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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-386- 10.39% |
$19.8K - $20.5K
|
3.33K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.83K- 8.37% |
$197K - $203K
|
41.9K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28- 0.18% |
$1.44K - $1.49K
|
15.6K
$833K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65+ 0.73% |
$3.33K - $3.45K
|
8.93K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.07K+ 26.37% |
$106K - $110K
|
9.94K
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.08KNew |
$260K - $269K
|
5.08K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
960+ 23.58% |
$49.2K - $50.9K
|
5.03K
$269K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-781- 9.75% |
$40.1K - $41.4K
|
7.23K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.79KNew |
$246K - $254K
|
4.79K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
90+ 28.85% |
$4.62K - $4.78K
|
402
$21.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-262- 5.04% |
$13.4K - $13.9K
|
4.94K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 26.82% |
$277K - $287K
|
25.6K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4K+ 66.67% |
$205K - $212K
|
10K
$535K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-350- 3.48% |
$18K - $18.6K
|
9.7K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-242- 3.3% |
$12.4K - $12.8K
|
7.09K
$379K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 19.35% |
$62.8K - $64.7K
|
5K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.1K+ 48.52% |
$215K - $221K
|
12.6K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.9KNew |
$518K - $534K
|
9.9K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1K- 1.69% |
$52.3K - $53.9K
|
58.2K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.39K+ 30.64% |
$230K - $237K
|
18.7K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.62KNew |
$503K - $519K
|
9.62K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
112New |
$5.86K - $6.04K
|
112
$5.99K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.14KNew |
$217K - $223K
|
4.14K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-200- 2.65% |
$10.5K - $10.8K
|
7.33K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
850+ 13.2% |
$44.5K - $45.8K
|
7.29K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148+ 1.58% |
$7.74K - $7.98K
|
9.52K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
130+ 2.79% |
$6.8K - $7.01K
|
4.78K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
305New |
$16K - $16.4K
|
305
$16.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
285+ 5.48% |
$14.9K - $15.4K
|
5.48K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$978K - $1.01M
|
18.7K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
4.45KNew |
$233K - $240K
|
4.45K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.71K- 26.62% |
$89.3K - $92K
|
4.7K
$252K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.29KNew |
$227K - $233K
|
4.29K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3KNew |
$227K - $233K
|
4.3K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.79K+ 13.89% |
$94.6K - $97.3K
|
14.7K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
430New |
$22.7K - $23.4K
|
430
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
4.11KNew |
$217K - $223K
|
4.11K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
82+ 1.27% |
$4.33K - $4.46K
|
6.53K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.21KNew |
$223K - $229K
|
4.21K
$225K
|
|
|
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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$52.9 - $54.3
|
1
$53.5
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11.4KNew |
$602K - $619K
|
11.4K
$610K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-150- 6.92% |
$7.93K - $8.15K
|
2.02K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 5.68% |
$2.22K - $2.28K
|
697
$37.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
729+ 1.5% |
$38.5K - $39.6K
|
49.4K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27KNew |
$67.2K - $69.1K
|
1.27K
$68K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
40+ 0.73% |
$2.11K - $2.17K
|
5.5K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4KNew |
$211K - $217K
|
4K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
41+ 0.25% |
$2.17K - $2.23K
|
16.2K
$866K
|
|