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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.54K+ 2.94% |
$130K - $135K
|
88.9K
$4.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.18K+ 11.77% |
$112K - $116K
|
20.7K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.07K+ 26.37% |
$106K - $110K
|
9.94K
$529K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.04K+ 8.29% |
$105K - $108K
|
26.7K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.01K+ 9.01% |
$103K - $106K
|
24.3K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.94K+ 5711.76% |
$99.6K - $103K
|
1.98K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.72K+ 20.25% |
$88.1K - $91.2K
|
10.2K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.65K+ 2.3% |
$84.8K - $87.7K
|
73.4K
$3.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.65K+ 3.35% |
$84.6K - $87.5K
|
50.9K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.6K+ 2.98% |
$82.1K - $84.9K
|
55.4K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.35K+ 8.37% |
$69.3K - $71.7K
|
17.5K
$932K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.35K+ 7.35% |
$69.1K - $71.5K
|
19.7K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.19K+ 8.62% |
$61.2K - $63.3K
|
15K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19K+ 29.76% |
$60.8K - $62.9K
|
5.17K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
960+ 23.58% |
$49.2K - $50.9K
|
5.03K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
889+ 20.5% |
$45.6K - $47.2K
|
5.23K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
748+ 11.65% |
$38.4K - $39.7K
|
7.17K
$382K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
528+ 8.29% |
$27.1K - $28K
|
6.9K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
510+ 5.25% |
$26.2K - $27.1K
|
10.2K
$544K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
421+ 2.69% |
$21.6K - $22.3K
|
16.1K
$856K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
332+ 0.84% |
$17K - $17.6K
|
39.9K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
225+ 1.99% |
$11.5K - $11.9K
|
11.5K
$614K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
101+ 0.74% |
$5.18K - $5.36K
|
13.8K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91+ 0.71% |
$4.67K - $4.83K
|
13K
$691K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
90+ 28.85% |
$4.62K - $4.78K
|
402
$21.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65+ 0.73% |
$3.33K - $3.45K
|
8.93K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58+ 1.13% |
$2.97K - $3.08K
|
5.18K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58+ 0.94% |
$2.97K - $3.08K
|
6.22K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
52+ 1.21% |
$2.67K - $2.76K
|
4.35K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 0.09% |
$2.1K - $2.18K
|
46.7K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38+ 0.74% |
$1.95K - $2.02K
|
5.19K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
29+ 0.74% |
$1.49K - $1.54K
|
3.93K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24+ 6.45% |
$1.23K - $1.27K
|
396
$21.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.15% |
$821 - $849
|
10.5K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.08% |
$769 - $796
|
20K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.05% |
$205 - $212
|
7.42K
$395K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.18% |
$154 - $159
|
1.69K
$89.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$51.3 - $53.1
|
2.22K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28- 0.18% |
$1.44K - $1.49K
|
15.6K
$829K
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-121- 0.27% |
$6.21K - $6.42K
|
44.1K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-216- 2.54% |
$11.1K - $11.5K
|
8.29K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-242- 3.3% |
$12.4K - $12.8K
|
7.09K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-261- 5.44% |
$13.4K - $13.8K
|
4.54K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-262- 5.04% |
$13.4K - $13.9K
|
4.94K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-266- 1.35% |
$13.6K - $14.1K
|
19.5K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 8.08% |
$15.4K - $15.9K
|
3.41K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-305- 3.02% |
$15.6K - $16.2K
|
9.81K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-350- 3.48% |
$18K - $18.6K
|
9.7K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-386- 10.39% |
$19.8K - $20.5K
|
3.33K
$177K
|