Latest Institutional Transactions on Vaneck Short Muni ETF (SMB)
This table provides information on the latest institutional transactions involving Vaneck Short Muni ETF (SMB) 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 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.6K- 7.14% |
$364K - $368K
|
281K
$4.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 21.98% |
$66.9K - $67.5K
|
14.1K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1K- 6.58% |
$16.9K - $17K
|
14.2K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.9K- 39.7% |
$286K - $288K
|
25.7K
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.3K- 30.63% |
$207K - $209K
|
27.8K
$477K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$33.7 - $34.1
|
2
$34.3
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.94K+ 4.22% |
$134K - $135K
|
196K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48+ 0.05% |
$810 - $817
|
89.4K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.1K- 30.13% |
$221K - $223K
|
30.4K
$520K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 5.1% |
$466K - $471K
|
570K
$9.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.21% |
$523 - $528
|
14.7K
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
290+ 2.62% |
$4.89K - $4.94K
|
11.3K
$194K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3K- 21.07% |
$50.5K - $51K
|
11.2K
$192K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-158- 1.49% |
$2.67K - $2.69K
|
10.4K
$179K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.16K- 24.09% |
$53.3K - $53.8K
|
9.96K
$171K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 3.08% |
$2.21K - $2.23K
|
4.38K
$75.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
15+ 0.01% |
$253 - $255
|
149K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 6.58% |
$16.9K - $17K
|
14.2K
$243K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
93KNew |
$1.57M - $1.58M
|
93K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-693- 2.87% |
$11.7K - $11.8K
|
23.4K
$401K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.72% |
$8.44K - $8.52K
|
10.1K
$173K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
39+ 0.06% |
$658 - $664
|
66.5K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-39- 0.35% |
$658 - $664
|
11.1K
$191K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
906New |
$15.4K - $15.5K
|
906
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-134K- 61.72% |
$2.27M - $2.29M
|
82.9K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-182- 0.85% |
$3.09K - $3.11K
|
21.1K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.17K- 7.77% |
$19.9K - $20K
|
13.9K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.77KNew |
$98K - $98.6K
|
5.77K
$98.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
79New |
$1.34K - $1.35K
|
79
$1.35K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.63K+ 29.1% |
$61.7K - $62.1K
|
16.1K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.36K- 36.35% |
$23.2K - $23.3K
|
2.39K
$40.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.2KNew |
$275K - $277K
|
16.2K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11KNew |
$188K - $189K
|
11K
$189K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.2KNew |
$934K - $963K
|
56.2K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.41K+ 69.05% |
$123K - $127K
|
18.1K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.3KNew |
$238K - $245K
|
14.3K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.07KNew |
$51K - $52.7K
|
3.07K
$52.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3K- 9.68% |
$49.8K - $51.4K
|
28K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.02% |
$66.4 - $68.6
|
17.3K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25.9KNew |
$431K - $444K
|
25.9K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-300- 14.04% |
$4.98K - $5.14K
|
1.84K
$31.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.38KNew |
$72.8K - $75.1K
|
4.38K
$75.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
41.7K+ 926.81% |
$693K - $715K
|
46.2K
$791K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.51K+ 7.02% |
$91.4K - $94.4K
|
83.9K
$1.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$219K - $226K
|
13.2K
$226K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-18.7K- 7.05% |
$310K - $320K
|
246K
$4.22M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
53New |
$882 - $895
|
53
$908
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.7KNew |
$179K - $181K
|
10.7K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.02K- 13.55% |
$33.6K - $34.1K
|
12.9K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-475- 3.17% |
$7.91K - $8.02K
|
14.5K
$249K
|
|