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Get Institutions for : 
iShares S&P NY AMT-Free Municipal Bd (NYF)  
$53.61 0.07 (0.13%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    7
Total shares held : 
 7,334,868  
% of shares held : 
 88.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 6,422  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.70  
Last Quarter's Ending Price : 
 $54.09  
Last Quarter's Average Price : 
 $52.05  
Change from last quarter's     
avg. price to the last closing  : 
1.56 (3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 332,737
 4.54%
 
Increased Positions :
50
 1,502,687
 20.49%
 
Unchanged Positions :
21
 162,255
 2.21%
 
Decreased Positions :
43
-1,768,074
-24.11%
 
Closed Positions :
8
-60,928
-0.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Stratos Wealth Advisors LLC 349 - 2024-03-31 16,808 $904,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 298 - 2024-03-31 11,950 $643,000 0
   AJ WEALTH STRATEGIES LLC 165 - 2023-06-30 11,568 $616,000 0
   Orion Portfolio Solutions LLC 1311 - 2024-03-31 8,262 $445,000 0
   ST GERMAIN D J CO INC 216 - 2024-03-31 7,335 $395,000 0
   VALICENTI ADVISORY SERVICES INC 75 - 2024-03-31 6,675 $359,000 0
   MBL Wealth LLC 144 - 2024-03-31 6,200 $334,000 0
   AllSquare Wealth Management LLC 82 - 2024-03-31 5,236 $282,000 0
   Carl P. Sherr & Co. LLC 105 - 2024-03-31 4,800 $258,000 0
   DAVIDSON INVESTMENT ADVISORS 114 - 2023-12-31 4,181 $226,000 0
   J. W. Coons Advisors LLC 229 - 2024-03-31 4,000 $215,000 0
   SEVEN MILE ADVISORY 142 - 2024-03-31 3,917 $211,000 0
   CWM LLC 1640 - 2024-03-31 2,800 $151,000 0
   CNB Bank 179 - 2024-03-31 2,505 $135,000 0
   Nemes Rush Group LLC 227 - 2023-12-31 1,552 $84,000 0
   WHITTIER TRUST CO OF NEVADA INC 599 - 2024-03-31 1,476 $79,000 0
   ARMSTRONG ADVISORY GROUP INC 309 - 2024-03-31 1,158 $63,000 0
   Global Retirement Partners LLC 1485 - 2024-03-31 739 $40,000 0
   Signature Resources Capital Management LLC 135 - 2024-03-31 408 $22,000 0
   Parallel Advisors LLC 2663 - 2024-03-31 48 $3,000 0
   PROEQUITIES INC. 9791 - 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
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