Purchases and Sales Made in Q3 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.41KNew |
$62.1K - $65.3K
|
1.41K
$64.5K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.36K+ 2.51% |
$60.1K - $63.1K
|
55.6K
$2.54M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 28.03% |
$49K - $51.5K
|
5.08K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.04K+ 13.13% |
$45.9K - $48.2K
|
8.96K
$410K
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
755+ 3.05% |
$33.3K - $35K
|
25.5K
$1.17M
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
749+ 1.57% |
$33K - $34.7K
|
48.6K
$2.23M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
352+ 3.24% |
$15.5K - $16.3K
|
11.2K
$513K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
344New |
$15.2K - $15.9K
|
344
$15.8K
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
338+ 1.37% |
$14.9K - $15.7K
|
24.9K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
315New |
$13.9K - $14.6K
|
315
$14.4K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
209+ 12.18% |
$9.22K - $9.68K
|
1.93K
$88.2K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200New |
$8.82K - $9.26K
|
200
$9.16K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
199+ 2.49% |
$8.78K - $9.22K
|
8.18K
$375K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144New |
$6.35K - $6.67K
|
144
$6.6K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144New |
$6.35K - $6.67K
|
144
$6.6K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
85+ 0.45% |
$3.75K - $3.94K
|
18.9K
$866K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
80+ 129.03% |
$3.53K - $3.71K
|
142
$6.51K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
58+ 0.62% |
$2.56K - $2.69K
|
9.44K
$432K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58+ 0.07% |
$2.56K - $2.69K
|
81.9K
$3.75M
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50+ 0.21% |
$2.21K - $2.32K
|
24.2K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
45+ 0.61% |
$1.98K - $2.08K
|
7.4K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24+ 0.32% |
$1.06K - $1.11K
|
7.47K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20+ 0.41% |
$882 - $926
|
4.95K
$227K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 1.9% |
$706 - $741
|
858
$39.3K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.09% |
$265 - $278
|
6.56K
$300K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$176 - $185
|
4
$183
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3+ 0.47% |
$132 - $139
|
640
$29.3K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.22% |
$88.2 - $92.6
|
919
$42.1K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.02% |
$88.2 - $92.6
|
9.18K
$420K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16- 0.17% |
$706 - $741
|
9.68K
$443K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24- 0.06% |
$1.06K - $1.11K
|
42.1K
$1.93M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 8.7% |
$2.21K - $2.32K
|
525
$24.1K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-152- 0.48% |
$6.7K - $7.04K
|
31.2K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-250- 0.1% |
$11K - $11.6K
|
245K
$11.2M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-300- 3.81% |
$13.2K - $13.9K
|
7.58K
$347K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-300- 1.94% |
$13.2K - $13.9K
|
15.1K
$693K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-330- 12.28% |
$14.6K - $15.3K
|
2.36K
$108K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-433- 1.97% |
$19.1K - $20.1K
|
21.6K
$989K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-667- 0.78% |
$29.4K - $30.9K
|
85.3K
$3.91M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-750- 1.9% |
$33.1K - $34.7K
|
38.8K
$1.78M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-760- 22.93% |
$33.5K - $35.2K
|
2.55K
$117K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-856- 15.19% |
$37.7K - $39.6K
|
4.78K
$219K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 11.03% |
$51.5K - $54.1K
|
9.42K
$431K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.28K- 9.1% |
$56.5K - $59.3K
|
12.8K
$586K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 11.43% |
$68.3K - $71.7K
|
12K
$550K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.57K- 34.26% |
$69.2K - $72.7K
|
3.01K
$138K
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.62K- 16.92% |
$71.4K - $75K
|
7.96K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.77K- 1.14% |
$78.2K - $82.2K
|
154K
$7.05M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.23K- 13.65% |
$98.4K - $103K
|
14.1K
$647K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 32.73% |
$98.6K - $104K
|
4.59K
$210K
|