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 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
500+ 8.77% |
$25.5K - $26.8K
|
6.2K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
385+ 2.21% |
$19.6K - $20.6K
|
17.8K
$951K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
165+ 2.9% |
$8.41K - $8.84K
|
5.85K
$313K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
161+ 1.14% |
$8.21K - $8.63K
|
14.2K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127+ 0.32% |
$6.47K - $6.8K
|
40.3K
$2.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
111+ 0.55% |
$5.66K - $5.95K
|
20.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
78+ 0.31% |
$3.98K - $4.18K
|
24.9K
$1.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
58+ 0.55% |
$2.96K - $3.11K
|
10.6K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
48New |
$2.45K - $2.57K
|
48
$2.57K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
21+ 0.2% |
$1.07K - $1.13K
|
10.4K
$558K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.11% |
$968 - $1.02K
|
17.5K
$935K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.64% |
$561 - $589
|
1.73K
$92.6K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
5+ 0.12% |
$255 - $268
|
4.21K
$225K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.58% |
$255 - $268
|
869
$46.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4+ 0.05% |
$204 - $214
|
7.51K
$401K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-54- 8.71% |
$2.75K - $2.89K
|
566
$30.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-150- 0.95% |
$7.65K - $8.04K
|
15.7K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-210- 1.57% |
$10.7K - $11.3K
|
13.2K
$706K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-244- 5.17% |
$12.4K - $13.1K
|
4.47K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 1.28% |
$15K - $15.8K
|
22.8K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-350- 5.0% |
$17.8K - $18.8K
|
6.65K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-508- 2.49% |
$25.9K - $27.2K
|
19.9K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-555- 7.47% |
$28.3K - $29.7K
|
6.88K
$367K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.02K- 3.03% |
$52.2K - $54.9K
|
32.8K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.1K- 0.63% |
$55.9K - $58.8K
|
174K
$9.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.19K- 2.45% |
$60.5K - $63.5K
|
47.2K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.27K- 4.65% |
$64.9K - $68.2K
|
26.1K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 9.93% |
$76.3K - $80.2K
|
13.6K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.72K- 21.24% |
$87.6K - $92.1K
|
6.37K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.09K- 28.2% |
$106K - $112K
|
5.32K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.01K- 3.21% |
$154K - $161K
|
90.7K
$4.85M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.17K- 20.84% |
$161K - $170K
|
12K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.57K- 17.4% |
$182K - $191K
|
16.9K
$905K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.85K- 10.17% |
$298K - $314K
|
51.7K
$2.76M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.99K- 53.54% |
$305K - $321K
|
5.2K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.48K- 44.42% |
$330K - $347K
|
8.11K
$433K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.52K- 44.12% |
$333K - $350K
|
8.26K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.4K- 3.68% |
$530K - $557K
|
272K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.8K- 16.28% |
$753K - $791K
|
75.9K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 44.38% |
$757K - $796K
|
18.6K
$995K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 39.5% |
$1.05M - $1.11M
|
31.6K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.9K- 39.5% |
$1.32M - $1.39M
|
39.7K
$2.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.4K- 9.27% |
$1.85M - $1.95M
|
356K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-61K- 20.73% |
$3.11M - $3.27M
|
233K
$12.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-80.7K- 47.4% |
$4.11M - $4.32M
|
89.6K
$4.79M
|