Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
157+ 2.06% |
$9.04K - $9.12K
|
7.8K
$417K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
127+ 1.7% |
$7.31K - $7.37K
|
7.61K
$407K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107+ 1.67% |
$6.16K - $6.21K
|
6.53K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103+ 0.69% |
$5.93K - $5.98K
|
15.1K
$805K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
90+ 1.68% |
$5.18K - $5.23K
|
5.44K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
87+ 3.09% |
$5.01K - $5.05K
|
2.91K
$155K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
52+ 0.32% |
$2.99K - $3.02K
|
16.4K
$879K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
50+ 2.6% |
$2.88K - $2.9K
|
1.97K
$105K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
46+ 0.61% |
$2.65K - $2.67K
|
7.62K
$407K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44+ 0.45% |
$2.53K - $2.56K
|
9.89K
$528K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25+ 0.63% |
$1.44K - $1.45K
|
3.98K
$213K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18+ 0.33% |
$1.04K - $1.05K
|
5.54K
$296K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
11+ 0.97% |
$633 - $639
|
1.14K
$61K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11+ 0.1% |
$633 - $639
|
11.1K
$592K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.6% |
$576 - $581
|
1.67K
$89.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$57.6 - $58.1
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74- 0.47% |
$4.26K - $4.3K
|
15.7K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90- 0.43% |
$5.18K - $5.23K
|
20.8K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-110- 0.37% |
$6.33K - $6.39K
|
29.3K
$1.56M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-214- 2.87% |
$12.3K - $12.4K
|
7.24K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-219- 3.33% |
$12.6K - $12.7K
|
6.36K
$340K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-300- 1.6% |
$17.3K - $17.4K
|
18.5K
$986K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-343- 7.45% |
$19.7K - $19.9K
|
4.26K
$228K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-391- 6.04% |
$22.5K - $22.7K
|
6.08K
$325K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-445Closed |
$25.6K - $25.8K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-533- 3.35% |
$30.7K - $31K
|
15.4K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-560- 15.0% |
$32.2K - $32.5K
|
3.17K
$170K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-764Closed |
$44K - $44.4K
|
0
$0
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 21.88% |
$57.6K - $58.1K
|
3.57K
$191K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.23K- 12.94% |
$70.9K - $71.5K
|
8.29K
$443K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.7K- 14.38% |
$97.7K - $98.5K
|
10.1K
$540K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.59K- 12.25% |
$149K - $150K
|
18.6K
$992K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.8KClosed |
$161K - $163K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.23K- 0.67% |
$186K - $188K
|
480K
$25.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.11K- 47.63% |
$236K - $238K
|
4.51K
$241K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.2KClosed |
$357K - $360K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.46KClosed |
$372K - $375K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$402K - $406K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-17.9K- 30.37% |
$1.03M - $1.04M
|
41K
$2.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44.5KClosed |
$2.56M - $2.58M
|
0
$0
|