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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
406+ 3.33% |
$21.8K - $22K
|
12.6K
$673K
|
|
| Q4 2023 | |||||||
|
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
|
|
|
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
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.8KNew |
$241K - $260K
|
4.8K
$257K
|
|
|
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 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
3.8KNew |
$191K - $206K
|
3.8K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
853New |
$42.8K - $46.3K
|
853
$45.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
526+ 6.08% |
$26.4K - $28.5K
|
9.18K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$25.1K - $27.1K
|
500
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
408New |
$20.5K - $22.1K
|
408
$21.8K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
89+ 2.11% |
$4.47K - $4.83K
|
4.3K
$230K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$2.11K - $2.28K
|
42
$2.24K
|
|
| 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 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.34K+ 82.35% |
$374K - $393K
|
16.2K
$869K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
861+ 64.06% |
$43.9K - $46.1K
|
2.21K
$118K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
500+ 8.77% |
$25.5K - $26.8K
|
6.2K
$331K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.17KNew |
$376K - $388K
|
7.17K
$383K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.1K+ 8.1% |
$215K - $222K
|
54.7K
$2.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.8KNew |
$147K - $152K
|
2.8K
$150K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
325+ 5.12% |
$17K - $17.6K
|
6.68K
$357K
|
|
| Q1 2023 | |||||||
|
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
|
|
|
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
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
424+ 40.23% |
$22.1K - $22.8K
|
1.48K
$79K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15+ 0.23% |
$782 - $807
|
6.6K
$353K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$836K - $884K
|
16.7K
$892K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.9KNew |
$695K - $735K
|
13.9K
$741K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.6KNew |
$580K - $613K
|
11.6K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.67KNew |
$134K - $141K
|
2.67K
$143K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.48KNew |
$73.9K - $78.2K
|
1.48K
$78.9K
|
|
|
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
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$1.5K - $1.59K
|
4.06K
$217K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37.6KNew |
$1.9M - $2.03M
|
37.6K
$2.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
7.61KNew |
$384K - $410K
|
7.61K
$407K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.82KNew |
$294K - $313K
|
5.82K
$311K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.22KNew |
$213K - $227K
|
4.22K
$226K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$101K - $108K
|
2K
$107K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
1.08K+ 23.73% |
$54.4K - $58K
|
5.62K
$300K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
590+ 33.79% |
$29.8K - $31.8K
|
2.34K
$125K
|
|
|
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 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$2.02K - $2.15K
|
40
$2.14K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5.64KNew |
$292K - $307K
|
5.64K
$302K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.85KNew |
$199K - $209K
|
3.85K
$206K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 7.13% |
$25.8K - $27.2K
|
7.51K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260New |
$13.4K - $14.2K
|
260
$13.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
209+ 3.95% |
$10.8K - $11.4K
|
5.51K
$294K
|
|