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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 3.35% |
$177K - $180K
|
104K
$5.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-85.9K- 43.64% |
$4.54M - $4.61M
|
111K
$5.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.39% |
$2.27K - $2.31K
|
11K
$586K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.4K+ 5.92% |
$2.24M - $2.28M
|
759K
$40.6M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.53K- 13.25% |
$292K - $296K
|
36.2K
$1.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
24.5K+ 13.18% |
$1.29M - $1.31M
|
210K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
75+ 0.77% |
$3.96K - $4.02K
|
9.81K
$524K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.19K+ 4.08% |
$274K - $278K
|
133K
$7.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
178KNew |
$9.39M - $9.54M
|
178K
$9.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
2.79K+ 2.91% |
$147K - $149K
|
98.6K
$5.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-211- 0.25% |
$11.1K - $11.3K
|
83.3K
$4.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.65% |
$739 - $751
|
2.18K
$117K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.9KNew |
$839K - $852K
|
15.9K
$850K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
396New |
$20.9K - $21.2K
|
396
$21.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
42+ 0.2% |
$2.22K - $2.25K
|
20.6K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8.58K- 29.42% |
$453K - $460K
|
20.6K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.25KNew |
$119K - $121K
|
2.25K
$120K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-22.8K- 79.66% |
$1.2M - $1.22M
|
5.82K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.66% |
$106 - $107
|
307
$16.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.85K- 2.81% |
$150K - $153K
|
98.7K
$5.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$147K - $149K
|
2.78K
$148K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4KNew |
$211K - $214K
|
4K
$214K
|
|
| Q1 2024 | |||||||
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-5.64KClosed |
$303K - $306K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4KNew |
$984K - $996K
|
18.4K
$981K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.58K+ 101.8% |
$84.7K - $85.8K
|
3.13K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.16M- 95.53% |
$62.1M - $62.8M
|
54.2K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$219K - $222K
|
4.09K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 12.37% |
$135K - $137K
|
22.9K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
59.2KNew |
$3.18M - $3.21M
|
59.2K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 54.02% |
$173K - $175K
|
9.22K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$563K - $570K
|
10.5K
$561K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 11.45% |
$141K - $142K
|
20.3K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-390- 9.77% |
$20.9K - $21.2K
|
3.6K
$193K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$156K - $157K
|
2.9K
$155K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.2K- 63.19% |
$921K - $932K
|
10K
$535K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$309K - $312K
|
5.76K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-400- 2.66% |
$21.5K - $21.7K
|
14.7K
$783K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.02KNew |
$215K - $218K
|
4.02K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.86K+ 42.4% |
$99.8K - $101K
|
6.25K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
406+ 3.33% |
$21.8K - $22K
|
12.6K
$673K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.25KNew |
$442K - $448K
|
8.25K
$441K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.45K+ 12.69% |
$77.8K - $78.8K
|
12.9K
$689K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$2.11K - $2.28K
|
42
$2.24K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-110- 19.43% |
$5.53K - $5.97K
|
456
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-10.8K- 39.94% |
$541K - $584K
|
16.2K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.93K- 12.92% |
$147K - $159K
|
19.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
526+ 6.08% |
$26.4K - $28.5K
|
9.18K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.18K- 18.37% |
$59.2K - $63.9K
|
5.24K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.06K- 56.61% |
$405K - $437K
|
6.18K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$25.1K - $27.1K
|
500
$26.7K
|
|