Latest Institutional Transactions on Vaneck Intermediate Muni ETF (ITM)
This table provides information on the latest institutional transactions involving Vaneck Intermediate Muni ETF (ITM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
814+ 3.37% |
$36.9K - $37.7K
|
25K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.8K- 59.58% |
$1.08M - $1.1M
|
16.2K
$732K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.71K- 50.71% |
$77.5K - $79.2K
|
1.66K
$75.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
73.9KNew |
$3.35M - $3.42M
|
73.9K
$3.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.37K- 19.17% |
$62K - $63.4K
|
5.77K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
952New |
$43.1K - $44.1K
|
952
$43.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-800- 12.63% |
$36.3K - $37K
|
5.53K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
401New |
$18.2K - $18.6K
|
401
$18.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
637+ 74.24% |
$28.9K - $29.5K
|
1.5K
$67.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$136 - $139
|
9.19K
$416K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-351- 5.8% |
$15.9K - $16.3K
|
5.7K
$259K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
8.15KNew |
$369K - $377K
|
8.15K
$369K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21+ 0.42% |
$970 - $989
|
4.99K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.74K+ 36.94% |
$80.2K - $81.8K
|
6.44K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-267- 43.06% |
$12.3K - $12.6K
|
353
$16K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.62KNew |
$445K - $453K
|
9.62K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.13K+ 25.74% |
$52K - $53K
|
5.5K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
828+ 12.66% |
$38.3K - $39K
|
7.37K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.69KNew |
$217K - $221K
|
4.69K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.4K+ 33.76% |
$665K - $678K
|
57.1K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.55KNew |
$349K - $355K
|
7.55K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.08KNew |
$49.9K - $50.9K
|
1.08K
$49K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.35K- 28.03% |
$293K - $299K
|
16.3K
$739K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62KNew |
$121K - $123K
|
2.62K
$119K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 50.0% |
$9.24K - $9.42K
|
200
$9.07K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
223KNew |
$10.3M - $10.5M
|
223K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.96K- 5.36% |
$229K - $233K
|
87.6K
$3.97M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 12.71% |
$153K - $156K
|
29.4K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130New |
$6.01K - $6.12K
|
130
$5.89K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25New |
$1.16K - $1.18K
|
25
$1.13K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 8.7% |
$1.39K - $1.41K
|
315
$14.3K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$48.8K - $53K
|
1.13K
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-80- 56.34% |
$3.47K - $3.77K
|
62
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$603K - $654K
|
13.9K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-228Closed |
$9.9K - $10.7K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112New |
$4.86K - $5.28K
|
112
$5.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
106KNew |
$4.61M - $5M
|
106K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312New |
$13.5K - $14.7K
|
312
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.28KNew |
$273K - $296K
|
6.28K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-247- 78.41% |
$10.7K - $11.6K
|
68
$3.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-134- 99.26% |
$5.82K - $6.31K
|
1
$45.3
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.1KNew |
$440K - $477K
|
10.1K
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$297K - $322K
|
6.84K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
240New |
$10.4K - $11.3K
|
240
$10.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.32KNew |
$188K - $204K
|
4.32K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.17K- 14.3% |
$94K - $102K
|
13K
$588K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.2KNew |
$746K - $809K
|
17.2K
$779K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.52KNew |
$327K - $354K
|
7.52K
$341K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-83.1K- 89.03% |
$3.61M - $3.92M
|
10.3K
$465K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144New |
$6.35K - $6.67K
|
144
$6.53K
|
|