Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
35K+ 693.04% |
$1.86M - $1.88M
|
40K
$2.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
33.2K+ 213.96% |
$1.77M - $1.78M
|
48.7K
$2.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.7K+ 14.5% |
$568K - $574K
|
84.2K
$4.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
9.31KNew |
$496K - $501K
|
9.31K
$498K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
8.55K+ 10.9% |
$455K - $460K
|
87K
$4.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.28KNew |
$441K - $445K
|
8.28K
$443K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.08K+ 50.6% |
$324K - $327K
|
18.1K
$968K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.57K+ 11.8% |
$297K - $300K
|
52.8K
$2.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$287K - $290K
|
5.39K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$249K - $251K
|
4.67K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
4.04K+ 4.18% |
$215K - $217K
|
100K
$5.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.96KNew |
$211K - $213K
|
3.96K
$212K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.78KNew |
$201K - $204K
|
3.78K
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.77K+ 7.03% |
$94K - $95K
|
26.9K
$1.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.57K+ 2.73% |
$83.6K - $84.5K
|
59K
$3.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.34K+ 14.83% |
$71.2K - $72K
|
10.4K
$554K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.16K+ 9.2% |
$61.5K - $62.2K
|
13.7K
$734K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
983+ 22.4% |
$52.4K - $52.9K
|
5.37K
$287K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
718+ 2.49% |
$38.2K - $38.6K
|
29.5K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
386+ 5.55% |
$20.6K - $20.8K
|
7.34K
$392K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
320+ 3.53% |
$17K - $17.2K
|
9.39K
$502K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302+ 3.38% |
$16.1K - $16.3K
|
9.24K
$494K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
260+ 0.48% |
$13.8K - $14K
|
54.1K
$2.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
180+ 2.25% |
$9.59K - $9.69K
|
8.18K
$437K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
116+ 0.47% |
$6.18K - $6.24K
|
24.8K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83+ 0.98% |
$4.42K - $4.47K
|
8.58K
$459K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
78+ 0.53% |
$4.15K - $4.2K
|
14.9K
$796K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-279- 1.58% |
$14.9K - $15K
|
17.4K
$930K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-764- 9.92% |
$40.7K - $41.1K
|
6.94K
$371K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.3K- 1.8% |
$122K - $124K
|
125K
$6.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.59K- 4.26% |
$138K - $139K
|
58.1K
$3.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.68K- 15.83% |
$143K - $144K
|
14.2K
$762K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.16K- 5.63% |
$168K - $170K
|
53K
$2.84M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-39.2K- 47.23% |
$2.09M - $2.11M
|
43.8K
$2.34M
|
|