Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
836+ 6.09% |
$41.9K - $44.3K
|
14.6K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
792New |
$39.7K - $42K
|
792
$42.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
774New |
$38.8K - $41K
|
774
$41.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
732+ 8.29% |
$36.7K - $38.8K
|
9.57K
$511K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
630+ 7.18% |
$31.6K - $33.4K
|
9.41K
$503K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
610+ 10.59% |
$30.6K - $32.3K
|
6.37K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
610+ 7.14% |
$30.6K - $32.3K
|
9.16K
$489K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
360+ 5.25% |
$18K - $19.1K
|
7.22K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
301New |
$15.1K - $15.9K
|
301
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
242New |
$12.1K - $12.8K
|
242
$12.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
170+ 1.05% |
$8.52K - $9.01K
|
16.4K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
168+ 1.23% |
$8.42K - $8.9K
|
13.8K
$740K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$1.5K - $1.59K
|
4.06K
$217K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28+ 0.43% |
$1.4K - $1.48K
|
6.59K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.71% |
$601 - $636
|
1.71K
$91.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.67% |
$351 - $371
|
1.05K
$56.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-294- 28.46% |
$14.7K - $15.6K
|
739
$39.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-592- 32.02% |
$29.7K - $31.4K
|
1.26K
$67.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-919- 5.63% |
$46K - $48.7K
|
15.4K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-933- 16.77% |
$46.7K - $49.4K
|
4.63K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.14K- 1.4% |
$57.3K - $60.6K
|
80.8K
$4.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.75K- 4.6% |
$87.7K - $92.8K
|
36.3K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.85K- 24.93% |
$92.4K - $97.8K
|
5.56K
$297K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.87K- 5.53% |
$194K - $205K
|
66.1K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 64.46% |
$200K - $212K
|
2.21K
$118K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.85K- 17.81% |
$243K - $257K
|
22.4K
$1.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.06K- 85.53% |
$253K - $268K
|
856
$45.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.18K- 41.76% |
$260K - $274K
|
7.23K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.85K- 15.26% |
$293K - $310K
|
32.5K
$1.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-7.03K- 28.06% |
$352K - $373K
|
18K
$964K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-7.22K- 32.58% |
$362K - $383K
|
14.9K
$799K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.68KClosed |
$435K - $460K
|
0
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.72K- 48.58% |
$487K - $515K
|
10.3K
$550K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-9.81K- 28.05% |
$491K - $520K
|
25.2K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.5K- 35.37% |
$828K - $876K
|
30.2K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18K- 34.19% |
$903K - $955K
|
34.7K
$1.85M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.3K- 78.62% |
$1.32M - $1.39M
|
7.16K
$383K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-36.2K- 57.8% |
$1.81M - $1.92M
|
26.4K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.4K- 84.2% |
$2.07M - $2.19M
|
7.77K
$415K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-69.3K- 84.87% |
$3.47M - $3.67M
|
12.4K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.42M- 96.1% |
$71M - $75.1M
|
57.5K
$3.07M
|