Aj Wealth Strategies, LLC Vaneck Intermediate Muni ETF Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 136,353 shares of ITM stock, worth $6.41 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

136,353

Previous 137,228 0.64%

Holding current value

$6.41 Million

Previous $6.38 Million 1.49%

% of portfolio

0.3%

Previous 0.33%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$45.32 - $46.87 $39,655 - $41,011	-875 Reduced 0.64%	136,353 $6.28 Million
Q1 2023 Apr 28, 2023	SELL	$45.33 - $46.87 $123,070 - $127,252	-2,715 Reduced 1.94%	137,228 $6.38 Million
Q4 2022 Jan 25, 2023	BUY	$43.38 - $46.05 $3.21 Million - $3.41 Million	73,949 Added 112.05%	139,943 $6.38 Million
Q3 2022 Oct 27, 2022	SELL	$43.54 - $46.93 $528,270 - $569,401	-12,133 Reduced 15.53%	65,994 $2.87 Million
Q2 2022 Aug 04, 2022	SELL	$44.55 - $47.22 $1.49 Million - $1.58 Million	-33,502 Reduced 30.01%	78,127 $3.57 Million
Q1 2022 May 13, 2022	SELL	$47.13 - $51.25 $716,753 - $779,410	-15,208 Reduced 11.99%	111,629 $5.28 Million
Q4 2021 Jan 26, 2022	SELL	$50.85 - $51.43 $253,233 - $256,121	-4,980 Reduced 3.78%	126,837 $6.5 Million
Q3 2021 Oct 20, 2021	SELL	$51.24 - $52.24 $1.1 Million - $1.12 Million	-21,456 Reduced 14.0%	131,817 $6.75 Million
Q2 2021 Aug 16, 2021	BUY	$51.12 - $52.03 $1.85 Million - $1.88 Million	36,166 Added 30.88%	153,273 $7.94 Million
Q1 2021 May 06, 2021	SELL	$50.99 - $52.34 $564,918 - $579,874	-11,079 Reduced 8.64%	117,107 $6 Million
Q4 2020 Feb 16, 2021	SELL	$50.91 - $52.11 $1.1 Million - $1.12 Million	-21,551 Reduced 14.39%	128,186 $6.67 Million
Q3 2020 Nov 16, 2020	SELL	$50.84 - $51.98 $3.66 Million - $3.75 Million	-72,057 Reduced 32.49%	149,737 $7.68 Million
Q2 2020 Aug 14, 2020	SELL	$47.37 - $51.03 $2.15 Million - $2.31 Million	-45,337 Reduced 16.97%	221,794 $11.3 Million
Q1 2020 May 15, 2020	SELL	$39.2 - $52.09 $11.5 Million - $15.2 Million	-292,262 Reduced 52.25%	267,131 $13.1 Million
Q4 2019 Feb 14, 2020	SELL	$49.84 - $50.73 $11.6 Million - $11.8 Million	-232,879 Reduced 29.39%	559,393 $28.1 Million
Q3 2019 Nov 26, 2019	BUY	$49.99 - $50.65 $27.4 Million - $27.8 Million	548,700 Added 225.27%	792,272 $39.9 Million
Q2 2019 Aug 19, 2019	BUY	N/A	24,663 Added 11.27%	243,572 $12.1 Million
Q1 2019 May 13, 2019	BUY	N/A	19,485 Added 9.77%	218,909 $10.7 Million
Q4 2018 Feb 14, 2019	BUY	N/A	199,424 New	199,424 $9.47 Million

Others Institutions Holding ITM

# of Institutions

178

Shares Held

36.6M

Call Options Held

Put Options Held

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About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
Sector ETFs
Industry ETFs

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Aj Wealth Strategies, LLC Vaneck Intermediate Muni ETF Transaction History