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 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-529- 4.9% |
$28.1K - $28.8K
|
10.3K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-554- 11.02% |
$29.4K - $30.1K
|
4.47K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-597- 3.76% |
$31.7K - $32.5K
|
15.3K
$815K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-805- 6.4% |
$42.8K - $43.8K
|
11.8K
$627K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-850- 8.67% |
$45.2K - $46.2K
|
8.96K
$477K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-881- 8.75% |
$46.8K - $47.9K
|
9.18K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-931- 8.17% |
$49.5K - $50.6K
|
10.5K
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-935- 0.57% |
$49.7K - $50.8K
|
164K
$8.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-956- 11.85% |
$50.8K - $52K
|
7.11K
$379K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 10.38% |
$60.5K - $61.9K
|
9.83K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.24K- 1.26% |
$66K - $67.5K
|
97.3K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.26K- 25.42% |
$67.2K - $68.7K
|
3.71K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 7.23% |
$76.9K - $78.7K
|
18.6K
$988K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 15.62% |
$170K - $174K
|
17.3K
$922K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.55K- 13.59% |
$189K - $193K
|
22.6K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.01K- 62.06% |
$266K - $272K
|
3.06K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 13.82% |
$556K - $569K
|
65.3K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 22.72% |
$753K - $771K
|
48.2K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-19.7K- 14.88% |
$1.05M - $1.07M
|
113K
$6.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-29.4K- 26.47% |
$1.56M - $1.6M
|
81.6K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-205K- 42.22% |
$10.9M - $11.1M
|
280K
$14.9M
|