - $151,724	2,787 New	2,787 $147,000

Others Institutions Holding NYF

# of Institutions

158

Shares Held

7.49M

Call Options Held

Put Options Held

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About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

More about NYF

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Level Financial Advisors, Inc. Ishares New York Muni Bond ETF Transaction History