Latest Institutional Transactions on Ishares New York Muni Bond ETF (NYF)
This table provides information on the latest institutional transactions involving Ishares New York Muni Bond ETF (NYF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.7K+ 25.27% |
$1.25M - $1.29M
|
117K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 7.99% |
$21.1K - $21.7K
|
4.61K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.13K+ 30.69% |
$165K - $170K
|
13.3K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.1K+ 81.02% |
$1.69M - $1.74M
|
71.6K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.71K+ 6.27% |
$355K - $365K
|
114K
$6.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36.1K+ 4.61% |
$1.91M - $1.96M
|
820K
$43.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
57+ 1.03% |
$3.01K - $3.1K
|
5.57K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.8KNew |
$254K - $261K
|
4.8K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 30.7% |
$782K - $804K
|
63K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.52K+ 94.8% |
$186K - $191K
|
7.23K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
38.8K+ 11.65% |
$2.05M - $2.11M
|
372K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.78K+ 14.03% |
$147K - $151K
|
22.6K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 41.67% |
$1.06K - $1.09K
|
28
$1.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$52.9 - $54.3
|
2.22K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
312New |
$16.5K - $17K
|
312
$16.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.02K+ 2.48% |
$107K - $110K
|
83.6K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 32.56% |
$951K - $978K
|
37.3K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
10.7K+ 11.01% |
$566K - $582K
|
108K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-560- 14.1% |
$29.6K - $30.4K
|
3.41K
$182K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.64K- 1.83% |
$404K - $415K
|
410K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 21.16% |
$66K - $67.8K
|
7.15K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$52.9 - $54.3
|
1
$53.4
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
235+ 2.74% |
$12.4K - $12.8K
|
8.82K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.6K+ 5.52% |
$879K - $904K
|
318K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
685+ 11.9% |
$36.2K - $37.2K
|
6.44K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 10.62% |
$89.2K - $91.7K
|
14.2K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.3K+ 19.77% |
$543K - $558K
|
62.3K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
169+ 3.47% |
$8.93K - $9.18K
|
5.03K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-150- 6.92% |
$7.93K - $8.15K
|
2.02K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11.4KNew |
$602K - $619K
|
11.4K
$609K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.51K+ 11.9% |
$133K - $136K
|
23.6K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.55K- 12.13% |
$241K - $247K
|
33K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.18K+ 7.78% |
$168K - $173K
|
44.1K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.1KNew |
$850K - $874K
|
16.1K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
325+ 3.63% |
$17.2K - $17.7K
|
9.28K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 0.65% |
$1K - $1.03K
|
2.96K
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
14.5KNew |
$764K - $786K
|
14.5K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
236+ 4.0% |
$12.5K - $12.8K
|
6.14K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6K+ 129.1% |
$772K - $793K
|
25.9K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11KNew |
$583K - $599K
|
11K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-754- 3.61% |
$39.8K - $41K
|
20.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
79+ 0.47% |
$4.18K - $4.29K
|
17K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
765+ 20.17% |
$40.4K - $41.6K
|
4.56K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
23.4K+ 11.9% |
$1.24M - $1.27M
|
220K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 5.68% |
$2.22K - $2.28K
|
697
$37.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.72K+ 12.41% |
$90.7K - $93.3K
|
15.6K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
74+ 0.94% |
$3.91K - $4.02K
|
7.97K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.69K+ 8.89% |
$142K - $146K
|
33K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.66KNew |
$299K - $308K
|
5.66K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-18.1K- 11.07% |
$958K - $985K
|
146K
$7.78M
|