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 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
402New |
$17.9K - $19K
|
402
$18.6K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-800- 90.91% |
$35.6K - $37.8K
|
80
$3.7K
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-8.96K- 24.78% |
$399K - $423K
|
27.2K
$1.26M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.47% |
$223 - $236
|
1.06K
$49K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.2KNew |
$500K - $530K
|
11.2K
$518K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-367Closed |
$16.3K - $17.3K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$487K - $516K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
199New |
$8.87K - $9.4K
|
199
$9.19K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-841Closed |
$37.5K - $39.7K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.78KClosed |
$213K - $225K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.9KNew |
$263K - $278K
|
5.9K
$272K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-400- 4.51% |
$17.8K - $18.9K
|
8.48K
$392K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-941Closed |
$41.9K - $44.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-155- 2.55% |
$6.91K - $7.32K
|
5.93K
$274K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.1KClosed |
$630K - $668K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528Closed |
$23.5K - $24.9K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-3.41KClosed |
$152K - $161K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
8.86KNew |
$395K - $419K
|
8.86K
$410K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
162KNew |
$7.65M - $8.32M
|
162K
$7.5M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.65KNew |
$219K - $238K
|
4.65K
$215K
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.44KClosed |
$303K - $330K
|
0
$0
|
|
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
|
Macroview Investment Management LLC
|
SELL
|
- |
-737- 43.28% |
$34.7K - $37.8K
|
966
$44.6K
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-17.7KClosed |
$832K - $905K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-745Closed |
$35.1K - $38.2K
|
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
$31.4K
|
|
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
$277K
|
|
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
$431K
|
|
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
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-125Closed |
$6.41K - $6.53K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
55+ 21.57% |
$2.82K - $2.87K
|
310
$14.3K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.09KClosed |
$56K - $57.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.53KClosed |
$232K - $236K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54Closed |
$2.77K - $2.82K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$154K - $157K
|
0
$0
|