Latest Institutional Purchases of Ishares New York Muni Bond ETF (NYF)
This list provides information on the latest institutional transactions involving Ishares New York Muni Bond ETF (NYF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
40+ 0.73% |
$2.11K - $2.17K
|
5.5K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$52.9 - $54.3
|
1
$53.5
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.15KNew |
$327K - $334K
|
6.15K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.91KNew |
$208K - $212K
|
3.91K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.72KNew |
$198K - $202K
|
3.72K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
166New |
$8.82K - $9.02K
|
166
$8.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49+ 0.7% |
$2.6K - $2.66K
|
7.06K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.38% |
$1.28K - $1.3K
|
6.39K
$342K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.1KNew |
$1.48M - $1.51M
|
28.1K
$1.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4KNew |
$211K - $214K
|
4K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$147K - $149K
|
2.78K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 22.38% |
$97.6K - $99.1K
|
10.1K
$541K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
396New |
$20.9K - $21.2K
|
396
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252New |
$13.3K - $13.5K
|
252
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47New |
$2.48K - $2.52K
|
47
$2.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.74% |
$686 - $697
|
1.77K
$94.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.66% |
$106 - $107
|
307
$16.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4KNew |
$984K - $996K
|
18.4K
$982K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.25KNew |
$442K - $448K
|
8.25K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$219K - $222K
|
4.09K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.02KNew |
$215K - $218K
|
4.02K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$156K - $157K
|
2.9K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 12.37% |
$135K - $137K
|
22.9K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
406+ 3.33% |
$21.8K - $22K
|
12.6K
$673K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
104KNew |
$5.23M - $5.64M
|
104K
$5.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$844K - $912K
|
16.8K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4.93KNew |
$247K - $267K
|
4.93K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.8KNew |
$241K - $260K
|
4.8K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4KNew |
$201K - $217K
|
4K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.92KNew |
$197K - $212K
|
3.92K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
853New |
$42.8K - $46.3K
|
853
$45.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$25.1K - $27.1K
|
500
$26.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
408New |
$20.5K - $22.1K
|
408
$21.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$2.11K - $2.28K
|
42
$2.25K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
861+ 64.06% |
$43.9K - $46.1K
|
2.21K
$118K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.17KNew |
$376K - $388K
|
7.17K
$383K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.1K+ 8.1% |
$215K - $222K
|
54.7K
$2.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.8KNew |
$147K - $152K
|
2.8K
$150K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
325+ 5.12% |
$17K - $17.6K
|
6.68K
$357K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.6KNew |
$1.33M - $1.38M
|
25.6K
$1.37M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.52KNew |
$392K - $405K
|
7.52K
$402K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
424+ 40.23% |
$22.1K - $22.8K
|
1.48K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15+ 0.23% |
$782 - $807
|
6.6K
$353K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$836K - $884K
|
16.7K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.9KNew |
$695K - $735K
|
13.9K
$742K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.6KNew |
$580K - $613K
|
11.6K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.67KNew |
$134K - $141K
|
2.67K
$143K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.48KNew |
$73.9K - $78.2K
|
1.48K
$79K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
301New |
$15.1K - $15.9K
|
301
$16.1K
|
|