Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.24M+ 524.31% |
$62.6M - $66.7M
|
1.47M
$78.8M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
69.9KNew |
$3.53M - $3.76M
|
69.9K
$3.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37.6KNew |
$1.9M - $2.03M
|
37.6K
$2.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.9K+ 221.58% |
$1.71M - $1.82M
|
49.1K
$2.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.6KNew |
$1.5M - $1.6M
|
29.6K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
22.2K+ 15.37% |
$1.12M - $1.2M
|
167K
$8.91M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21.4KNew |
$1.08M - $1.15M
|
21.4K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.9K+ 64.42% |
$1M - $1.07M
|
50.7K
$2.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 17.54% |
$921K - $981K
|
122K
$6.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
17KNew |
$856K - $912K
|
17K
$906K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15.9KNew |
$803K - $856K
|
15.9K
$849K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
13.8K+ 24.73% |
$695K - $740K
|
69.4K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4K+ 97.08% |
$677K - $721K
|
27.2K
$1.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
11KNew |
$555K - $592K
|
11K
$587K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 391.28% |
$551K - $587K
|
13.7K
$732K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 20.7% |
$547K - $582K
|
63.1K
$3.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.3KNew |
$522K - $556K
|
10.3K
$552K
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
8.55KNew |
$432K - $460K
|
8.55K
$457K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
7.74K+ 10.43% |
$391K - $416K
|
81.9K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.73K+ 1.61% |
$391K - $416K
|
487K
$26.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
7.61KNew |
$384K - $410K
|
7.61K
$407K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
6.74K+ 165.94% |
$340K - $363K
|
10.8K
$577K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.92KNew |
$299K - $318K
|
5.92K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.91K+ 28.04% |
$299K - $318K
|
27K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.9KNew |
$298K - $318K
|
5.9K
$315K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.82KNew |
$294K - $313K
|
5.82K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.45K+ 1.69% |
$275K - $293K
|
328K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5K+ 17.46% |
$252K - $269K
|
33.6K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 18.8% |
$225K - $239K
|
28.1K
$1.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.22KNew |
$213K - $227K
|
4.22K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.85K+ 64.12% |
$144K - $154K
|
7.31K
$390K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.6K+ 23.49% |
$131K - $140K
|
13.7K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.37K+ 6.59% |
$120K - $128K
|
38.3K
$2.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.24K+ 6.03% |
$113K - $121K
|
39.4K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.06K+ 30.39% |
$104K - $111K
|
8.84K
$472K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$101K - $108K
|
2K
$107K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.95K+ 30.44% |
$98.3K - $105K
|
8.33K
$445K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.34K+ 2.3% |
$67.9K - $72.3K
|
59.9K
$3.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
1.08K+ 23.73% |
$54.4K - $58K
|
5.62K
$300K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
674+ 1.8% |
$34.1K - $36.3K
|
38.1K
$2.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
590+ 33.79% |
$29.8K - $31.8K
|
2.34K
$125K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
474+ 8.97% |
$24K - $25.5K
|
5.76K
$308K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
351+ 4.98% |
$17.7K - $18.9K
|
7.4K
$396K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
298+ 1.71% |
$15.1K - $16K
|
17.8K
$950K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
152+ 1.76% |
$7.68K - $8.18K
|
8.78K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
70+ 0.25% |
$3.54K - $3.77K
|
28.3K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48+ 1.17% |
$2.43K - $2.58K
|
4.14K
$221K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$2.02K - $2.15K
|
40
$2.14K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 0.21% |
$1.57K - $1.67K
|
15.1K
$808K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.5% |
$1.01K - $1.08K
|
4.03K
$216K
|