Purchases and Sales Made in Q4 2024 in Ishares New York Muni Bond ETF (NYF)
This table provides information about the institutional ownership of Ishares New York Muni Bond ETF (NYF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES NEW YORK MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
4.11KNew |
$217K - $223K
|
4.11K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.07K+ 20.07% |
$215K - $221K
|
24.3K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4KNew |
$211K - $217K
|
4K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.79KNew |
$201K - $206K
|
3.79K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.52K+ 94.8% |
$186K - $191K
|
7.23K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.46KNew |
$183K - $188K
|
3.46K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.18K+ 7.78% |
$168K - $173K
|
44.1K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.13K+ 30.69% |
$165K - $170K
|
13.3K
$705K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.78K+ 14.03% |
$147K - $151K
|
22.6K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.69K+ 8.89% |
$142K - $146K
|
33K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.6K+ 41.67% |
$138K - $141K
|
8.85K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.51K+ 11.9% |
$133K - $136K
|
23.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 3.54% |
$122K - $126K
|
67.7K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.02K+ 2.48% |
$107K - $110K
|
83.6K
$4.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2K+ 16.16% |
$106K - $109K
|
14.4K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.85K+ 28.03% |
$97.8K - $101K
|
8.45K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.79K+ 13.89% |
$94.6K - $97.3K
|
14.7K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.72K+ 12.41% |
$90.7K - $93.3K
|
15.6K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.66K+ 1.87% |
$87.6K - $90K
|
90.3K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.46K+ 5.48% |
$76.9K - $79.1K
|
28K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27KNew |
$67.2K - $69.1K
|
1.27K
$67.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 21.16% |
$66K - $67.8K
|
7.15K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 5.09% |
$58.6K - $60.3K
|
22.9K
$1.21M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
832+ 3.2% |
$44K - $45.2K
|
26.8K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
765+ 20.17% |
$40.4K - $41.6K
|
4.56K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
751+ 23.98% |
$39.7K - $40.8K
|
3.88K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
729+ 1.5% |
$38.5K - $39.6K
|
49.4K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
685+ 11.9% |
$36.2K - $37.2K
|
6.44K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
630+ 5.44% |
$33.3K - $34.2K
|
12.2K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500+ 13.15% |
$26.4K - $27.2K
|
4.3K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
430New |
$22.7K - $23.4K
|
430
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
328+ 0.18% |
$17.3K - $17.8K
|
180K
$9.56M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
325+ 3.63% |
$17.2K - $17.7K
|
9.28K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
312New |
$16.5K - $17K
|
312
$16.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300+ 6.13% |
$15.9K - $16.3K
|
5.2K
$275K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
262+ 3.12% |
$13.8K - $14.2K
|
8.65K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
236+ 4.0% |
$12.5K - $12.8K
|
6.14K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
235+ 2.74% |
$12.4K - $12.8K
|
8.82K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
169+ 3.47% |
$8.93K - $9.18K
|
5.03K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
158+ 2.48% |
$8.35K - $8.59K
|
6.53K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
139+ 0.7% |
$7.35K - $7.55K
|
19.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
82+ 1.27% |
$4.33K - $4.46K
|
6.53K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
79+ 0.47% |
$4.18K - $4.29K
|
17K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78+ 1.14% |
$4.12K - $4.24K
|
6.94K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
74+ 0.94% |
$3.91K - $4.02K
|
7.97K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
69+ 0.15% |
$3.65K - $3.75K
|
46.5K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
57+ 1.03% |
$3.01K - $3.1K
|
5.57K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
49+ 0.53% |
$2.59K - $2.66K
|
9.23K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 0.93% |
$2.48K - $2.55K
|
5.13K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
41+ 0.25% |
$2.17K - $2.23K
|
16.2K
$857K
|