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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.82KNew |
$294K - $313K
|
5.82K
$311K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
1.08K+ 23.73% |
$54.4K - $58K
|
5.62K
$300K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.22K- 7.13% |
$61.7K - $65.7K
|
15.9K
$850K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-936Closed |
$48.4K - $51K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.6KClosed |
$289K - $305K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260New |
$13.4K - $14.2K
|
260
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-958Closed |
$49.5K - $52.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.74KClosed |
$400K - $421K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.1KClosed |
$315K - $332K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5.64KNew |
$292K - $307K
|
5.64K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-663Closed |
$34.3K - $36.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.56KClosed |
$287K - $303K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
209+ 3.95% |
$10.8K - $11.4K
|
5.51K
$294K
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.71KClosed |
$502K - $529K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.62K- 61.06% |
$135K - $143K
|
1.67K
$89.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.24KClosed |
$64K - $67.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.75KClosed |
$90.4K - $95.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-775- 23.66% |
$40K - $42.2K
|
2.5K
$134K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 7.13% |
$25.8K - $27.2K
|
7.51K
$401K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3.75KClosed |
$194K - $204K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.85KNew |
$199K - $209K
|
3.85K
$206K
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.9K- 6.21% |
$201K - $212K
|
58.9K
$3.15M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
12+ 1.05% |
$652 - $695
|
1.15K
$61.6K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5KNew |
$272K - $290K
|
5K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
200+ 10.15% |
$10.9K - $11.6K
|
2.17K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.93KClosed |
$213K - $227K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-125KClosed |
$6.82M - $7.26M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
276New |
$15K - $16K
|
276
$14.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.77KClosed |
$205K - $219K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.59KClosed |
$249K - $266K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 21.88% |
$57.6K - $58.1K
|
3.57K
$191K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.26KNew |
$418K - $422K
|
7.26K
$388K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-343- 7.45% |
$19.7K - $19.9K
|
4.26K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$57.6 - $58.1
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-445Closed |
$25.6K - $25.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.8KClosed |
$161K - $163K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$402K - $406K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.2KClosed |
$357K - $360K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-400Closed |
$23.1K - $23.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3KNew |
$74.6K - $75.9K
|
1.3K
$69.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.69KClosed |
$155K - $158K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
36.9KNew |
$2.13M - $2.17M
|
36.9K
$1.97M
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-3.85KClosed |
$222K - $226K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-8.46KClosed |
$488K - $496K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.68KClosed |
$154K - $157K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$653K - $668K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$993K - $1.01M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-290Closed |
$16.6K - $17K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-434Closed |
$24.9K - $25.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-774Closed |
$44.4K - $45.4K
|
0
$0
|
|