Purchases and Sales Made in Q3 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.88MNew |
$95.8M - $101M
|
1.88M
$100M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
334KNew |
$17M - $17.9M
|
334K
$17.8M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
186K+ 167.37% |
$9.48M - $9.97M
|
297K
$15.9M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
119K+ 237.49% |
$6.09M - $6.4M
|
170K
$9.08M
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
46K+ 55.56% |
$2.35M - $2.47M
|
129K
$6.89M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39K+ 42.22% |
$1.99M - $2.09M
|
131K
$7.02M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$1.37M - $1.44M
|
27K
$1.44M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
23.3K+ 164.57% |
$1.19M - $1.25M
|
37.5K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$1.18M - $1.24M
|
23.2K
$1.24M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.7K+ 5.1% |
$798K - $839K
|
322K
$17.2M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
14.9KNew |
$759K - $798K
|
14.9K
$796K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.2KNew |
$726K - $763K
|
14.2K
$761K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.5KNew |
$637K - $669K
|
12.5K
$668K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12KNew |
$613K - $645K
|
12K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 8.9% |
$600K - $631K
|
144K
$7.7M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
11.7K+ 9.56% |
$596K - $626K
|
134K
$7.16M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 91.93% |
$540K - $568K
|
22.1K
$1.18M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
10.2KNew |
$522K - $548K
|
10.2K
$547K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.84K+ 24.45% |
$502K - $527K
|
50.1K
$2.68M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
9.69K+ 12.7% |
$494K - $519K
|
86K
$4.6M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.66KNew |
$441K - $464K
|
8.66K
$463K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.36KNew |
$426K - $448K
|
8.36K
$447K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.73KNew |
$394K - $414K
|
7.73K
$413K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.34K+ 82.35% |
$374K - $393K
|
16.2K
$869K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.24K+ 31.22% |
$369K - $388K
|
30.4K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$314K - $330K
|
6.16K
$329K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.04K+ 4.62% |
$257K - $270K
|
114K
$6.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53KNew |
$231K - $243K
|
4.53K
$242K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.87K+ 23.0% |
$197K - $208K
|
20.7K
$1.11M
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.62K+ 19.62% |
$185K - $194K
|
22.1K
$1.18M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.53K+ 8.27% |
$180K - $189K
|
46.2K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.54K+ 115.37% |
$130K - $136K
|
4.75K
$254K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.01KNew |
$102K - $107K
|
2.01K
$107K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.9K+ 15.29% |
$97K - $102K
|
14.4K
$767K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.69K+ 9.94% |
$86.3K - $90.7K
|
18.7K
$1M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.55KNew |
$79.1K - $83.2K
|
1.55K
$83K
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.55K+ 3.54% |
$78.8K - $82.8K
|
45.2K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.53K+ 3.32% |
$78.1K - $82.1K
|
47.7K
$2.55M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.44K+ 5.45% |
$73.1K - $76.9K
|
27.8K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.32K+ 13.04% |
$67.2K - $70.7K
|
11.4K
$611K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.31K+ 5.03% |
$66.9K - $70.3K
|
27.4K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 8.69% |
$66.1K - $69.5K
|
16.2K
$867K
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.25K+ 5.04% |
$63.7K - $67K
|
26.1K
$1.39M
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.15K+ 1.37% |
$58.4K - $61.4K
|
84.8K
$4.53M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
861+ 64.06% |
$43.9K - $46.1K
|
2.21K
$118K
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
845+ 5.58% |
$43.1K - $45.3K
|
16K
$855K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
751+ 3.43% |
$38.3K - $40.2K
|
22.7K
$1.21M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
670+ 7.17% |
$34.1K - $35.9K
|
10K
$535K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
668+ 3.34% |
$34K - $35.8K
|
20.7K
$1.11M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
582+ 15.25% |
$29.7K - $31.2K
|
4.4K
$235K
|