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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.5K- 35.03% |
$276K - $298K
|
10.2K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.94K- 29.86% |
$298K - $322K
|
14K
$746K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.51K- 52.09% |
$327K - $353K
|
5.99K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.71K- 24.16% |
$337K - $364K
|
21.1K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7.84K- 37.89% |
$394K - $425K
|
12.8K
$687K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7.89K- 44.37% |
$396K - $428K
|
9.89K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.06K- 56.61% |
$405K - $437K
|
6.18K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-10.4K- 13.67% |
$521K - $563K
|
65.5K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-10.8K- 39.94% |
$541K - $584K
|
16.2K
$865K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15.5K- 67.84% |
$777K - $840K
|
7.34K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 19.94% |
$862K - $931K
|
68.9K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-17.7K- 54.02% |
$889K - $960K
|
15.1K
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.9K- 75.77% |
$948K - $1.02M
|
6.03K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 54.99% |
$1.1M - $1.18M
|
17.9K
$954K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-23.6K- 63.07% |
$1.19M - $1.28M
|
13.8K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.8K- 37.91% |
$2.5M - $2.7M
|
81.6K
$4.36M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 22.39% |
$5.23M - $5.65M
|
361K
$19.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-312K- 93.44% |
$15.7M - $16.9M
|
21.9K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.17M- 62.41% |
$58.9M - $63.6M
|
707K
$37.8M
|