Purchases and Sales Made in Q2 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 1.13% |
$7.93M - $8.2M
|
15.6M
$718M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
87K+ 136.74% |
$3.94M - $4.08M
|
151K
$6.91M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
54.2KNew |
$2.46M - $2.54M
|
54.2K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
53.3K+ 30.48% |
$2.42M - $2.5M
|
228K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.2K+ 41.78% |
$1.87M - $1.93M
|
140K
$6.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36K+ 10.31% |
$1.63M - $1.69M
|
385K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.7K+ 67.59% |
$1.57M - $1.62M
|
85.9K
$3.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.7K+ 52.66% |
$1.48M - $1.53M
|
94.9K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
24.7KNew |
$1.12M - $1.16M
|
24.7K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
23.4K+ 3.08% |
$1.06M - $1.1M
|
783K
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.4KNew |
$925K - $957K
|
20.4K
$937K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.8K+ 3.22% |
$851K - $880K
|
602K
$27.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.8K+ 183.0% |
$807K - $834K
|
27.5K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.5K+ 3.25% |
$792K - $819K
|
555K
$25.5M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
17.2KNew |
$777K - $804K
|
17.2K
$787K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15.5KNew |
$701K - $725K
|
15.5K
$710K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.7KNew |
$667K - $690K
|
14.7K
$676K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 1.01% |
$654K - $676K
|
1.45M
$66.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11K+ 89.78% |
$497K - $514K
|
23.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$462K - $478K
|
10.2K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.72K+ 23.15% |
$440K - $455K
|
51.7K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.81K+ 172.98% |
$399K - $413K
|
13.9K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.54K+ 3.92% |
$387K - $400K
|
226K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.23KNew |
$373K - $386K
|
8.23K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.13K+ 24.17% |
$368K - $381K
|
41.8K
$1.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.9K+ 13.97% |
$358K - $370K
|
64.4K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.24KNew |
$328K - $339K
|
7.24K
$332K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.88K+ 3.98% |
$312K - $323K
|
180K
$8.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.59K+ 7.7% |
$299K - $309K
|
92.2K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.7K+ 5.38% |
$258K - $267K
|
112K
$5.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.17K+ 6.16% |
$234K - $242K
|
89.1K
$4.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.85KNew |
$220K - $227K
|
4.85K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.75KNew |
$215K - $223K
|
4.75K
$218K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$211K - $219K
|
4.66K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 2.54% |
$204K - $211K
|
181K
$8.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.21K+ 5.2% |
$191K - $197K
|
85.2K
$3.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.53K+ 22.03% |
$160K - $165K
|
19.6K
$898K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3K+ 127.66% |
$136K - $141K
|
5.35K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.83K+ 160.93% |
$128K - $132K
|
4.58K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.53K+ 2.43% |
$115K - $119K
|
107K
$4.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.43KNew |
$110K - $114K
|
2.43K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.25K+ 39.8% |
$102K - $106K
|
7.92K
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.09K+ 48.1% |
$94.7K - $97.9K
|
6.43K
$295K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.85K+ 4.03% |
$84K - $86.9K
|
47.8K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.84K+ 7.32% |
$83.5K - $86.4K
|
27K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.44K+ 11.59% |
$65.4K - $67.6K
|
13.9K
$638K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.35K+ 16.87% |
$61.4K - $63.5K
|
9.38K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$51K - $52.7K
|
1.13K
$51.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
699New |
$31.7K - $32.8K
|
699
$32.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
307New |
$13.9K - $14.4K
|
307
$14.1K
|