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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
90+ 0.75% |
$4.89K - $5.21K
|
12.1K
$649K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44+ 0.58% |
$2.39K - $2.55K
|
7.57K
$405K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19+ 0.29% |
$1.03K - $1.1K
|
6.55K
$350K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16+ 0.29% |
$870 - $927
|
5.6K
$299K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$652 - $695
|
3.99K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
12+ 1.05% |
$652 - $695
|
1.15K
$61.6K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11+ 0.2% |
$598 - $637
|
5.55K
$297K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.3% |
$272 - $290
|
1.68K
$89.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5+ 0.05% |
$272 - $290
|
11.1K
$593K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
4+ 0.32% |
$217 - $232
|
1.24K
$66.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$163 - $174
|
1.04K
$55.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7- 0.04% |
$381 - $405
|
16.4K
$878K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-34- 4.21% |
$1.85K - $1.97K
|
774
$41.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-47- 1.04% |
$2.55K - $2.72K
|
4.47K
$239K
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-70- 6.96% |
$3.81K - $4.05K
|
936
$50K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-154- 1.56% |
$8.37K - $8.92K
|
9.73K
$520K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-177- 3.89% |
$9.62K - $10.3K
|
4.38K
$234K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-341- 4.11% |
$18.5K - $19.8K
|
7.95K
$425K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-369- 2.32% |
$20.1K - $21.4K
|
15.5K
$830K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500- 4.76% |
$27.2K - $29K
|
10K
$535K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-564- 8.87% |
$30.7K - $32.7K
|
5.8K
$310K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-783- 12.88% |
$42.6K - $45.4K
|
5.3K
$283K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-798- 4.3% |
$43.4K - $46.2K
|
17.8K
$950K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-875- 16.94% |
$47.6K - $50.7K
|
4.29K
$229K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 4.11% |
$62.3K - $66.4K
|
26.7K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.67K- 11.06% |
$90.5K - $96.4K
|
13.4K
$716K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 16.69% |
$94.5K - $101K
|
8.68K
$464K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.9K- 7.1% |
$103K - $110K
|
24.9K
$1.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 31.28% |
$125K - $133K
|
5.05K
$270K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.34K- 3.39% |
$127K - $135K
|
66.5K
$3.56M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.53K- 33.86% |
$137K - $146K
|
4.94K
$264K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.82K- 23.12% |
$153K - $163K
|
9.37K
$501K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.44K- 66.29% |
$187K - $199K
|
1.75K
$93.5K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.62K- 7.58% |
$197K - $210K
|
44.2K
$2.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.77KClosed |
$205K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.91K- 3.93% |
$212K - $226K
|
95.6K
$5.11M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.93KClosed |
$213K - $227K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.59KClosed |
$249K - $266K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.67KClosed |
$308K - $328K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-6.92KClosed |
$376K - $401K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.11KClosed |
$387K - $412K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-7.87K- 37.96% |
$428K - $456K
|
12.9K
$688K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.85K- 10.26% |
$481K - $513K
|
77.4K
$4.14M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-11.8K- 99.27% |
$642K - $684K
|
87
$4.65K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.1K- 41.41% |
$659K - $702K
|
17.1K
$916K
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-18.5KClosed |
$1M - $1.07M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-26.1K- 63.75% |
$1.42M - $1.51M
|
14.9K
$794K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.3KClosed |
$1.87M - $1.99M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-38.4KClosed |
$2.09M - $2.22M
|
0
$0
|