Who owns iShares S&P AMT-Fr Mncpl Bnd Fd?
- Ticker: NYF
- CUSIP Number: 464288323
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Analyze quarterly positions in iShares S&P AMT-Fr Mncpl Bnd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P AMT-Fr Mncpl Bnd Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Tiaa Trust, National Association | 759k | $41M | 6% | Jun 2024 |
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High Probability Advisors | 534k | $29M | 100% | Sep 2024 |
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Hsbc Holdings | 485k | $26M | 74% | Jun 2024 |
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Bank of America Corporation | 483k | $26M | 4% | Sep 2024 |
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Morgan Stanley | 465k | $25M | 2% | Jun 2024 |
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HighTower Advisors | 410k | $22M | 490% | Jun 2024 |
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Adviser Investments | 350k | $19M | 4% | Sep 2024 |
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Facet Wealth | 333k | $18M | 58% | Sep 2024 |
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Alesco Advisors | 301k | $16M | 11% | Sep 2024 |
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Miracle Mile Advisors | 295k | $16M | 18% | Sep 2024 |
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Mariner Wealth Advisors | 201k | $11M | 1% | Sep 2024 |
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Klingman & Associates | 197k | $11M | 11% | Sep 2024 |
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Envestnet Asset Management | 180k | $9.8M | 6% | Sep 2024 |
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Opal Wealth Advisors | 164k | $8.9M | -1% | Sep 2024 |
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Myecfo | 136k | $7.4M | 4% | Sep 2024 |
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Taylor, Cottrill, Erickson & Associates | 113k | $6.1M | -15% | Sep 2024 |
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LPL Financial | 107k | $5.8M | 3% | Sep 2024 |
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Francis Financial | 106k | $5.8M | 7% | Sep 2024 |
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NBT Bank | 97k | $5.3M | -1% | Sep 2024 |
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Jpmorgan Chase & Co | 94k | $5.1M | 11% | Sep 2024 |
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Cetera Investment Advisers | 94k | $5.0M | 7% | Jun 2024 |
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Arrow Financial Corp. | 89k | $4.8M | 6% | Sep 2024 |
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James J. Burns & Company | 87k | $4.7M | 7% | Sep 2024 |
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Altfest L J & Co | 82k | $4.4M | -26% | Sep 2024 |
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Cascade Financial Partners | 59k | $3.2M | 0% | Sep 2024 |
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Alliancebernstein | 57k | $3.0M | 9% | Jun 2024 |
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Advisor Group Holdings | 55k | $3.0M | 6% | Sep 2024 |
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Assetmark | 52k | $2.8M | 3% | Sep 2024 |
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Eagle Ridge Investment Management | 49k | $2.6M | 9% | Sep 2024 |
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Commonwealth Equity Services | 48k | $2.6M | -23% | Sep 2024 |
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Wedmont Private Capital | 46k | $2.5M | -1% | Sep 2024 |
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Wells Fargo & Company | 44k | $2.4M | 12% | Sep 2024 |
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Hennion & Walsh Asset Management | 42k | $2.3M | 70% | Sep 2024 |
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Durante & Waters | 41k | $2.2M | 5% | Sep 2024 |
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Level Financial Advisors | 41k | $2.2M | 2% | Sep 2024 |
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Bailard | 38k | $2.0M | 24% | Sep 2024 |
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NewEdge Wealth | 37k | $2.0M | 3% | Sep 2024 |
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Hanson McClain Advisors | 30k | $1.6M | 0% | Sep 2024 |
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JNB Advisors | 29k | $1.6M | 100% | Sep 2024 |
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Colony | 28k | $1.5M | 100% | Sep 2024 |
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Buckingham Asset Management | 28k | $1.5M | 100% | Jun 2024 |
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SOA Wealth Advisors | 27k | $1.5M | 46% | Sep 2024 |
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Mml Investors Services | 27k | $1.4M | 20% | Sep 2024 |
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Creative Planning | 23k | $1.2M | -14% | Sep 2024 |
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Revolve Wealth Partners | 22k | $1.2M | 10% | Sep 2024 |
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Goldman Sachs Group | 21k | $1.1M | 41% | Jun 2024 |
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Conrad Siegel Investment Advisors | 21k | $1.1M | 0% | Sep 2024 |
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Proffitt & Goodson | 21k | $1.1M | 3% | Sep 2024 |
