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, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-114KClosed |
$5.67M - $5.78M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-962Closed |
$47.9K - $48.8K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.03KClosed |
$300K - $306K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.07KClosed |
$203K - $207K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Private Wealth Group, LLC
|
SELL
|
- |
-82.6KClosed |
$4.11M - $4.19M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
23+ 54.76% |
$1.15K - $1.17K
|
65
$2.99K
|
|
| Q3 2019 | |||||||
|
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-264- 55.46% |
$13.2K - $13.4K
|
212
$9.76K
|
|
|
Nov 15, 2019
Q3 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10KClosed |
$502K - $508K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-276Closed |
$13.8K - $14K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.72KClosed |
$236K - $239K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10Closed |
$500 - $507
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10KClosed |
$500K - $507K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-600Closed |
$30K - $30.4K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.72KClosed |
$236K - $239K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.81KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$81.9K
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-113Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-180KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5.15KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-363Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-375Closed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-64Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34.4KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Aug 04, 2020
Q4 2018
|
Milestone Advisory Partners
|
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$249K
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$92.1
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
193New |
N/A
|
193
$8.89K
|
|
|
Feb 11, 2019
Q4 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$483K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
355New |
N/A
|
355
$16.3K
|
|