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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.44KClosed |
$303K - $330K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.65KNew |
$219K - $238K
|
4.65K
$219K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
162KNew |
$7.65M - $8.32M
|
162K
$7.63M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.04KClosed |
$238K - $258K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-4.05KClosed |
$191K - $208K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-4KClosed |
$189K - $205K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-2.41KClosed |
$113K - $123K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-745Closed |
$35.1K - $38.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-737- 43.28% |
$34.7K - $37.8K
|
966
$45.4K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-95Closed |
$4.48K - $4.87K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-17.7KClosed |
$832K - $905K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.7KClosed |
$552K - $601K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.1KClosed |
$193K - $210K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.25KClosed |
$294K - $320K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-4KClosed |
$189K - $205K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-10.3KClosed |
$485K - $527K
|
0
$0
|
|
Q4 2021 | |||||||
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
680New |
$34.6K - $35K
|
680
$32K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-212Closed |
$10.8K - $10.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.8KClosed |
$1.26M - $1.27M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.07K- 50.28% |
$309K - $312K
|
6K
$282K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.51KClosed |
$331K - $335K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.75KClosed |
$242K - $244K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-159Closed |
$8.09K - $8.18K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-223Closed |
$11.3K - $11.5K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.95KClosed |
$99.2K - $100K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.32KNew |
$478K - $487K
|
9.32K
$438K
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-39.4KClosed |
$2.02M - $2.06M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.09KClosed |
$56K - $57.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
55+ 21.57% |
$2.82K - $2.87K
|
310
$14.6K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-125Closed |
$6.41K - $6.53K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54Closed |
$2.77K - $2.82K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.53KClosed |
$232K - $236K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-4.18KClosed |
$214K - $218K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$154K - $157K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.24KClosed |
$371K - $378K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-269Closed |
$13.8K - $14.1K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.08KClosed |
$157K - $160K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-220Closed |
$11.2K - $11.4K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
22New |
$1.12K - $1.14K
|
22
$1.03K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-714Closed |
$36.5K - $37.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
29.2KNew |
$1.49M - $1.52M
|
29.2K
$1.37M
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.1KClosed |
$567K - $577K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-12KClosed |
$613K - $629K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Allen Investment Management LLC
|
BUY
|
- |
8.25K+ 19.8% |
$421K - $432K
|
49.9K
$2.35M
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-792Closed |
$40.4K - $41.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1KClosed |
$51K - $52.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6Closed |
$306 - $314
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-5.47KClosed |
$279K - $287K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-12.5KClosed |
$637K - $654K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-632Closed |
$32.2K - $33.1K
|
0
$0
|