Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12.3K- 94.2% |
$643K - $663K
|
758
$40.5K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.42K- 14.32% |
$74.1K - $76.4K
|
8.5K
$454K
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-664- 85.79% |
$34.6K - $35.7K
|
110
$5.88K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-325- 7.28% |
$17K - $17.5K
|
4.14K
$221K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 0.35% |
$1.3K - $1.35K
|
7.2K
$385K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-7.03K- 28.06% |
$352K - $373K
|
18K
$964K
|
|
Q3 2022 | |||||||
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.68KClosed |
$439K - $467K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.22K- 7.13% |
$61.7K - $65.7K
|
15.9K
$850K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.71KClosed |
$502K - $529K
|
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 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.6KClosed |
$289K - $305K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.56KClosed |
$287K - $303K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.9K- 6.21% |
$201K - $212K
|
58.9K
$3.15M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3.75KClosed |
$194K - $204K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.62K- 61.06% |
$135K - $143K
|
1.67K
$89.3K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.75KClosed |
$90.4K - $95.3K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.24KClosed |
$64K - $67.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-958Closed |
$49.5K - $52.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-936Closed |
$48.4K - $51K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-775- 23.66% |
$40K - $42.2K
|
2.5K
$134K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-663Closed |
$34.3K - $36.1K
|
0
$0
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-125KClosed |
$6.82M - $7.26M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.59KClosed |
$249K - $266K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.93KClosed |
$213K - $227K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.77KClosed |
$205K - $219K
|
0
$0
|
|
Q4 2021 | |||||||
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
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.8KClosed |
$161K - $163K
|
0
$0
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 21.88% |
$57.6K - $58.1K
|
3.57K
$191K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-445Closed |
$25.6K - $25.8K
|
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
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$57.6 - $58.1
|
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 10, 2021
Q2 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-8.46KClosed |
$488K - $496K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-3.85KClosed |
$222K - $226K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.69KClosed |
$155K - $158K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.68KClosed |
$154K - $157K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$993K - $1.01M
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$653K - $668K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.32KClosed |
$190K - $195K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-774Closed |
$44.4K - $45.4K
|
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 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-65Closed |
$3.73K - $3.81K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-4.32KClosed |
$246K - $252K
|
0
$0
|
|
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 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1KClosed |
$57K - $58.3K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1KClosed |
$57K - $58.3K
|
0
$0
|