Purchases and Sales Made in Q1 2022 in Ishares New York Muni Bond ETF (NYF)
This table provides information about the institutional ownership of Ishares New York Muni Bond ETF (NYF) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES NEW YORK MUNI BOND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
204K+ 4243.07% |
$11.1M - $11.8M
|
209K
$11.1M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
93.7KNew |
$5.09M - $5.43M
|
93.7K
$5.01M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
58.9K+ 1509.69% |
$3.2M - $3.41M
|
62.8K
$3.35M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 10.75% |
$2.81M - $2.99M
|
532K
$28.4M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.4K+ 296.04% |
$2.09M - $2.22M
|
51.4K
$2.74M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20K+ 127.48% |
$1.09M - $1.16M
|
35.6K
$1.9M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 62.74% |
$910K - $969K
|
43.4K
$2.32M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 5.18% |
$882K - $940K
|
329K
$17.6M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.8KNew |
$803K - $856K
|
14.8K
$790K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.5K+ 11.74% |
$791K - $843K
|
138K
$7.4M
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
14.3K+ 23.91% |
$778K - $829K
|
74.2K
$3.97M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 13.09% |
$696K - $742K
|
111K
$5.91M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.75K+ 3.97% |
$475K - $507K
|
229K
$12.2M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.68KNew |
$472K - $503K
|
8.68K
$464K
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.89KNew |
$429K - $457K
|
7.89K
$422K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.74KNew |
$421K - $448K
|
7.74K
$414K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.96KNew |
$378K - $403K
|
6.96K
$372K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.25K+ 1.93% |
$339K - $362K
|
329K
$17.6M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.74K+ 75.28% |
$312K - $332K
|
13.4K
$714K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5KNew |
$272K - $290K
|
5K
$267K
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.49K+ 24.76% |
$190K - $202K
|
17.6K
$940K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
3.46K+ 15.5% |
$188K - $201K
|
25.8K
$1.38M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.31KNew |
$180K - $192K
|
3.31K
$177K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.3K+ 10.88% |
$180K - $191K
|
33.7K
$1.8M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.3K+ 13.78% |
$179K - $191K
|
27.2K
$1.45M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
2.94K+ 3.89% |
$160K - $170K
|
78.5K
$4.19M
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.32K+ 6.62% |
$126K - $134K
|
37.4K
$2M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 10.38% |
$117K - $125K
|
22.9K
$1.23M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 14.73% |
$99.6K - $106K
|
14.3K
$763K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.32K+ 12.09% |
$71.5K - $76.2K
|
12.2K
$652K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3KNew |
$70.4K - $75K
|
1.3K
$69.2K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 14.9% |
$58.7K - $62.5K
|
8.32K
$445K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.05K+ 24.72% |
$56.8K - $60.5K
|
5.27K
$282K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03KNew |
$56.2K - $59.8K
|
1.03K
$55.2K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
978+ 30.81% |
$53.2K - $56.6K
|
4.15K
$222K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
958New |
$52.1K - $55.5K
|
958
$51.2K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
867+ 1.94% |
$47.1K - $50.2K
|
45.6K
$2.44M
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
763+ 3.2% |
$41.5K - $44.2K
|
24.6K
$1.32M
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
746+ 12.11% |
$40.6K - $43.2K
|
6.91K
$369K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
672+ 1.26% |
$36.5K - $38.9K
|
54.1K
$2.89M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$27.2K - $29K
|
500
$26.7K
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
479+ 2.61% |
$26K - $27.7K
|
18.8K
$1.01M
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
375+ 9.79% |
$20.4K - $21.7K
|
4.21K
$225K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
350+ 4.89% |
$19K - $20.3K
|
7.51K
$401K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
276New |
$15K - $16K
|
276
$14.8K
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
251+ 3.22% |
$13.6K - $14.5K
|
8.05K
$430K
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
201+ 0.54% |
$10.9K - $11.6K
|
37.4K
$2M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 1.04% |
$10.9K - $11.6K
|
19.4K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
200+ 10.15% |
$10.9K - $11.6K
|
2.17K
$116K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
119+ 2.19% |
$6.47K - $6.89K
|
5.56K
$297K
|