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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4KNew |
$984K - $996K
|
18.4K
$985K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$563K - $570K
|
10.5K
$564K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.25KNew |
$442K - $448K
|
8.25K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$309K - $312K
|
5.76K
$309K
|
|
|
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
$216K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$156K - $157K
|
2.9K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 12.37% |
$135K - $137K
|
22.9K
$1.23M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.86K+ 42.4% |
$99.8K - $101K
|
6.25K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.58K+ 101.8% |
$84.7K - $85.8K
|
3.13K
$168K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.45K+ 12.69% |
$77.8K - $78.8K
|
12.9K
$692K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
406+ 3.33% |
$21.8K - $22K
|
12.6K
$675K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
104KNew |
$5.23M - $5.64M
|
104K
$5.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$844K - $912K
|
16.8K
$902K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.28KNew |
$315K - $341K
|
6.28K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4.93KNew |
$247K - $267K
|
4.93K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.8KNew |
$241K - $260K
|
4.8K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4KNew |
$201K - $217K
|
4K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.92KNew |
$197K - $212K
|
3.92K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
3.8KNew |
$191K - $206K
|
3.8K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
853New |
$42.8K - $46.3K
|
853
$45.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
526+ 6.08% |
$26.4K - $28.5K
|
9.18K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$25.1K - $27.1K
|
500
$26.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
408New |
$20.5K - $22.1K
|
408
$21.9K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
89+ 2.11% |
$4.47K - $4.83K
|
4.3K
$231K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$2.11K - $2.28K
|
42
$2.25K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$1.18M - $1.24M
|
23.2K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.34K+ 82.35% |
$374K - $393K
|
16.2K
$872K
|
|
|
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
$333K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.17KNew |
$376K - $388K
|
7.17K
$385K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.1K+ 8.1% |
$215K - $222K
|
54.7K
$2.93M
|
|
|
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
$358K
|
|
| 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
$404K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
424+ 40.23% |
$22.1K - $22.8K
|
1.48K
$79.3K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15+ 0.23% |
$782 - $807
|
6.6K
$354K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$836K - $884K
|
16.7K
$895K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.9KNew |
$695K - $735K
|
13.9K
$744K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.6KNew |
$580K - $613K
|
11.6K
$621K
|
|
|
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
$79.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
301New |
$15.1K - $15.9K
|
301
$16.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
242New |
$12.1K - $12.8K
|
242
$13K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$1.5K - $1.59K
|
4.06K
$218K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37.6KNew |
$1.9M - $2.03M
|
37.6K
$2.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
7.61KNew |
$384K - $410K
|
7.61K
$408K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.82KNew |
$294K - $313K
|
5.82K
$312K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.22KNew |
$213K - $227K
|
4.22K
$226K
|
|