Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
41+ 0.25% |
$2.17K - $2.23K
|
16.2K
$852K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
40+ 0.73% |
$2.11K - $2.17K
|
5.5K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 0.65% |
$1K - $1.03K
|
2.96K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15+ 0.14% |
$793 - $815
|
10.9K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12+ 0.2% |
$634 - $652
|
5.95K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$52.9 - $54.3
|
1
$52.6
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$52.9 - $54.3
|
2.22K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-16- 0.08% |
$846 - $869
|
20.8K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 41.67% |
$1.06K - $1.09K
|
28
$1.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 5.68% |
$2.22K - $2.28K
|
697
$36.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-85- 0.31% |
$4.49K - $4.62K
|
27.3K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-150- 6.92% |
$7.93K - $8.15K
|
2.02K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 7.99% |
$21.1K - $21.7K
|
4.61K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-513- 3.64% |
$27.1K - $27.9K
|
13.6K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-560- 14.1% |
$29.6K - $30.4K
|
3.41K
$180K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-597- 2.82% |
$31.6K - $32.4K
|
20.5K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-705- 9.91% |
$37.3K - $38.3K
|
6.41K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-754- 3.61% |
$39.8K - $41K
|
20.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-774- 4.47% |
$40.9K - $42.1K
|
16.5K
$870K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1K- 9.05% |
$52.9K - $54.3K
|
10.1K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.44K- 9.43% |
$76.3K - $78.4K
|
13.9K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 10.62% |
$89.2K - $91.7K
|
14.2K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.76K- 1.29% |
$93K - $95.6K
|
134K
$7.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.89K- 6.43% |
$99.9K - $103K
|
27.5K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.41K- 5.95% |
$127K - $131K
|
38.1K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.6K- 18.78% |
$138K - $141K
|
11.3K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.75K- 26.75% |
$145K - $149K
|
7.52K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.09K- 23.55% |
$163K - $168K
|
10K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.55K- 12.13% |
$241K - $247K
|
33K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.18K- 52.67% |
$274K - $281K
|
4.65K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.64K- 1.83% |
$404K - $415K
|
410K
$21.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-7.73K- 47.79% |
$409K - $420K
|
8.45K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.1K- 9.29% |
$428K - $440K
|
79K
$4.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.04K- 2.59% |
$478K - $491K
|
341K
$17.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14.5K- 74.52% |
$766K - $787K
|
4.95K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 32.56% |
$951K - $978K
|
37.3K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-18.1K- 11.07% |
$958K - $985K
|
146K
$7.66M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-106K- 19.91% |
$5.62M - $5.78M
|
428K
$22.5M
|