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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-65Closed |
$3.73K - $3.81K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1KClosed |
$57K - $58.3K
|
0
$0
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.16KNew |
$237K - $243K
|
4.16K
$222K
|
|
|
Feb 12, 2021
Q4 2020
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.5KClosed |
$200K - $204K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$88.4K - $90.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-4.32KClosed |
$246K - $252K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1KClosed |
$57K - $58.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-11.6KClosed |
$667K - $677K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5.34KClosed |
$306K - $311K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
850New |
$48.8K - $49.5K
|
850
$45.4K
|
|
| Q2 2020 | |||||||
|
Apr 19, 2024
Q2 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.52KClosed |
$302K - $317K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-154- 2.05% |
$8.43K - $8.86K
|
7.37K
$394K
|
|
|
Aug 12, 2020
Q2 2020
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-6.6KClosed |
$361K - $380K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.18KClosed |
$229K - $241K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.2KClosed |
$285K - $299K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7.01KClosed |
$384K - $403K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.13KClosed |
$390K - $410K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143Closed |
$7.83K - $8.23K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
SELL
|
- |
-3.76KClosed |
$206K - $217K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.63KClosed |
$82.8K - $95.3K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.75KClosed |
$191K - $219K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.2KClosed |
$124K - $126K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.5K+ 30.97% |
$198K - $203K
|
14.8K
$791K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-800Closed |
$43.8K - $44.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-8.94KClosed |
$489K - $501K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-26.8KClosed |
$1.43M - $1.47M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-4.46KClosed |
$239K - $244K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-75Closed |
$4.01K - $4.11K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 16, 2018
Q3 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.82KClosed |
$424K - $429K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Sep 25, 2018
Q1 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-200Closed |
$10.9K - $11.1K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.44KClosed |
$78.6K - $80.2K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$55.3 - $56.2
|
2
$107
|
|
|
Feb 06, 2018
Q4 2017
|
Fusion Family Wealth LLC
|
SELL
|
- |
-46Closed |
$2.54K - $2.59K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Baldwin Brothers LLC
|
SELL
|
- |
-350Closed |
$19.4K - $19.7K
|
0
$0
|
|