Purchases and Sales Made in Q3 2024 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 2024. 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 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.9K+ 17.96% |
$2.38M - $2.44M
|
295K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
29.4KNew |
$1.56M - $1.6M
|
29.4K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.2K+ 69.84% |
$916K - $937K
|
41.9K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
12.4KNew |
$656K - $672K
|
12.4K
$660K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.59K+ 45.66% |
$456K - $467K
|
27.4K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.32K+ 24.2% |
$389K - $398K
|
37.6K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.15KNew |
$327K - $334K
|
6.15K
$329K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 4.4% |
$305K - $312K
|
136K
$7.27M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.66K+ 6.94% |
$300K - $307K
|
87.1K
$4.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.96K+ 8.85% |
$210K - $215K
|
48.7K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.72KNew |
$198K - $202K
|
3.72K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.5K+ 20.91% |
$186K - $190K
|
20.3K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.29K+ 77.5% |
$175K - $179K
|
7.53K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.07K+ 5.33% |
$110K - $112K
|
40.9K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 50.0% |
$106K - $109K
|
6K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.96K+ 9.91% |
$104K - $107K
|
21.8K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
850+ 8.33% |
$45.2K - $46.2K
|
11.1K
$591K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
627+ 1.57% |
$33.3K - $34.1K
|
40.5K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
378+ 7.44% |
$20.1K - $20.5K
|
5.46K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
146+ 0.48% |
$7.76K - $7.94K
|
30.3K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
136+ 0.69% |
$7.23K - $7.39K
|
19.7K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49+ 0.7% |
$2.6K - $2.66K
|
7.06K
$377K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
44+ 0.27% |
$2.34K - $2.39K
|
16.2K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
39+ 0.18% |
$2.07K - $2.12K
|
21.1K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
36+ 0.46% |
$1.91K - $1.96K
|
7.9K
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
31+ 0.24% |
$1.65K - $1.69K
|
13.1K
$701K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 0.69% |
$1.38K - $1.41K
|
3.8K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.38% |
$1.28K - $1.3K
|
6.39K
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$319 - $326
|
6.37K
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.04% |
$159 - $163
|
8.39K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$53.1 - $54.4
|
2.22K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6- 0.04% |
$319 - $326
|
16.9K
$905K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 2.08% |
$7.97K - $8.15K
|
7.05K
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-314- 0.67% |
$16.7K - $17.1K
|
46.4K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-529- 4.9% |
$28.1K - $28.8K
|
10.3K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-805- 6.4% |
$42.8K - $43.8K
|
11.8K
$629K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-881- 8.75% |
$46.8K - $47.9K
|
9.18K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-935- 0.57% |
$49.7K - $50.8K
|
164K
$8.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-956- 11.85% |
$50.8K - $52K
|
7.11K
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 7.23% |
$76.9K - $78.7K
|
18.6K
$992K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 15.62% |
$170K - $174K
|
17.3K
$925K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.55K- 13.59% |
$189K - $193K
|
22.6K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 22.72% |
$753K - $771K
|
48.2K
$2.58M
|