Purchases and Sales Made in Q1 2025 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q1 2025. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
46.3K+ 50.13% |
$2.1M - $2.18M
|
139K
$6.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
25.4KNew |
$1.15M - $1.2M
|
25.4K
$1.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.3K+ 16.36% |
$923K - $959K
|
145K
$6.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.1K+ 12.04% |
$732K - $760K
|
150K
$7.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.57K+ 4.7% |
$344K - $357K
|
169K
$7.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 1.32% |
$297K - $308K
|
501K
$23.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.49K+ 44.09% |
$295K - $306K
|
21.2K
$993K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.63K+ 15.65% |
$210K - $219K
|
34.2K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 7.55% |
$137K - $142K
|
43K
$2.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
236+ 80.82% |
$10.7K - $11.1K
|
528
$24.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
140+ 0.56% |
$6.36K - $6.61K
|
25.3K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90+ 0.92% |
$4.09K - $4.25K
|
9.93K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
63+ 0.53% |
$2.86K - $2.97K
|
11.9K
$555K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.81K- 2.5% |
$82.2K - $85.4K
|
70.5K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.14K- 22.94% |
$324K - $337K
|
24K
$1.12M
|