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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-228Closed |
$9.9K - $10.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-80- 56.34% |
$3.47K - $3.77K
|
62
$2.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$603K - $654K
|
13.9K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
106KNew |
$4.61M - $5M
|
106K
$4.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312New |
$13.5K - $14.7K
|
312
$14.6K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.28KNew |
$273K - $296K
|
6.28K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-134- 99.26% |
$5.82K - $6.31K
|
1
$46.7
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.1KNew |
$440K - $477K
|
10.1K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$297K - $322K
|
6.84K
$319K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
240New |
$10.4K - $11.3K
|
240
$11.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.32KNew |
$188K - $204K
|
4.32K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.17K- 14.3% |
$94K - $102K
|
13K
$605K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.2KNew |
$746K - $809K
|
17.2K
$801K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.52KNew |
$327K - $354K
|
7.52K
$351K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-83.1K- 89.03% |
$3.61M - $3.92M
|
10.3K
$478K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144New |
$6.35K - $6.67K
|
144
$6.72K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 8.7% |
$2.21K - $2.32K
|
525
$24.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 11.43% |
$68.3K - $71.7K
|
12K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
41.5KNew |
$1.83M - $1.92M
|
41.5K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200New |
$8.82K - $9.26K
|
200
$9.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 28.03% |
$49K - $51.5K
|
5.08K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.42KNew |
$283K - $297K
|
6.42K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.09% |
$265 - $278
|
6.56K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.31K- 95.26% |
$102K - $107K
|
115
$5.36K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.41KNew |
$62.1K - $65.3K
|
1.41K
$65.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
55.1K+ 7.04% |
$2.43M - $2.55M
|
839K
$39.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-856- 15.19% |
$37.7K - $39.6K
|
4.78K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$176 - $185
|
4
$187
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.24KNew |
$328K - $339K
|
7.24K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
307New |
$13.9K - $14.4K
|
307
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.23KNew |
$373K - $386K
|
8.23K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
699New |
$31.7K - $32.8K
|
699
$32.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-46- 0.29% |
$2.08K - $2.16K
|
15.7K
$731K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
88New |
$3.99K - $4.12K
|
88
$4.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.85KNew |
$220K - $227K
|
4.85K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58+ 5800.0% |
$2.63K - $2.72K
|
59
$2.75K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 5.26% |
$45.3 - $46.9
|
20
$933
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-215- 16.32% |
$9.74K - $10.1K
|
1.1K
$51.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
172+ 2.21% |
$7.8K - $8.06K
|
7.96K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-144- 1.84% |
$6.53K - $6.75K
|
7.67K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-875- 0.64% |
$39.7K - $41K
|
136K
$6.36M
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-8.27KClosed |
$375K - $388K
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.6K+ 29465.22% |
$614K - $635K
|
13.6K
$634K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
272New |
$12.3K - $12.7K
|
272
$12.7K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.17K+ 8.66% |
$53.1K - $54.9K
|
14.7K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$308K - $318K
|
6.79K
$317K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-749- 10.03% |
$34K - $35.1K
|
6.72K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
133KNew |
$6.05M - $6.26M
|
133K
$6.23M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.1KNew |
$49.9K - $51.6K
|
1.1K
$51.3K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-249- 2.29% |
$11.3K - $11.7K
|
10.6K
$495K
|
|