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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-7.73K- 47.79% |
$409K - $420K
|
8.45K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.21KNew |
$223K - $229K
|
4.21K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
57+ 1.03% |
$3.01K - $3.1K
|
5.57K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 7.99% |
$21.1K - $21.7K
|
4.61K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 41.67% |
$1.06K - $1.09K
|
28
$1.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$52.9 - $54.3
|
2.22K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
312New |
$16.5K - $17K
|
312
$16.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$52.9 - $54.3
|
1
$52
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11.4KNew |
$602K - $619K
|
11.4K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-150- 6.92% |
$7.93K - $8.15K
|
2.02K
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 5.68% |
$2.22K - $2.28K
|
697
$36.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11KNew |
$583K - $599K
|
11K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
729+ 1.5% |
$38.5K - $39.6K
|
49.4K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27KNew |
$67.2K - $69.1K
|
1.27K
$66.1K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
40+ 0.73% |
$2.11K - $2.17K
|
5.5K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4KNew |
$211K - $217K
|
4K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.6K+ 41.67% |
$138K - $141K
|
8.85K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
41+ 0.25% |
$2.17K - $2.23K
|
16.2K
$842K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.89K- 6.43% |
$99.9K - $103K
|
27.5K
$1.43M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-200- 1.57% |
$10.6K - $10.9K
|
12.5K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-321- 6.18% |
$17.1K - $17.4K
|
4.87K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
581+ 9.4% |
$30.9K - $31.6K
|
6.76K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
166New |
$8.82K - $9.02K
|
166
$8.64K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-100- 0.68% |
$5.31K - $5.44K
|
14.6K
$757K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$1.81K - $1.85K
|
34
$1.77K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.91KNew |
$208K - $212K
|
3.91K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.57K+ 22.47% |
$83.5K - $85.4K
|
8.56K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 2.08% |
$7.97K - $8.15K
|
7.05K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.38% |
$1.28K - $1.3K
|
6.39K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49+ 0.7% |
$2.6K - $2.66K
|
7.06K
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.15KNew |
$327K - $334K
|
6.15K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.72KNew |
$198K - $202K
|
3.72K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 50.0% |
$106K - $109K
|
6K
$312K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.74% |
$686 - $697
|
1.77K
$91.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$2.64K - $2.68K
|
50
$2.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 22.38% |
$97.6K - $99.1K
|
10.1K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.1KNew |
$1.48M - $1.51M
|
28.1K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252New |
$13.3K - $13.5K
|
252
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47New |
$2.48K - $2.52K
|
47
$2.44K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
396New |
$20.9K - $21.2K
|
396
$20.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.66% |
$106 - $107
|
307
$16K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$147K - $149K
|
2.78K
$145K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4KNew |
$211K - $214K
|
4K
$208K
|
|
| 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
$955K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 12.37% |
$135K - $137K
|
22.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$219K - $222K
|
4.09K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$156K - $157K
|
2.9K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.2K- 63.19% |
$921K - $932K
|
10K
$520K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.02KNew |
$215K - $218K
|
4.02K
$209K
|
|