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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
772KNew |
$35M - $36.4M
|
772K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
658K+ 28.44% |
$29.9M - $31M
|
2.97M
$138M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 25.13% |
$14.3M - $14.9M
|
1.57M
$72.9M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
267K+ 12.38% |
$12.1M - $12.6M
|
2.42M
$113M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
230K+ 42.16% |
$10.5M - $10.9M
|
776K
$36.1M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
183KNew |
$8.31M - $8.63M
|
183K
$8.51M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
152K+ 19.43% |
$6.91M - $7.18M
|
935K
$43.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 24.83% |
$5.79M - $6.01M
|
641K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 20.17% |
$4.56M - $4.74M
|
599K
$27.8M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
64.6K+ 23.74% |
$2.93M - $3.05M
|
336K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
49.5K+ 13.99% |
$2.25M - $2.33M
|
403K
$18.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
46.3K+ 50.13% |
$2.1M - $2.18M
|
139K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45K+ 5.4% |
$2.05M - $2.13M
|
879K
$40.8M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41.4K+ 2.35% |
$1.88M - $1.95M
|
1.8M
$83.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.6KNew |
$1.57M - $1.63M
|
34.6K
$1.61M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
31.9K+ 5.76% |
$1.45M - $1.51M
|
587K
$27.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
26.8K+ 231.97% |
$1.22M - $1.26M
|
38.3K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
25.4KNew |
$1.15M - $1.2M
|
25.4K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.08M - $1.12M
|
23.7K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
22.9K+ 18.96% |
$1.04M - $1.08M
|
144K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
22.8K+ 4.41% |
$1.04M - $1.08M
|
540K
$25.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.3K+ 16.36% |
$923K - $959K
|
145K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.6K+ 17.2% |
$891K - $926K
|
134K
$6.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18.2K+ 12.93% |
$824K - $856K
|
159K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.7K+ 136.0% |
$804K - $836K
|
30.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 62.19% |
$771K - $801K
|
44.3K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.1K+ 12.04% |
$732K - $760K
|
150K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5KNew |
$706K - $733K
|
15.5K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.3K+ 59.77% |
$694K - $721K
|
40.8K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.3K+ 15.95% |
$560K - $582K
|
89.6K
$4.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
11.8K+ 5.45% |
$537K - $558K
|
229K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 6.85% |
$467K - $485K
|
161K
$7.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.57K+ 4.7% |
$344K - $357K
|
169K
$7.85M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.1KNew |
$322K - $335K
|
7.1K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.1KNew |
$322K - $335K
|
7.1K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.04K+ 34.59% |
$320K - $332K
|
27.4K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 1.32% |
$297K - $308K
|
501K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.49K+ 44.09% |
$295K - $306K
|
21.2K
$986K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.3K+ 22.3% |
$286K - $297K
|
34.5K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.21K+ 3.79% |
$282K - $293K
|
170K
$7.91M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.89K+ 18.49% |
$268K - $278K
|
37.8K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.87K+ 13.04% |
$266K - $277K
|
50.8K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 9.33% |
$232K - $241K
|
60K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.92K+ 11.85% |
$223K - $232K
|
46.4K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.91K+ 5.63% |
$223K - $232K
|
92.1K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.89KNew |
$222K - $231K
|
4.89K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.63K+ 15.65% |
$210K - $219K
|
34.2K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.4K+ 14.92% |
$200K - $208K
|
33.9K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
4.19K+ 1.25% |
$190K - $198K
|
339K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.08K+ 9.46% |
$185K - $193K
|
47.3K
$2.2M
|