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
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-390- 8.46% |
$20K - $20.7K
|
4.22K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-445- 6.53% |
$22.8K - $23.6K
|
6.37K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-521- 3.65% |
$26.7K - $27.6K
|
13.7K
$732K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-565- 9.45% |
$29K - $30K
|
5.41K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-781- 9.75% |
$40.1K - $41.4K
|
7.23K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-927- 10.95% |
$47.5K - $49.2K
|
7.54K
$401K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-992- 6.12% |
$50.9K - $52.6K
|
15.2K
$810K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.02K- 6.94% |
$52.1K - $53.9K
|
13.6K
$725K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.02K- 0.96% |
$52.3K - $54.1K
|
105K
$5.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.37K- 0.48% |
$70.1K - $72.5K
|
282K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.44K- 11.71% |
$73.8K - $76.4K
|
10.8K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.94K- 14.28% |
$99.3K - $103K
|
11.6K
$619K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-2.36K- 30.23% |
$121K - $125K
|
5.44K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.43K- 26.38% |
$124K - $129K
|
6.77K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.43K- 2.74% |
$125K - $129K
|
86.3K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.63K- 20.94% |
$135K - $139K
|
9.91K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.92K- 0.88% |
$150K - $155K
|
329K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.93K- 1.73% |
$150K - $155K
|
166K
$8.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.06K- 17.93% |
$157K - $162K
|
14K
$744K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.83K- 8.37% |
$197K - $203K
|
41.9K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.4K- 3.26% |
$225K - $233K
|
131K
$6.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.05K- 7.16% |
$259K - $268K
|
65.5K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-5.29K- 25.43% |
$271K - $281K
|
15.5K
$825K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.53K- 2.43% |
$284K - $294K
|
222K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.08K- 9.38% |
$312K - $322K
|
58.7K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.55K- 21.98% |
$336K - $347K
|
23.2K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.96K- 51.02% |
$357K - $369K
|
6.68K
$356K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.6K- 24.79% |
$390K - $403K
|
23.1K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-13.1K- 72.71% |
$672K - $695K
|
4.92K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 16.68% |
$739K - $765K
|
72K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.4K- 49.46% |
$741K - $766K
|
14.8K
$786K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.2K- 26.67% |
$985K - $1.02M
|
52.8K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-21.9K- 20.08% |
$1.13M - $1.16M
|
87.3K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-26.5K- 57.41% |
$1.36M - $1.41M
|
19.7K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-34.5K- 10.54% |
$1.77M - $1.83M
|
293K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.3K- 10.81% |
$2.38M - $2.46M
|
382K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.9K- 49.61% |
$2.46M - $2.54M
|
48.7K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50.5K- 23.94% |
$2.59M - $2.68M
|
161K
$8.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.9K- 10.05% |
$2.61M - $2.7M
|
456K
$24.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-130K- 13.16% |
$6.67M - $6.9M
|
859K
$45.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-136K- 74.97% |
$6.96M - $7.2M
|
45.3K
$2.41M
|