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 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.68K+ 3.36% |
$167K - $174K
|
113K
$5.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.08KNew |
$140K - $146K
|
3.08K
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 7.55% |
$137K - $142K
|
43K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.16K+ 23.16% |
$98K - $102K
|
11.5K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.14K+ 0.85% |
$97.1K - $101K
|
255K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.65K+ 0.9% |
$74.8K - $77.8K
|
184K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$70.2K - $73K
|
1.55K
$71.9K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$48.6K - $50.5K
|
1.07K
$49.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 6.25% |
$45.9K - $47.7K
|
17.2K
$799K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
793+ 14.79% |
$36K - $37.4K
|
6.15K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
602+ 7.14% |
$27.3K - $28.4K
|
9.03K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
555+ 12.05% |
$25.2K - $26.2K
|
5.16K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
545+ 0.35% |
$24.7K - $25.7K
|
158K
$7.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
371+ 1.67% |
$16.8K - $17.5K
|
22.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245New |
$11.1K - $11.6K
|
245
$11.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
239+ 0.74% |
$10.9K - $11.3K
|
32.5K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
236+ 80.82% |
$10.7K - $11.1K
|
528
$24.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
234+ 2.51% |
$10.6K - $11K
|
9.55K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
213+ 2.3% |
$9.67K - $10K
|
9.48K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
197New |
$8.95K - $9.29K
|
197
$9.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
140+ 0.56% |
$6.36K - $6.61K
|
25.3K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90+ 0.92% |
$4.09K - $4.25K
|
9.93K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
63+ 0.53% |
$2.86K - $2.97K
|
11.9K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-171- 4.15% |
$7.77K - $8.07K
|
3.95K
$184K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-558- 10.45% |
$25.3K - $26.3K
|
4.78K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-649- 0.67% |
$29.5K - $30.6K
|
96.1K
$4.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-838- 12.34% |
$38.1K - $39.5K
|
5.95K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-858- 12.85% |
$39K - $40.5K
|
5.82K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.18K- 5.82% |
$53.8K - $55.9K
|
19.2K
$891K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.81K- 2.5% |
$82.2K - $85.4K
|
70.5K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.4K- 1.21% |
$109K - $113K
|
195K
$9.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.44K- 35.97% |
$111K - $115K
|
4.35K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 24.38% |
$156K - $162K
|
10.6K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.55K- 17.9% |
$161K - $168K
|
16.3K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.93K- 10.08% |
$178K - $185K
|
35.1K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.49K- 28.11% |
$204K - $212K
|
11.5K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.89K- 6.4% |
$313K - $325K
|
101K
$4.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.14K- 22.94% |
$324K - $337K
|
24K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.58K- 2.15% |
$344K - $358K
|
345K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 37.93% |
$493K - $512K
|
17.8K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.7K- 6.05% |
$622K - $646K
|
213K
$9.89M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-14.4K- 10.59% |
$653K - $678K
|
121K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.7K- 11.89% |
$984K - $1.02M
|
161K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 53.9% |
$1.01M - $1.05M
|
19K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.2KClosed |
$1.46M - $1.52M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-32.4K- 18.65% |
$1.47M - $1.53M
|
141K
$6.57M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-65.3K- 42.42% |
$2.97M - $3.08M
|
88.7K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-114K- 90.4% |
$5.18M - $5.38M
|
12.1K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-224K- 1.22% |
$10.2M - $10.5M
|
18.1M
$840M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-396K- 79.45% |
$18M - $18.7M
|
103K
$4.77M
|