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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-350- 3.48% |
$18K - $18.6K
|
9.7K
$505K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.31K+ 25.77% |
$324K - $335K
|
30.8K
$1.6M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.58KNew |
$491K - $508K
|
9.58K
$498K
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-565- 9.45% |
$29K - $30K
|
5.41K
$282K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22.5K+ 82.18% |
$1.15M - $1.19M
|
49.8K
$2.59M
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.04K+ 8.29% |
$105K - $108K
|
26.7K
$1.39M
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.35K+ 8.37% |
$69.3K - $71.7K
|
17.5K
$911K
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.48KNew |
$230K - $238K
|
4.48K
$233K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-445- 6.53% |
$22.8K - $23.6K
|
6.37K
$331K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-242- 3.3% |
$12.4K - $12.8K
|
7.09K
$369K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.05% |
$205 - $212
|
7.42K
$386K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
889+ 20.5% |
$45.6K - $47.2K
|
5.23K
$272K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.77K+ 35.99% |
$450K - $465K
|
33.1K
$1.72M
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.13K+ 11.6% |
$212K - $219K
|
39.8K
$2.07M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.08K- 9.38% |
$312K - $322K
|
58.7K
$3.06M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
421+ 2.69% |
$21.6K - $22.3K
|
16.1K
$837K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-216- 2.54% |
$11.1K - $11.5K
|
8.29K
$431K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
52+ 1.21% |
$2.67K - $2.76K
|
4.35K
$226K
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.48K+ 22.43% |
$230K - $238K
|
24.4K
$1.27M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.19K+ 8.62% |
$61.2K - $63.3K
|
15K
$782K
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-5.29K- 25.43% |
$271K - $281K
|
15.5K
$807K
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.4K- 3.26% |
$225K - $233K
|
131K
$6.8M
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
101+ 0.74% |
$5.18K - $5.36K
|
13.8K
$715K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 0.09% |
$2.1K - $2.18K
|
46.7K
$2.43M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.02K- 6.94% |
$52.1K - $53.9K
|
13.6K
$708K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-34.5K- 10.54% |
$1.77M - $1.83M
|
293K
$15.2M
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32.4K+ 5.09% |
$1.66M - $1.72M
|
668K
$34.8M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
4.76KNew |
$244K - $253K
|
4.76K
$248K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
5.63KNew |
$289K - $299K
|
5.63K
$293K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
528+ 8.29% |
$27.1K - $28K
|
6.9K
$359K
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.42KNew |
$336K - $346K
|
6.42K
$334K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-133K- 99.02% |
$6.94M - $7.15M
|
1.32K
$68.5K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 19.35% |
$62.8K - $64.7K
|
5K
$260K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.78K+ 39.99% |
$145K - $150K
|
9.72K
$505K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.36K+ 1.68% |
$437K - $451K
|
506K
$26.3M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.72K+ 1.57% |
$456K - $470K
|
564K
$29.3M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.1K+ 48.52% |
$215K - $221K
|
12.6K
$653K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25+ 0.49% |
$1.31K - $1.35K
|
5.15K
$268K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 5.6% |
$525K - $541K
|
169K
$8.81M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
585+ 2.04% |
$30.6K - $31.5K
|
29.2K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 2.84% |
$305K - $314K
|
211K
$11M
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.88K+ 55.99% |
$308K - $317K
|
16.4K
$852K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.12K+ 3.75% |
$163K - $168K
|
86.3K
$4.49M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.85K+ 23.21% |
$515K - $531K
|
52.3K
$2.72M
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 0.48% |
$2.2K - $2.26K
|
8.86K
$461K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.06% |
$157 - $162
|
4.8K
$250K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.47K- 15.55% |
$129K - $133K
|
13.4K
$699K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.2K- 23.02% |
$272K - $280K
|
17.4K
$904K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.79K- 6.56% |
$355K - $366K
|
96.7K
$5.03M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 16.97% |
$64.2K - $66.1K
|
6K
$312K
|