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
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.76K+ 5.78% |
$139K - $150K
|
50.5K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.37K+ 52.41% |
$119K - $129K
|
6.9K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.31K+ 28.46% |
$116K - $125K
|
10.4K
$557K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.16KNew |
$108K - $117K
|
2.16K
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.99K+ 13.85% |
$99.9K - $108K
|
16.3K
$874K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.96K+ 11.21% |
$98.5K - $106K
|
19.4K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.82KNew |
$91.4K - $98.7K
|
1.82K
$97.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
853New |
$42.8K - $46.3K
|
853
$45.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
565+ 3.53% |
$28.4K - $30.7K
|
16.6K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
526+ 6.08% |
$26.4K - $28.5K
|
9.18K
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500+ 24.94% |
$25.1K - $27.1K
|
2.51K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$25.1K - $27.1K
|
500
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
408New |
$20.5K - $22.1K
|
408
$21.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
132+ 0.65% |
$6.63K - $7.16K
|
20.3K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
89+ 2.11% |
$4.47K - $4.83K
|
4.3K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
86+ 0.81% |
$4.32K - $4.67K
|
10.7K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
73+ 0.87% |
$3.67K - $3.96K
|
8.43K
$451K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60+ 0.87% |
$3.01K - $3.26K
|
6.94K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$3.01K - $3.26K
|
60
$3.21K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
47+ 0.61% |
$2.36K - $2.55K
|
7.77K
$416K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$2.11K - $2.28K
|
42
$2.24K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 0.87% |
$753 - $814
|
1.75K
$93.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.81% |
$352 - $380
|
876
$46.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5+ 0.07% |
$251 - $271
|
7.51K
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30- 0.56% |
$1.51K - $1.63K
|
5.29K
$282K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-110- 19.43% |
$5.53K - $5.97K
|
456
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-207- 1.53% |
$10.4K - $11.2K
|
13.4K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-221- 3.78% |
$11.1K - $12K
|
5.63K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-273- 0.6% |
$13.7K - $14.8K
|
44.9K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-290- 1.71% |
$14.6K - $15.7K
|
16.6K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-353- 1.7% |
$17.7K - $19.2K
|
20.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 6.02% |
$20.1K - $21.7K
|
6.25K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-407- 9.25% |
$20.4K - $22.1K
|
3.99K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-490- 3.71% |
$24.6K - $26.6K
|
12.7K
$679K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-766- 5.39% |
$38.5K - $41.6K
|
13.5K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-829- 0.91% |
$41.6K - $45K
|
89.9K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.07K- 6.6% |
$53.8K - $58.1K
|
15.1K
$810K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.11K- 23.37% |
$55.8K - $60.2K
|
3.64K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.18K- 18.37% |
$59.2K - $63.9K
|
5.24K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.23K- 5.56% |
$61.8K - $66.7K
|
20.9K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.45K- 1.27% |
$72.8K - $78.7K
|
113K
$6.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.49K- 3.15% |
$74.7K - $80.7K
|
45.8K
$2.45M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.86K- 29.77% |
$93.4K - $101K
|
4.39K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.94K- 3.74% |
$97.2K - $105K
|
49.8K
$2.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 9.98% |
$131K - $141K
|
23.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.93K- 12.92% |
$147K - $159K
|
19.7K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.67K- 2.85% |
$184K - $199K
|
125K
$6.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.21KClosed |
$211K - $228K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.52K- 16.5% |
$227K - $245K
|
22.9K
$1.22M
|