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 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20+ 0.31% |
$1.01K - $1.08K
|
6.56K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.53% |
$455 - $484
|
1.69K
$90.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.58% |
$303 - $323
|
1.05K
$56K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-95- 1.68% |
$4.8K - $5.11K
|
5.56K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 0.8% |
$5.05K - $5.38K
|
12.4K
$663K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-139- 0.38% |
$7.02K - $7.48K
|
36.8K
$1.97M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-398- 3.86% |
$20.1K - $21.4K
|
9.92K
$530K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-958- 5.55% |
$48.4K - $51.6K
|
16.3K
$872K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.22K- 15.33% |
$61.5K - $65.5K
|
6.72K
$359K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.22K- 7.13% |
$61.7K - $65.7K
|
15.9K
$850K
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.22K- 6.47% |
$61.8K - $65.8K
|
17.7K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.02K- 3.69% |
$102K - $109K
|
52.7K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.13K- 24.66% |
$108K - $115K
|
6.5K
$348K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.22K- 5.19% |
$112K - $120K
|
40.6K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 57.5% |
$126K - $135K
|
1.85K
$98.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.39K- 6.76% |
$171K - $182K
|
46.7K
$2.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.96K- 8.65% |
$200K - $213K
|
41.8K
$2.23M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4K- 25.08% |
$202K - $215K
|
12K
$639K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.1K- 22.62% |
$207K - $221K
|
14K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.22K- 23.49% |
$213K - $227K
|
13.7K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.96K- 44.43% |
$251K - $267K
|
6.21K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-5.05K- 12.61% |
$255K - $272K
|
35K
$1.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.33K- 61.1% |
$320K - $341K
|
4.03K
$215K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.68KClosed |
$439K - $467K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.73K- 9.66% |
$441K - $470K
|
81.7K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.9K- 52.37% |
$804K - $857K
|
14.5K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 25.76% |
$1.1M - $1.17M
|
62.8K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-24.8K- 84.86% |
$1.25M - $1.33M
|
4.42K
$236K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-75.6K- 54.71% |
$3.82M - $4.07M
|
62.6K
$3.34M
|