Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 22.38% |
$97.6K - $99.1K
|
10.1K
$540K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.64K+ 26.45% |
$86.8K - $88.1K
|
7.86K
$420K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
950+ 5.03% |
$50.1K - $50.9K
|
19.8K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
687+ 3.36% |
$36.3K - $36.8K
|
21.1K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
684+ 1.55% |
$36.1K - $36.7K
|
44.7K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500+ 4.21% |
$26.4K - $26.8K
|
12.4K
$662K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
396New |
$20.9K - $21.2K
|
396
$21.2K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
326+ 4.21% |
$17.2K - $17.5K
|
8.08K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252New |
$13.3K - $13.5K
|
252
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 3.79% |
$11.3K - $11.5K
|
5.88K
$314K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
200+ 1.6% |
$10.6K - $10.7K
|
12.7K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
150+ 2.97% |
$7.92K - $8.04K
|
5.2K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
140+ 1.24% |
$7.39K - $7.51K
|
11.4K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135+ 0.69% |
$7.13K - $7.24K
|
19.6K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
133+ 0.33% |
$7.02K - $7.13K
|
39.9K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
100+ 0.62% |
$5.28K - $5.36K
|
16.1K
$861K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
99+ 1.69% |
$5.23K - $5.31K
|
5.95K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
93+ 0.69% |
$4.91K - $4.99K
|
13.6K
$727K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
93+ 0.72% |
$4.91K - $4.99K
|
13.1K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
78+ 1.2% |
$4.12K - $4.18K
|
6.55K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
75+ 0.77% |
$3.96K - $4.02K
|
9.81K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
58+ 0.69% |
$3.06K - $3.11K
|
8.53K
$456K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47+ 0.67% |
$2.48K - $2.52K
|
7.01K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47New |
$2.48K - $2.52K
|
47
$2.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
46+ 0.43% |
$2.43K - $2.47K
|
10.8K
$577K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.39% |
$2.27K - $2.31K
|
11K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
42+ 0.2% |
$2.22K - $2.25K
|
20.6K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 39.58% |
$1K - $1.02K
|
67
$3.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.65% |
$739 - $751
|
2.18K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.74% |
$686 - $697
|
1.77K
$94.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$369 - $375
|
6.37K
$340K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.66% |
$106 - $107
|
307
$16.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$52.8 - $53.6
|
2.22K
$119K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14- 0.17% |
$739 - $751
|
8.39K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$2.64K - $2.68K
|
50
$2.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51- 0.38% |
$2.69K - $2.73K
|
13.2K
$707K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-52- 0.31% |
$2.74K - $2.79K
|
16.8K
$895K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-103- 0.51% |
$5.44K - $5.52K
|
20K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-147- 1.13% |
$7.76K - $7.88K
|
12.9K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-187- 1.39% |
$9.87K - $10K
|
13.3K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-211- 0.25% |
$11.1K - $11.3K
|
83.3K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-367- 6.26% |
$19.4K - $19.7K
|
5.5K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-410- 1.96% |
$21.6K - $22K
|
20.5K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-473- 8.6% |
$25K - $25.4K
|
5.03K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-474- 6.93% |
$25K - $25.4K
|
6.36K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-609- 1.52% |
$32.1K - $32.6K
|
39.5K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-771- 4.63% |
$40.7K - $41.3K
|
15.9K
$849K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1K- 8.93% |
$52.8K - $53.6K
|
10.2K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.03K- 19.51% |
$54.3K - $55.2K
|
4.24K
$227K
|