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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 7.13% |
$25.8K - $27.2K
|
7.51K
$388K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3.75KClosed |
$194K - $204K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.85KNew |
$199K - $209K
|
3.85K
$199K
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.9K- 6.21% |
$201K - $212K
|
58.9K
$3.04M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
12+ 1.05% |
$652 - $695
|
1.15K
$59.5K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5KNew |
$272K - $290K
|
5K
$258K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.93KClosed |
$213K - $227K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
200+ 10.15% |
$10.9K - $11.6K
|
2.17K
$112K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-125KClosed |
$6.82M - $7.26M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
276New |
$15K - $16K
|
276
$14.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.77KClosed |
$205K - $219K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.59KClosed |
$249K - $266K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 21.88% |
$57.6K - $58.1K
|
3.57K
$184K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.26KNew |
$418K - $422K
|
7.26K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$57.6 - $58.1
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-343- 7.45% |
$19.7K - $19.9K
|
4.26K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-445Closed |
$25.6K - $25.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.8KClosed |
$161K - $163K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$402K - $406K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.2KClosed |
$357K - $360K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-400Closed |
$23.1K - $23.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3KNew |
$74.6K - $75.9K
|
1.3K
$66.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.69KClosed |
$155K - $158K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
36.9KNew |
$2.13M - $2.17M
|
36.9K
$1.91M
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-3.85KClosed |
$222K - $226K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-8.46KClosed |
$488K - $496K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.68KClosed |
$154K - $157K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$653K - $668K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$993K - $1.01M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-290Closed |
$16.6K - $17K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-434Closed |
$24.9K - $25.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-774Closed |
$44.4K - $45.4K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.32KClosed |
$190K - $195K
|
0
$0
|
|
|
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
$215K
|
|
|
Feb 12, 2021
Q4 2020
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.5KClosed |
$200K - $204K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-4.32KClosed |
$246K - $252K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$88.4K - $90.4K
|
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
|
|
| 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
$380K
|
|
|
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
|
|