Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
915K+ 307.73% |
$45.9M - $49.6M
|
1.21M
$64.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
197K+ 1925.77% |
$9.9M - $10.7M
|
207K
$11.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
168KNew |
$8.45M - $9.13M
|
168K
$8.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
104KNew |
$5.23M - $5.64M
|
104K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65K+ 15.71% |
$3.26M - $3.53M
|
479K
$25.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
63.1KNew |
$3.17M - $3.42M
|
63.1K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.6K+ 155.08% |
$3.14M - $3.39M
|
103K
$5.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
41.3KNew |
$2.07M - $2.24M
|
41.3K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
35.6KNew |
$1.79M - $1.93M
|
35.6K
$1.9M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
24.1KNew |
$1.21M - $1.31M
|
24.1K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
18.4K+ 13.72% |
$923K - $997K
|
152K
$8.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
18.3K+ 57.85% |
$919K - $992K
|
49.9K
$2.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
17.4K+ 57.08% |
$873K - $943K
|
47.8K
$2.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$844K - $912K
|
16.8K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 8.4% |
$716K - $774K
|
184K
$9.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$612K - $661K
|
12.2K
$651K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10KNew |
$502K - $542K
|
10K
$534K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.65K+ 5.54% |
$485K - $523K
|
184K
$9.83M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.43K+ 63.31% |
$474K - $512K
|
24.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.98K+ 308.94% |
$451K - $487K
|
11.9K
$635K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.39KNew |
$421K - $455K
|
8.39K
$448K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.28KNew |
$416K - $449K
|
8.28K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 24.31% |
$386K - $417K
|
39.3K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.44K+ 2.73% |
$374K - $404K
|
280K
$15M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.34K+ 141.06% |
$368K - $398K
|
12.5K
$670K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.2K+ 3.09% |
$362K - $391K
|
240K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.16K+ 14.29% |
$360K - $388K
|
57.3K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.82KNew |
$343K - $370K
|
6.82K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.5KNew |
$326K - $352K
|
6.5K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.28KNew |
$315K - $341K
|
6.28K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.86KNew |
$294K - $318K
|
5.86K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.49K+ 52.56% |
$276K - $298K
|
15.9K
$852K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.99K+ 19.16% |
$251K - $271K
|
31.1K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4.93KNew |
$247K - $267K
|
4.93K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.87K+ 1.37% |
$244K - $264K
|
361K
$19.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.8KNew |
$241K - $260K
|
4.8K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 3.1% |
$224K - $242K
|
149K
$7.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.39KNew |
$220K - $238K
|
4.39K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.3K+ 23.09% |
$216K - $233K
|
22.9K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
4.18K+ 4.93% |
$210K - $227K
|
89K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.14K+ 64.94% |
$208K - $224K
|
10.5K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.13K+ 4.61% |
$208K - $224K
|
93.7K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4KNew |
$201K - $217K
|
4K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.93K+ 21.0% |
$198K - $213K
|
22.7K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.92KNew |
$197K - $212K
|
3.92K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
3.8KNew |
$191K - $206K
|
3.8K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.41K+ 7.39% |
$171K - $185K
|
49.6K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.2K+ 14.49% |
$161K - $173K
|
25.3K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.18K+ 0.98% |
$160K - $172K
|
326K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.17K+ 26.33% |
$159K - $172K
|
15.2K
$813K
|