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ITM icon

BOK Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

BOK Financial’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,292
Closed -$378K – 1208
2022
Q4 		$378K Hold
8,292
– – 0.01% 728
2022
Q3 		$361K Buy
8,292
+2,840
+52% +$130K 0.01% 721
2022
Q2 		$249K Buy
+5,452
New +$249K ﹤0.01% 808
2022
Q1 		– Sell
-4,295
Closed -$221K – 996
2021
Q4 		$221K Hold
4,295
– – ﹤0.01% 911
2021
Q3 		$220K Buy
+4,295
New +$223K ﹤0.01% 896
2021
Q1 		– Sell
-3,852
Closed -$200K – 927
2020
Q4 		$200K Buy
+3,852
New +$198K ﹤0.01% 872
2017
Q4 		– Sell
-3,525
Closed -$170K – 1014
2017
Q3 		$170K Buy
+3,525
New +$170K ﹤0.01% 888

Other funds holding ITM

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Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return