Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.1K+ 26.09% |
$5.05M - $5.11M
|
455K
$24.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.1K+ 26.09% |
$5.05M - $5.11M
|
455K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
59.2KNew |
$3.18M - $3.21M
|
59.2K
$3.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
38.4K+ 60.89% |
$2.06M - $2.09M
|
102K
$5.43M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
33.6K+ 22.05% |
$1.8M - $1.82M
|
186K
$9.94M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.3K+ 13.02% |
$1.68M - $1.7M
|
272K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 76.55% |
$1.62M - $1.63M
|
69.5K
$3.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
27.2K+ 87.6% |
$1.46M - $1.48M
|
58.3K
$3.11M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 44.34% |
$1.45M - $1.46M
|
87.8K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.9K+ 17.61% |
$1.06M - $1.08M
|
133K
$7.08M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4KNew |
$984K - $996K
|
18.4K
$981K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 99.12% |
$949K - $961K
|
35.5K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$722K - $731K
|
13.5K
$720K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.4K+ 162.06% |
$720K - $728K
|
21.7K
$1.16M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.7KNew |
$576K - $583K
|
10.7K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$563K - $570K
|
10.5K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.4K+ 1.47% |
$556K - $563K
|
717K
$38.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 11.4% |
$550K - $557K
|
100K
$5.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.82K+ 5.34% |
$526K - $533K
|
194K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.43KNew |
$452K - $458K
|
8.43K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.38K+ 5.64% |
$449K - $455K
|
157K
$8.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.25KNew |
$442K - $448K
|
8.25K
$441K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.75KNew |
$416K - $421K
|
7.75K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
6.61K+ 47.74% |
$354K - $359K
|
20.5K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.6K+ 3.59% |
$354K - $358K
|
191K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.51K+ 28.71% |
$349K - $353K
|
29.2K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.13K+ 17.23% |
$329K - $333K
|
41.7K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99KNew |
$321K - $325K
|
5.99K
$320K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$309K - $312K
|
5.76K
$308K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.05KNew |
$271K - $274K
|
5.05K
$270K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.88K+ 75.09% |
$262K - $265K
|
11.4K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.72K+ 6.85% |
$253K - $256K
|
73.6K
$3.93M
|
|
|
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
$215K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.55K+ 6.21% |
$191K - $193K
|
60.8K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.32K+ 13.14% |
$178K - $180K
|
28.6K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 54.02% |
$173K - $175K
|
9.22K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$156K - $157K
|
2.9K
$155K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.83K+ 13.41% |
$152K - $153K
|
23.9K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 18.6% |
$151K - $153K
|
18K
$960K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.79K+ 11.46% |
$150K - $151K
|
27.1K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 26.35% |
$149K - $150K
|
13.3K
$710K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 5.44% |
$145K - $147K
|
52.5K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.7K+ 5.44% |
$145K - $146K
|
52.3K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.69K+ 4478.33% |
$144K - $146K
|
2.75K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 12.37% |
$135K - $137K
|
22.9K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.31K+ 13.97% |
$124K - $126K
|
18.9K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.12K+ 1.69% |
$114K - $115K
|
127K
$6.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
2.1K+ 2.24% |
$113K - $114K
|
95.8K
$5.12M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.86K+ 42.4% |
$99.8K - $101K
|
6.25K
$334K
|