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 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
3.8KNew |
$191K - $206K
|
3.8K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.28KNew |
$315K - $341K
|
6.28K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4.93KNew |
$247K - $267K
|
4.93K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4KNew |
$201K - $217K
|
4K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.92KNew |
$197K - $212K
|
3.92K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
853New |
$42.8K - $46.3K
|
853
$45.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
408New |
$20.5K - $22.1K
|
408
$21.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.8KNew |
$241K - $260K
|
4.8K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
104KNew |
$5.23M - $5.64M
|
104K
$5.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$844K - $912K
|
16.8K
$898K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.21KClosed |
$211K - $228K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
89+ 2.11% |
$4.47K - $4.83K
|
4.3K
$230K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15.5K- 67.84% |
$777K - $840K
|
7.34K
$392K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$1.18M - $1.24M
|
23.2K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-244- 5.17% |
$12.4K - $13.1K
|
4.47K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
861+ 64.06% |
$43.9K - $46.1K
|
2.21K
$118K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.34K+ 82.35% |
$374K - $393K
|
16.2K
$869K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
500+ 8.77% |
$25.5K - $26.8K
|
6.2K
$331K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.8KNew |
$147K - $152K
|
2.8K
$150K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 31.97% |
$57.3K - $59.2K
|
2.33K
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.1K+ 8.1% |
$215K - $222K
|
54.7K
$2.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.17KNew |
$376K - $388K
|
7.17K
$383K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
325+ 5.12% |
$17K - $17.6K
|
6.68K
$357K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.52KNew |
$392K - $405K
|
7.52K
$402K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
6.31K+ 150.9% |
$329K - $340K
|
10.5K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15+ 0.23% |
$782 - $807
|
6.6K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-325- 7.28% |
$17K - $17.5K
|
4.14K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-664- 85.79% |
$34.6K - $35.7K
|
110
$5.88K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 0.35% |
$1.3K - $1.35K
|
7.2K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.6KNew |
$1.33M - $1.38M
|
25.6K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.42K- 14.32% |
$74.1K - $76.4K
|
8.5K
$454K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12.3K- 94.2% |
$643K - $663K
|
758
$40.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
424+ 40.23% |
$22.1K - $22.8K
|
1.48K
$79K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
301New |
$15.1K - $15.9K
|
301
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
242New |
$12.1K - $12.8K
|
242
$12.9K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.9KNew |
$695K - $735K
|
13.9K
$741K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.67KNew |
$134K - $141K
|
2.67K
$143K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.6KNew |
$580K - $613K
|
11.6K
$618K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.48KNew |
$73.9K - $78.2K
|
1.48K
$78.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-7.03K- 28.06% |
$352K - $373K
|
18K
$964K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$836K - $884K
|
16.7K
$892K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$1.5K - $1.59K
|
4.06K
$217K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.68KClosed |
$439K - $467K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$2.02K - $2.15K
|
40
$2.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
70+ 0.25% |
$3.54K - $3.77K
|
28.3K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$101K - $108K
|
2K
$107K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37.6KNew |
$1.9M - $2.03M
|
37.6K
$2.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
590+ 33.79% |
$29.8K - $31.8K
|
2.34K
$125K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.22KNew |
$213K - $227K
|
4.22K
$226K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
7.61KNew |
$384K - $410K
|
7.61K
$407K
|
|