Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 0.09% |
$827 - $871
|
17.1K
$915K
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-145- 2.87% |
$7.49K - $7.89K
|
4.91K
$262K
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-148- 3.38% |
$7.65K - $8.06K
|
4.23K
$226K
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-251- 0.67% |
$13K - $13.7K
|
37.1K
$1.98M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-663Closed |
$34.3K - $36.1K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-772- 6.96% |
$39.9K - $42K
|
10.3K
$551K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-775- 23.66% |
$40K - $42.2K
|
2.5K
$134K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-859- 15.47% |
$44.4K - $46.8K
|
4.69K
$251K
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-936Closed |
$48.4K - $51K
|
0
$0
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-952- 6.26% |
$49.2K - $51.8K
|
14.3K
$762K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-958Closed |
$49.5K - $52.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-978- 23.55% |
$50.5K - $53.2K
|
3.17K
$170K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1K- 18.67% |
$51.7K - $54.4K
|
4.36K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.18K- 20.37% |
$61K - $64.3K
|
4.62K
$247K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.24KClosed |
$64K - $67.4K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.27K- 15.28% |
$65.7K - $69.2K
|
7.05K
$377K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.3KClosed |
$66.9K - $70.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5K- 15.0% |
$77.5K - $81.7K
|
8.5K
$454K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.5K- 9.46% |
$77.7K - $81.9K
|
14.4K
$769K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.66K- 48.72% |
$85.7K - $90.3K
|
1.75K
$93.3K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.75KClosed |
$90.4K - $95.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.16K- 21.42% |
$112K - $118K
|
7.94K
$424K
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 19.47% |
$129K - $136K
|
10.4K
$554K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.62K- 61.06% |
$135K - $143K
|
1.67K
$89.3K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 8.41% |
$146K - $154K
|
30.8K
$1.65M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 11.52% |
$159K - $168K
|
23.7K
$1.26M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.31KClosed |
$171K - $180K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.34K- 34.34% |
$173K - $182K
|
6.39K
$341K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.51K- 71.01% |
$181K - $191K
|
1.43K
$76.5K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3.75KClosed |
$194K - $204K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.9K- 6.21% |
$201K - $212K
|
58.9K
$3.15M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.03K- 7.44% |
$208K - $219K
|
50.1K
$2.68M
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-4.21KClosed |
$217K - $229K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5K- 21.78% |
$258K - $272K
|
17.9K
$959K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.56KClosed |
$287K - $303K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.6KClosed |
$289K - $305K
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.25K- 1.9% |
$323K - $340K
|
323K
$17.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.25K- 1.9% |
$323K - $340K
|
323K
$17.3M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.55KClosed |
$338K - $357K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.62K- 49.4% |
$342K - $360K
|
6.78K
$362K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.64K- 6.0% |
$343K - $361K
|
104K
$5.56M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.82K- 51.05% |
$352K - $371K
|
6.54K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.96KClosed |
$359K - $379K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.45K- 17.17% |
$385K - $406K
|
36K
$1.92M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.51KClosed |
$388K - $409K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-7.61KClosed |
$393K - $414K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.74KClosed |
$400K - $421K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.79K- 64.16% |
$402K - $424K
|
4.35K
$233K
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-7.89KClosed |
$408K - $430K
|
0
$0
|