Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
297KNew |
$17.2M - $17.5M
|
297K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.4K+ 99.97% |
$1.7M - $1.73M
|
58.9K
$3.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
12.5KNew |
$723K - $735K
|
12.5K
$668K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.9K+ 168.98% |
$688K - $699K
|
18.9K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4KNew |
$657K - $668K
|
11.4K
$607K
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.1K+ 8.98% |
$587K - $596K
|
123K
$6.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
9.52KNew |
$551K - $560K
|
9.52K
$509K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.64KNew |
$442K - $449K
|
7.64K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.24K+ 9.32% |
$419K - $426K
|
85K
$4.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.99KNew |
$404K - $411K
|
6.99K
$373K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.46KNew |
$374K - $380K
|
6.46K
$345K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
6.35K+ 26.74% |
$367K - $373K
|
30.1K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.94KNew |
$344K - $349K
|
5.94K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
5.55K+ 6.83% |
$321K - $326K
|
86.8K
$4.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.61K+ 10.93% |
$267K - $271K
|
46.7K
$2.5M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
4.55KNew |
$263K - $268K
|
4.55K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.93KNew |
$227K - $231K
|
3.93K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.81K+ 79.21% |
$220K - $224K
|
8.62K
$461K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.76K+ 3.42% |
$217K - $221K
|
114K
$6.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.47K+ 17.38% |
$200K - $204K
|
23.4K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
2.88K+ 1.39% |
$167K - $170K
|
211K
$11.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.69K+ 3.12% |
$155K - $158K
|
88.8K
$4.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.56K+ 7.96% |
$148K - $151K
|
34.8K
$1.86M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.44K+ 10.98% |
$141K - $143K
|
24.7K
$1.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.43K+ 3.65% |
$140K - $143K
|
68.9K
$3.68M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 17.4% |
$89.4K - $90.8K
|
10.4K
$557K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1.45K+ 5.21% |
$84.1K - $85.5K
|
29.4K
$1.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 14.77% |
$69.8K - $70.9K
|
9.38K
$501K
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.2K+ 6.84% |
$69.4K - $70.5K
|
18.8K
$1M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 6.65% |
$59.1K - $60.1K
|
16.4K
$876K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 6.69% |
$57.9K - $58.8K
|
16K
$853K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
946+ 6.75% |
$54.7K - $55.6K
|
15K
$799K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
919+ 4.8% |
$53.2K - $54K
|
20.1K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
802+ 4.0% |
$46.4K - $47.1K
|
20.9K
$1.12M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
690+ 3.0% |
$39.9K - $40.6K
|
23.7K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
577+ 9.61% |
$33.4K - $33.9K
|
6.58K
$352K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
538+ 10.79% |
$31.1K - $31.6K
|
5.52K
$295K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
500+ 2.95% |
$28.9K - $29.4K
|
17.5K
$934K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
468+ 9.59% |
$27.1K - $27.5K
|
5.35K
$286K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
448+ 6.49% |
$25.9K - $26.3K
|
7.35K
$393K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
419+ 2.74% |
$24.2K - $24.6K
|
15.7K
$841K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
295+ 2.29% |
$17.1K - $17.3K
|
13.2K
$705K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
279+ 4.34% |
$16.1K - $16.4K
|
6.71K
$358K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
271+ 2.61% |
$15.7K - $15.9K
|
10.7K
$570K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
199+ 5.32% |
$11.5K - $11.7K
|
3.94K
$211K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
195+ 78.0% |
$11.3K - $11.5K
|
445
$23.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
161+ 2.55% |
$9.32K - $9.46K
|
6.47K
$346K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156+ 1.61% |
$9.03K - $9.17K
|
9.84K
$526K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
107+ 6.89% |
$6.19K - $6.29K
|
1.66K
$88.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
60+ 1.5% |
$3.47K - $3.53K
|
4.07K
$217K
|