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Atria Wealth Solutions | 21k | $1.1M | 3% | Sep 2024 |
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Farrell Financial | 21k | $1.1M | 1% | Sep 2024 |
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Magnus Financial Group | 20k | $1.1M | 21% | Sep 2024 |
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Wealth Enhancement Advisory Services | 20k | $1.1M | -1% | Jun 2024 |
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CI Private Wealth | 20k | $1.1M | 15% | Sep 2024 |
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Chicago Partners Investment | 20k | $1.1M | 1% | Sep 2024 |
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WNY Asset Management | 19k | $1.1M | 0% | Sep 2024 |
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Lido Advisors | 18k | $980k | 0% | Jun 2024 |
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Cambridge Investment Research Advisors | 17k | $940k | -16% | Sep 2024 |
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Private Advisor | 17k | $920k | 0% | Sep 2024 |
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Stratos Wealth Advisors | 17k | $913k | 0% | Sep 2024 |
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Kades & Cheifetz | 16k | $877k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 16k | $848k | -5% | Jun 2024 |
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Calamos Wealth Management | 15k | $831k | -4% | Sep 2024 |
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Etfidea | 15k | $791k | -1% | Sep 2024 |
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Luther King Capital Management Corporation | 14k | $753k | 0% | Sep 2024 |
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Manhattan West Asset Management | 14k | $753k | 4% | Sep 2024 |
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Signature Securities Group Corporation | 14k | $752k | 2% | Sep 2024 |
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Stifel Financial | 13k | $706k | 0% | Jun 2024 |
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McNamara Financial Services | 13k | $712k | 0% | Sep 2024 |
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Mercer Global Advisors | 13k | $690k | -1% | Jun 2024 |
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Citizens Business Bank | 13k | $700k | 0% | Sep 2024 |
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NDWM | 13k | $684k | 0% | Sep 2024 |
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EP Wealth Advisors | 13k | $681k | -2% | Sep 2024 |
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Rockbridge Investment Management, LCC | 12k | $673k | 0% | Sep 2024 |
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Astoria Strategic Wealth | 12k | $671k | 100% | Sep 2024 |
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Bank of New York Mellon | 12k | $654k | 43% | Sep 2024 |
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Atomi Financial Group | 12k | $640k | -6% | Sep 2024 |
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Citigroup | 12k | $629k | 1% | Sep 2024 |
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Sontag Advisory | 11k | $615k | 11% | Sep 2024 |
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Hudson Valley Investment Advisors | 11k | $600k | 8% | Sep 2024 |
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Paradigm Financial Partners | 11k | $583k | 100% | Sep 2024 |
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Wealthfront Advisers | 11k | $569k | -8% | Sep 2024 |
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Independent Wealth Network | 10k | $558k | -5% | Sep 2024 |
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Sei Investments | 10k | $554k | 102% | Sep 2024 |
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Orion Portfolio Solutions | 10k | $549k | 22% | Sep 2024 |
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Israel Discount Bank of New York | 10k | $543k | 0% | Sep 2024 |
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Resources Investment Advisors | 9.8k | $534k | -10% | Sep 2024 |
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HPM Partners | 9.4k | $509k | 2% | Sep 2024 |
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Sutton Place Investors | 9.2k | $499k | -9% | Sep 2024 |
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Whitney & Company | 9.0k | $487k | -9% | Sep 2024 |
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Bell Investment Advisors | 8.6k | $466k | 1% | Sep 2024 |
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Ashton Thomas Securities | 8.6k | $465k | 100% | Sep 2024 |
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GAMMA Investing | 8.4k | $456k | 0% | Sep 2024 |
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Grimes & Company | 8.3k | $448k | 0% | Sep 2024 |
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Wsfs Capital Management | 7.9k | $429k | 0% | Sep 2024 |
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Crestwood Advisors | 7.5k | $409k | 77% | Sep 2024 |
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D. J. St. Germain | 7.3k | $399k | 0% | Sep 2024 |
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Breakwater Capital Group | 7.1k | $386k | -12% | Sep 2024 |
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Raymond James & Associates | 7.1k | $384k | 1% | Sep 2024 |
