Latest Institutional Transactions on Ishares New York Muni Bond ETF (NYF)
This table provides information on the latest institutional transactions involving Ishares New York Muni Bond ETF (NYF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.29K+ 77.5% |
$175K - $179K
|
7.53K
$403K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.32K+ 24.2% |
$389K - $398K
|
37.6K
$2.01M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 2.08% |
$7.97K - $8.15K
|
7.05K
$377K
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.66K+ 6.94% |
$300K - $307K
|
87.1K
$4.66M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 15.62% |
$170K - $174K
|
17.3K
$925K
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.07K+ 5.33% |
$110K - $112K
|
40.9K
$2.19M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$53.1 - $54.4
|
2.22K
$119K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
136+ 0.69% |
$7.23K - $7.39K
|
19.7K
$1.05M
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
850+ 8.33% |
$45.2K - $46.2K
|
11.1K
$591K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-881- 8.75% |
$46.8K - $47.9K
|
9.18K
$491K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
36+ 0.46% |
$1.91K - $1.96K
|
7.9K
$422K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 7.23% |
$76.9K - $78.7K
|
18.6K
$992K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
146+ 0.48% |
$7.76K - $7.94K
|
30.3K
$1.62M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.96K+ 8.85% |
$210K - $215K
|
48.7K
$2.6M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.2K+ 69.84% |
$916K - $937K
|
41.9K
$2.24M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6- 0.04% |
$319 - $326
|
16.9K
$905K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 22.72% |
$753K - $771K
|
48.2K
$2.58M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49+ 0.7% |
$2.6K - $2.66K
|
7.06K
$377K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.38% |
$1.28K - $1.3K
|
6.39K
$341K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
378+ 7.44% |
$20.1K - $20.5K
|
5.46K
$292K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.96K+ 9.91% |
$104K - $107K
|
21.8K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.15KNew |
$327K - $334K
|
6.15K
$329K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-529- 4.9% |
$28.1K - $28.8K
|
10.3K
$549K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.5K+ 20.91% |
$186K - $190K
|
20.3K
$1.08M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
12.4KNew |
$656K - $672K
|
12.4K
$660K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-935- 0.57% |
$49.7K - $50.8K
|
164K
$8.75M
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
39+ 0.18% |
$2.07K - $2.12K
|
21.1K
$1.13M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 0.69% |
$1.38K - $1.41K
|
3.8K
$203K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.55K- 13.59% |
$189K - $193K
|
22.6K
$1.21M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
627+ 1.57% |
$33.3K - $34.1K
|
40.5K
$2.16M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
31+ 0.24% |
$1.65K - $1.69K
|
13.1K
$701K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-805- 6.4% |
$42.8K - $43.8K
|
11.8K
$629K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.59K+ 45.66% |
$456K - $467K
|
27.4K
$1.46M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-314- 0.67% |
$16.7K - $17.1K
|
46.4K
$2.48M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.9K+ 17.96% |
$2.38M - $2.44M
|
295K
$15.7M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 50.0% |
$106K - $109K
|
6K
$321K
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$319 - $326
|
6.37K
$341K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.72KNew |
$198K - $202K
|
3.72K
$199K
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 4.4% |
$305K - $312K
|
136K
$7.27M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.04% |
$159 - $163
|
8.39K
$449K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-956- 11.85% |
$50.8K - $52K
|
7.11K
$380K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
44+ 0.27% |
$2.34K - $2.39K
|
16.2K
$863K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.95K+ 2.19% |
$525K - $533K
|
465K
$24.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.84K+ 6.66% |
$308K - $313K
|
93.6K
$5M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
200+ 1.6% |
$10.6K - $10.7K
|
12.7K
$681K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
326+ 4.21% |
$17.2K - $17.5K
|
8.08K
$432K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 10.96% |
$605K - $614K
|
93.1K
$4.98M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.7K- 3.08% |
$775K - $788K
|
463K
$24.7M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-473- 8.6% |
$25K - $25.4K
|
5.03K
$269K
|