Purchases and Sales Made in Q1 2022 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q1 2022. The information is specifically focused on institutions that hold shares of VANECK INTERMEDIATE MUNI ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.52M+ 10280.23% |
$71.7M - $77.9M
|
1.54M
$70.5M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
406K+ 229.41% |
$19.1M - $20.8M
|
583K
$26.8M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
355K+ 800.46% |
$16.7M - $18.2M
|
399K
$18.3M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
162KNew |
$7.65M - $8.32M
|
162K
$7.45M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
131KNew |
$6.15M - $6.69M
|
131K
$6M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
62.6KNew |
$2.95M - $3.21M
|
62.6K
$2.87M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
59.5K+ 53.24% |
$2.8M - $3.05M
|
171K
$7.86M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.9K+ 20.11% |
$2.63M - $2.86M
|
334K
$15.3M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
52.8KNew |
$2.49M - $2.71M
|
52.8K
$2.42M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
49K+ 37.96% |
$2.31M - $2.51M
|
178K
$8.17M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.8K+ 6.45% |
$1.92M - $2.09M
|
673K
$30.9M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
21.5K+ 146.29% |
$1.01M - $1.1M
|
36.2K
$1.66M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 47.14% |
$942K - $1.02M
|
62.4K
$2.87M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
$924K - $1M
|
19.6K
$900K
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16.7KNew |
$788K - $857K
|
16.7K
$768K
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.5KNew |
$775K - $843K
|
16.5K
$755K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
16.4K+ 8.38% |
$773K - $840K
|
212K
$9.74M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.1K+ 16.29% |
$759K - $826K
|
115K
$5.28M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.7K+ 21.65% |
$741K - $806K
|
88.3K
$4.05M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.4K+ 698.82% |
$726K - $789K
|
17.6K
$808K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
14.3K+ 49.39% |
$673K - $732K
|
43.2K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.1KNew |
$667K - $725K
|
14.1K
$650K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$607K - $660K
|
12.9K
$591K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.94K+ 3.28% |
$469K - $509K
|
313K
$14.4M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.05K+ 30.03% |
$379K - $413K
|
34.9K
$1.6M
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
BUY
|
- |
6.97K+ 7.56% |
$328K - $357K
|
99.2K
$4.55M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.34KNew |
$299K - $325K
|
6.34K
$291K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5.27K+ 74.28% |
$249K - $270K
|
12.4K
$568K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.78K+ 3.15% |
$225K - $245K
|
157K
$7.19M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.65KNew |
$219K - $238K
|
4.65K
$214K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.42K+ 47.28% |
$208K - $227K
|
13.8K
$632K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.35KNew |
$205K - $223K
|
4.35K
$200K
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.87K+ 3.97% |
$182K - $198K
|
101K
$4.66M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.46K+ 20.79% |
$163K - $177K
|
20.1K
$923K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.5K+ 1.21% |
$118K - $128K
|
209K
$9.6M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.13K+ 15.16% |
$100K - $109K
|
16.1K
$741K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.67K+ 1.89% |
$78.8K - $85.7K
|
90K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.56KNew |
$73.5K - $79.9K
|
1.56K
$71.6K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 1382.61% |
$59.9K - $65.2K
|
1.36K
$62.6K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.23K+ 5.55% |
$57.8K - $62.8K
|
23.3K
$1.07M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06KNew |
$49.7K - $54.1K
|
1.06K
$48.4K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 1.65% |
$48.4K - $52.6K
|
63.2K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1KNew |
$47.1K - $51.3K
|
1K
$45.9K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
999+ 12.5% |
$47.1K - $51.2K
|
8.99K
$413K
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
941New |
$44.3K - $48.2K
|
941
$43.2K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
792+ 12.2% |
$37.3K - $40.6K
|
7.28K
$334K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
788+ 0.96% |
$37.1K - $40.4K
|
83.2K
$3.82M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
778New |
$36.7K - $39.9K
|
778
$35.7K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
755+ 12.59% |
$35.6K - $38.7K
|
6.75K
$310K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
680+ 1.01% |
$32K - $34.9K
|
67.7K
$3.11M
|