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North Star Investment Management | 7.1k | $383k | -2% | Sep 2024 |
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Royal Bank of Canada | 6.9k | $377k | -1% | Sep 2024 |
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Merriman Wealth Management | 6.4k | $350k | -2% | Sep 2024 |
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Raymond James Financial Services Advisors | 6.4k | $347k | 0% | Sep 2024 |
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Boston Standard Wealth Management | 6.4k | $346k | 0% | Sep 2024 |
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Relyea Zuckerberg Hanson | 6.2k | $339k | 0% | Sep 2024 |
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MBL Wealth | 6.2k | $331k | 0% | Jun 2024 |
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Perigon Wealth Management | 6.2k | $334k | 100% | Sep 2024 |
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Eagle Rock Investment Company | 6.0k | $326k | 50% | Sep 2024 |
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Northeast Financial Group | 5.9k | $323k | 2% | Sep 2024 |
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Wealth Alliance | 5.9k | $321k | -1% | Sep 2024 |
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H D Vest Advisory Services | 5.9k | $314k | 4% | Jun 2024 |
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Fidelis Capital Partners | 5.8k | $307k | 0% | Sep 2024 |
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Financial Engines Advisors L.L.C | 5.5k | $300k | -6% | Sep 2024 |
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New Century Financial Group | 5.5k | $297k | 7% | Sep 2024 |
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AllSquare Wealth Management | 5.2k | $280k | 0% | Jun 2024 |
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Elevatus Welath Management | 5.2k | $277k | -31% | Jun 2024 |
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Integrated Wealth Concepts | 5.1k | $276k | 1% | Sep 2024 |
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American Investment Services | 4.9k | $263k | 0% | Jun 2024 |
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CNB Bank | 4.9k | $266k | 0% | Sep 2024 |
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Atria Investments | 4.9k | $264k | -1% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 4.5k | $243k | -11% | Sep 2024 |
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Meritage Portfolio Management | 4.0k | $218k | 0% | Sep 2024 |
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Massmutual Trust | 4.0k | $217k | 0% | Sep 2024 |
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J. W. Coons Advisors | 4.0k | $217k | 0% | Sep 2024 |
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Tortoise Investment Management | 4.0k | $216k | 10% | Sep 2024 |
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Seven Mile Advisory | 3.9k | $209k | 0% | Jun 2024 |
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Lifeworks Advisors | 3.9k | $212k | 100% | Sep 2024 |
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Armstrong Advisory Group | 3.8k | $207k | 1% | Sep 2024 |
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Middleton & Company | 3.8k | $207k | 0% | Sep 2024 |
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Cypress Financial Planning | 3.7k | $202k | 100% | Sep 2024 |
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Kestra Advisory Services | 3.7k | $202k | -25% | Sep 2024 |
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Nemes Rush Group | 3.1k | $167k | 0% | Jun 2024 |
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O'shaughnessy Asset Management | 3.1k | $165k | -62% | Sep 2024 |
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Atlantic Edge Private Wealth Management | 2.9k | $158k | 0% | Sep 2024 |
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CWM | 2.8k | $152k | 0% | Sep 2024 |
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Private Trust Co Na | 2.2k | $120k | 100% | Jun 2024 |
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Creative Financial Designs | 2.2k | $121k | 0% | Sep 2024 |
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IFP Advisors | 2.2k | $117k | 1% | Jun 2024 |
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Whittier Trust Co. of Nevada | 1.5k | $80k | 0% | Sep 2024 |
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Global Retirement Partners | 739.00 | $40k | 0% | Sep 2024 |
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Parallel Advisors | 48.00 | $2.6k | -28% | Sep 2024 |
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Pnc Financial Services | 34.00 | $1.8k | 100% | Sep 2024 |
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Who sold out of iShares S&P AMT-Fr Mncpl Bnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 11k | $600k |
Carl P. Sherr & Co | Mar 2024 | 4.8k | $258k |
Lynx Investment Advisory | Jun 2024 | 2.8k | $148k |
Jones Financial Companies, L.L | Mar 2024 | 2.7k | $148k |
Family Firm | Jun 2024 | 396.00 | $21k |
Coastal Investment Advisors | Jun 2024 | 307.00 | $16k |
Kelly Financial Services | Jun 2024 | 252.00 | $14k |
Capital Investment Advisory Services | Jun 2024 | 50.00 | $2.7k |
Atlantic Trust | Jun 2024 | 47.00 | $2.5k |