Purchases and Sales Made in Q1 2023 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 2023. 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 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
299+ 4.14% |
$15.6K - $16.1K
|
7.52K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
231+ 1.5% |
$12K - $12.4K
|
15.6K
$835K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
180+ 4.95% |
$9.39K - $9.69K
|
3.82K
$204K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
43+ 0.31% |
$2.24K - $2.31K
|
13.9K
$742K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
40+ 0.25% |
$2.09K - $2.15K
|
16.3K
$871K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22+ 0.28% |
$1.15K - $1.18K
|
7.79K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15+ 0.23% |
$782 - $807
|
6.6K
$353K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.41% |
$365 - $377
|
1.71K
$91.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.35% |
$156 - $161
|
859
$45.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 0.35% |
$1.3K - $1.35K
|
7.2K
$385K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 33.33% |
$5.22K - $5.38K
|
200
$10.7K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-183- 1.09% |
$9.55K - $9.85K
|
16.6K
$888K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-310- 4.61% |
$16.2K - $16.7K
|
6.41K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-325- 7.28% |
$17K - $17.5K
|
4.14K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-569- 2.69% |
$29.7K - $30.6K
|
20.6K
$1.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-600- 3.54% |
$31.3K - $32.3K
|
16.4K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-664- 85.79% |
$34.6K - $35.7K
|
110
$5.88K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-819- 3.41% |
$42.7K - $44.1K
|
23.2K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-828- 0.97% |
$43.2K - $44.6K
|
84.1K
$4.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-949- 3.26% |
$49.5K - $51.1K
|
28.1K
$1.5M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 90.77% |
$59.5K - $61.4K
|
116
$6.2K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.32K- 9.04% |
$68.7K - $70.9K
|
13.3K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.4K- 16.49% |
$73.1K - $75.5K
|
7.1K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.42K- 14.32% |
$74.1K - $76.4K
|
8.5K
$454K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.69K- 18.63% |
$88.2K - $91K
|
7.39K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 18.05% |
$90.1K - $92.9K
|
7.84K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.25K- 7.94% |
$170K - $175K
|
37.7K
$2.01M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.78K- 21.55% |
$249K - $257K
|
17.4K
$929K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.1K- 46.01% |
$318K - $328K
|
7.16K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.88K- 21.18% |
$359K - $370K
|
25.6K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-7.01K- 42.87% |
$366K - $377K
|
9.34K
$499K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.12K- 3.5% |
$371K - $383K
|
196K
$10.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.39K- 50.0% |
$386K - $398K
|
7.39K
$395K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12.3K- 94.2% |
$643K - $663K
|
758
$40.5K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2K- 60.4% |
$1.05M - $1.09M
|
13.3K
$709K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.4K- 5.97% |
$1.22M - $1.26M
|
369K
$19.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-25.1K- 66.9% |
$1.31M - $1.35M
|
12.4K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.7K- 61.08% |
$1.34M - $1.38M
|
16.4K
$876K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.5K- 79.22% |
$2.37M - $2.45M
|
11.9K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-56.3K- 55.71% |
$2.94M - $3.03M
|
44.8K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.6K- 15.99% |
$4.2M - $4.34M
|
423K
$22.6M
|