Purchases and Sales Made in Q1 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK INTERMEDIATE MUNI ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.6K+ 213.33% |
$72.5K - $75K
|
2.35K
$108K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.31K+ 5.95% |
$59.5K - $61.5K
|
23.4K
$1.07M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27K+ 5.3% |
$57.4K - $59.4K
|
25.2K
$1.15M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.26K+ 2062.3% |
$57K - $59K
|
1.32K
$60.4K
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.22K+ 0.44% |
$55.4K - $57.3K
|
281K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.17K+ 8.66% |
$53.1K - $54.9K
|
14.7K
$674K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13K+ 2.95% |
$51K - $52.8K
|
39.3K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.1KNew |
$49.9K - $51.6K
|
1.1K
$50.4K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 11.98% |
$49.8K - $51.5K
|
10.3K
$471K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.04K+ 9.31% |
$47.2K - $48.8K
|
12.2K
$560K
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
572+ 1.99% |
$25.9K - $26.8K
|
29.3K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
429+ 1.53% |
$19.4K - $20.1K
|
28.4K
$1.3M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
402+ 6.81% |
$18.2K - $18.8K
|
6.31K
$289K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394+ 0.64% |
$17.9K - $18.5K
|
62.2K
$2.85M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
385+ 3.56% |
$17.5K - $18K
|
11.2K
$514K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
352+ 7.42% |
$16K - $16.5K
|
5.1K
$234K
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
322+ 0.71% |
$14.6K - $15.1K
|
46K
$2.11M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
272New |
$12.3K - $12.7K
|
272
$12.5K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
209+ 2.18% |
$9.47K - $9.8K
|
9.78K
$448K
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
159+ 0.3% |
$7.21K - $7.45K
|
53.6K
$2.46M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
156+ 1.66% |
$7.07K - $7.31K
|
9.57K
$439K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 1.28% |
$4.53K - $4.69K
|
7.91K
$362K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
71+ 0.92% |
$3.22K - $3.33K
|
7.82K
$358K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45+ 0.56% |
$2.04K - $2.11K
|
8.03K
$368K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42New |
$1.9K - $1.97K
|
42
$1.92K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
33+ 0.51% |
$1.5K - $1.55K
|
6.45K
$296K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$861 - $891
|
19
$871
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.22% |
$680 - $703
|
6.8K
$312K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.31% |
$136 - $141
|
981
$45K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1New |
$45.3 - $46.9
|
1
$45.8
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 3.15% |
$861 - $891
|
585
$26.8K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-54- 6.03% |
$2.45K - $2.53K
|
842
$38.6K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-54- 6.03% |
$2.45K - $2.53K
|
842
$38.6K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 3.41% |
$2.81K - $2.91K
|
1.76K
$80.5K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 0.22% |
$4.53K - $4.69K
|
46.2K
$2.12M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-107- 40.07% |
$4.85K - $5.02K
|
160
$7.33K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 2.17% |
$7.71K - $7.97K
|
7.68K
$352K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-177- 0.87% |
$8.02K - $8.3K
|
20.2K
$927K
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-197- 2.95% |
$8.93K - $9.23K
|
6.48K
$297K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-249- 2.29% |
$11.3K - $11.7K
|
10.6K
$486K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-342- 2.09% |
$15.5K - $16K
|
16K
$734K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-352- 6.91% |
$16K - $16.5K
|
4.74K
$217K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-366- 4.37% |
$16.6K - $17.2K
|
8.01K
$367K
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
SELL
|
- |
-425- 4.76% |
$19.3K - $19.9K
|
8.51K
$390K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-459- 2.6% |
$20.8K - $21.5K
|
17.2K
$788K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-467- 9.46% |
$21.2K - $21.9K
|
4.47K
$205K
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-506- 6.48% |
$22.9K - $23.7K
|
7.31K
$335K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-551- 3.47% |
$25K - $25.8K
|
15.3K
$703K
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-749- 10.03% |
$34K - $35.1K
|
6.72K
$308K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-785- 0.76% |
$35.6K - $36.8K
|
103K
$4.7M
|