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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 28.03% |
$49K - $51.5K
|
5.08K
$231K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.42KNew |
$283K - $297K
|
6.42K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.09% |
$265 - $278
|
6.56K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.31K- 95.26% |
$102K - $107K
|
115
$5.23K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
55.1K+ 7.04% |
$2.43M - $2.55M
|
839K
$38.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.41KNew |
$62.1K - $65.3K
|
1.41K
$64.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-856- 15.19% |
$37.7K - $39.6K
|
4.78K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$176 - $185
|
4
$182
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
307New |
$13.9K - $14.4K
|
307
$14K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.24KNew |
$328K - $339K
|
7.24K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.23KNew |
$373K - $386K
|
8.23K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
699New |
$31.7K - $32.8K
|
699
$31.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
88New |
$3.99K - $4.12K
|
88
$4K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-46- 0.29% |
$2.08K - $2.16K
|
15.7K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.85KNew |
$220K - $227K
|
4.85K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58+ 5800.0% |
$2.63K - $2.72K
|
59
$2.68K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-69- 1.16% |
$3.13K - $3.23K
|
5.9K
$268K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 5.26% |
$45.3 - $46.9
|
20
$909
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-215- 16.32% |
$9.74K - $10.1K
|
1.1K
$50.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
172+ 2.21% |
$7.8K - $8.06K
|
7.96K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-875- 0.64% |
$39.7K - $41K
|
136K
$6.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-144- 1.84% |
$6.53K - $6.75K
|
7.67K
$349K
|
|
| 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
$618K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
272New |
$12.3K - $12.7K
|
272
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.17K+ 8.66% |
$53.1K - $54.9K
|
14.7K
$669K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-749- 10.03% |
$34K - $35.1K
|
6.72K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$308K - $318K
|
6.79K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
133KNew |
$6.05M - $6.26M
|
133K
$6.07M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.1KNew |
$49.9K - $51.6K
|
1.1K
$50K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-249- 2.29% |
$11.3K - $11.7K
|
10.6K
$482K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-197- 2.95% |
$8.93K - $9.23K
|
6.48K
$295K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.4K- 40.87% |
$606K - $626K
|
19.3K
$879K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.08K- 50.0% |
$140K - $145K
|
3.08K
$140K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.02K- 7.94% |
$46.1K - $47.7K
|
11.8K
$537K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 30.36% |
$151K - $157K
|
7.66K
$348K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
317New |
$13.8K - $14.6K
|
317
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
137+ 1.67% |
$5.94K - $6.31K
|
8.36K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.61KNew |
$330K - $350K
|
7.61K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.8KNew |
$208K - $221K
|
4.8K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.86K+ 60.8% |
$428K - $454K
|
26.1K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46.3K+ 527.21% |
$2.01M - $2.13M
|
55.1K
$2.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.12KNew |
$92.1K - $97.8K
|
2.12K
$96.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-617- 2.92% |
$26.8K - $28.4K
|
20.5K
$933K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.28KNew |
$186K - $197K
|
4.28K
$195K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
11.6KNew |
$503K - $534K
|
11.6K
$527K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
7.99K+ 63.96% |
$347K - $368K
|
20.5K
$931K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.68KNew |
$333K - $354K
|
7.68K
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-90.3K- 23.17% |
$3.92M - $4.16M
|
299K
$13.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-833Closed |
$36.1K - $38.4K
|
0
$0
|
|