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 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
850+ 8.33% |
$45.2K - $46.2K
|
11.1K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
847+ 6.4% |
$45K - $46K
|
14.1K
$750K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
627+ 1.57% |
$33.3K - $34.1K
|
40.5K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
606+ 2.99% |
$32.2K - $32.9K
|
20.9K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
581+ 9.4% |
$30.9K - $31.6K
|
6.76K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
573+ 5.56% |
$30.4K - $31.1K
|
10.9K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
568+ 4.28% |
$30.2K - $30.9K
|
13.9K
$738K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
520+ 2.53% |
$27.6K - $28.3K
|
21.1K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
378+ 7.44% |
$20.1K - $20.5K
|
5.46K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
370+ 10.27% |
$19.7K - $20.1K
|
3.97K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
298+ 2.31% |
$15.8K - $16.2K
|
13.2K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
231+ 1.7% |
$12.3K - $12.6K
|
13.8K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
218+ 1.06% |
$11.6K - $11.9K
|
20.8K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
166New |
$8.82K - $9.02K
|
166
$8.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
160+ 1.4% |
$8.5K - $8.7K
|
11.6K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152+ 1.65% |
$8.08K - $8.26K
|
9.37K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
146+ 0.48% |
$7.76K - $7.94K
|
30.3K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
136+ 0.69% |
$7.23K - $7.39K
|
19.7K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
123+ 2.11% |
$6.53K - $6.69K
|
5.94K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
59+ 0.69% |
$3.13K - $3.21K
|
8.58K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49+ 0.7% |
$2.6K - $2.66K
|
7.06K
$376K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
44+ 0.27% |
$2.34K - $2.39K
|
16.2K
$860K
|
|
|
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
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35+ 0.69% |
$1.86K - $1.9K
|
5.08K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$1.81K - $1.85K
|
34
$1.81K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
31+ 0.24% |
$1.65K - $1.69K
|
13.1K
$698K
|
|
|
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
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15+ 0.26% |
$797 - $815
|
5.9K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15+ 0.27% |
$797 - $815
|
5.52K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
14+ 0.07% |
$744 - $761
|
19.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.06% |
$531 - $544
|
15.9K
$846K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$319 - $326
|
6.37K
$339K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.04% |
$159 - $163
|
8.39K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$53.1 - $54.4
|
2.22K
$118K
|
|
|
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
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 28.36% |
$1.01K - $1.03K
|
48
$2.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-47- 0.79% |
$2.5K - $2.55K
|
5.9K
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47- 0.96% |
$2.5K - $2.55K
|
4.86K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-80- 3.56% |
$4.25K - $4.35K
|
2.17K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-91- 1.31% |
$4.83K - $4.95K
|
6.86K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-100- 0.68% |
$5.31K - $5.44K
|
14.6K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-103- 1.57% |
$5.47K - $5.6K
|
6.45K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 2.08% |
$7.97K - $8.15K
|
7.05K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-200- 1.57% |
$10.6K - $10.9K
|
12.5K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-227- 4.34% |
$12.1K - $12.3K
|
5.01K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-314- 0.67% |
$16.7K - $17.1K
|
46.4K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-321- 6.18% |
$17.1K - $17.4K
|
4.87K
$259K
|