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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.31K- 11.51% |
$69.1K - $70.2K
|
10.1K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.38K- 50.05% |
$72.6K - $73.7K
|
1.37K
$73.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.53K- 2.94% |
$80.6K - $81.9K
|
50.5K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.66K- 3.18% |
$87.6K - $89K
|
50.6K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-2.32K- 30.9% |
$123K - $124K
|
5.19K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.85K- 2.81% |
$150K - $153K
|
98.7K
$5.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.97K- 1.77% |
$157K - $159K
|
165K
$8.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-2.97K- 5.98% |
$157K - $159K
|
46.7K
$2.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.36K- 29.42% |
$177K - $180K
|
8.07K
$431K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.75K- 39.75% |
$251K - $255K
|
7.2K
$385K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.53K- 13.25% |
$292K - $296K
|
36.2K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.69K- 28.0% |
$353K - $359K
|
17.2K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.69K- 28.37% |
$406K - $412K
|
19.4K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8.58K- 29.42% |
$453K - $460K
|
20.6K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 10.96% |
$605K - $614K
|
93.1K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.7K- 3.08% |
$775K - $788K
|
463K
$24.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-22.8K- 79.66% |
$1.2M - $1.22M
|
5.82K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.6K- 80.44% |
$1.51M - $1.53M
|
6.95K
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-85.9K- 43.64% |
$4.54M - $4.61M
|
111K
$5.93M
|