Latest Institutional Purchases of Ishares New York Muni Bond ETF (NYF)
This list provides information on the latest institutional transactions involving Ishares New York Muni Bond ETF (NYF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.2K+ 40.77% |
$327K - $333K
|
21.4K
$1.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.84K+ 6.66% |
$308K - $313K
|
93.6K
$5M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.19K+ 4.08% |
$274K - $278K
|
133K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.04KNew |
$266K - $270K
|
5.04K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.97KNew |
$262K - $267K
|
4.97K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.91KNew |
$259K - $263K
|
4.91K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.87K+ 9.35% |
$257K - $261K
|
56.9K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.33K+ 61.38% |
$229K - $232K
|
11.4K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.09K+ 22.74% |
$216K - $219K
|
22.1K
$1.18M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4KNew |
$211K - $214K
|
4K
$214K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 3.35% |
$177K - $180K
|
104K
$5.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
2.79K+ 2.91% |
$147K - $149K
|
98.6K
$5.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$147K - $149K
|
2.78K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.39K+ 95.49% |
$126K - $128K
|
4.9K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.25KNew |
$119K - $121K
|
2.25K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 3.03% |
$118K - $119K
|
75.8K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 22.38% |
$97.6K - $99.1K
|
10.1K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500+ 4.21% |
$26.4K - $26.8K
|
12.4K
$662K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
396New |
$20.9K - $21.2K
|
396
$21.2K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
326+ 4.21% |
$17.2K - $17.5K
|
8.08K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252New |
$13.3K - $13.5K
|
252
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 3.79% |
$11.3K - $11.5K
|
5.88K
$314K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
200+ 1.6% |
$10.6K - $10.7K
|
12.7K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
150+ 2.97% |
$7.92K - $8.04K
|
5.2K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
140+ 1.24% |
$7.39K - $7.51K
|
11.4K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
99+ 1.69% |
$5.23K - $5.31K
|
5.95K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
93+ 0.69% |
$4.91K - $4.99K
|
13.6K
$727K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
78+ 1.2% |
$4.12K - $4.18K
|
6.55K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
75+ 0.77% |
$3.96K - $4.02K
|
9.81K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
58+ 0.69% |
$3.06K - $3.11K
|
8.53K
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47New |
$2.48K - $2.52K
|
47
$2.51K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.39% |
$2.27K - $2.31K
|
11K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
42+ 0.2% |
$2.22K - $2.25K
|
20.6K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 39.58% |
$1K - $1.02K
|
67
$3.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.65% |
$739 - $751
|
2.18K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.74% |
$686 - $697
|
1.77K
$94.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.66% |
$106 - $107
|
307
$16.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
59.2KNew |
$3.18M - $3.21M
|
59.2K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4KNew |
$984K - $996K
|
18.4K
$981K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$563K - $570K
|
10.5K
$561K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.25KNew |
$442K - $448K
|
8.25K
$441K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$309K - $312K
|
5.76K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$219K - $222K
|
4.09K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.02KNew |
$215K - $218K
|
4.02K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 54.02% |
$173K - $175K
|
9.22K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$156K - $157K
|
2.9K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 12.37% |
$135K - $137K
|
22.9K
$1.22M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.86K+ 42.4% |
$99.8K - $101K
|
6.25K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.58K+ 101.8% |
$84.7K - $85.8K
|
3.13K
$167K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.45K+ 12.69% |
$77.8K - $78.8K
|
12.9K
$689K
|
|