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 |
|---|---|---|---|---|---|---|---|
|
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
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$57.6 - $58.1
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-343- 7.45% |
$19.7K - $19.9K
|
4.26K
$228K
|
|
|
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
|
|
| Q2 2021 | |||||||
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3KNew |
$74.6K - $75.9K
|
1.3K
$69.3K
|
|
|
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
$1.98M
|
|
|
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
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-434Closed |
$24.9K - $25.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-290Closed |
$16.6K - $17K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-774Closed |
$44.4K - $45.4K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.32KClosed |
$190K - $195K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-65Closed |
$3.73K - $3.81K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1KClosed |
$57K - $58.3K
|
0
$0
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.16KNew |
$237K - $243K
|
4.16K
$223K
|
|
|
Feb 12, 2021
Q4 2020
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.5KClosed |
$200K - $204K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$88.4K - $90.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-4.32KClosed |
$246K - $252K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1KClosed |
$57K - $58.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-11.6KClosed |
$667K - $677K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5.34KClosed |
$306K - $311K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Apr 19, 2024
Q2 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.52KClosed |
$302K - $317K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-154- 2.05% |
$8.43K - $8.86K
|
7.37K
$394K
|
|
|
Aug 12, 2020
Q2 2020
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-6.6KClosed |
$361K - $380K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.18KClosed |
$229K - $241K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.2KClosed |
$285K - $299K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7.01KClosed |
$384K - $403K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.13KClosed |
$390K - $410K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143Closed |
$7.83K - $8.23K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
SELL
|
- |
-3.76KClosed |
$206K - $217K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.63KClosed |
$82.8K - $95.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.2KClosed |
$124K - $126K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.5K+ 30.97% |
$198K - $203K
|
14.8K
$792K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-8.94KClosed |
$489K - $501K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-800Closed |
$43.8K - $44.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-26.8KClosed |
$1.43M - $1.47M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-4.46KClosed |
$239K - $244K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-75Closed |
$4.01K - $4.11K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 16, 2018
Q3 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.82KClosed |
$424K - $429K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Sep 25, 2018
Q1 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-200Closed |
$10.9K - $11.1K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$55.3 - $56.2
|
2
$107
|
|
|
Feb 06, 2018
Q4 2017
|
Fusion Family Wealth LLC
|
SELL
|
- |
-46Closed |
$2.54K - $2.59K
|
0
$0
|
|