Purchases and Sales Made in Q2 2025 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 2025. 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 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32.4K+ 5.09% |
$1.66M - $1.72M
|
668K
$34.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
5.63KNew |
$289K - $299K
|
5.63K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
4.76KNew |
$244K - $253K
|
4.76K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.48K+ 22.43% |
$230K - $238K
|
24.4K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.13K+ 11.6% |
$212K - $219K
|
39.8K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.19K+ 8.62% |
$61.2K - $63.3K
|
15K
$782K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
528+ 8.29% |
$27.1K - $28K
|
6.9K
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
421+ 2.69% |
$21.6K - $22.3K
|
16.1K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
101+ 0.74% |
$5.18K - $5.36K
|
13.8K
$715K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
52+ 1.21% |
$2.67K - $2.76K
|
4.35K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 0.09% |
$2.1K - $2.18K
|
46.7K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-216- 2.54% |
$11.1K - $11.5K
|
8.29K
$431K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.02K- 6.94% |
$52.1K - $53.9K
|
13.6K
$708K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.4K- 3.26% |
$225K - $233K
|
131K
$6.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-5.29K- 25.43% |
$271K - $281K
|
15.5K
$807K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.08K- 9.38% |
$312K - $322K
|
58.7K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-34.5K- 10.54% |
$1.77M - $1.83M
|
293K
$15.2M
|