Purchases and Sales Made in Q2 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
617K+ 66.88% |
$27.8M - $28.7M
|
1.54M
$71.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
617K+ 66.88% |
$27.8M - $28.7M
|
1.54M
$71.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571K+ 492.19% |
$25.7M - $26.5M
|
687K
$31.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
448KNew |
$20.2M - $20.8M
|
448K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
323KNew |
$14.6M - $15M
|
323K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
243KNew |
$11M - $11.3M
|
243K
$11.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
181K+ 221.2% |
$8.14M - $8.39M
|
262K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 71.54% |
$7.08M - $7.3M
|
377K
$17.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
131KNew |
$5.92M - $6.1M
|
131K
$6.09M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
109K+ 4.94% |
$4.89M - $5.04M
|
2.31M
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.7K+ 159.47% |
$3.86M - $3.98M
|
139K
$6.46M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.2K+ 20.22% |
$3.03M - $3.12M
|
400K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55K+ 16.16% |
$2.48M - $2.55M
|
395K
$18.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.3KNew |
$2M - $2.06M
|
44.3K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2K+ 9.25% |
$1.99M - $2.05M
|
522K
$24.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
39.1KNew |
$1.76M - $1.82M
|
39.1K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
39.1KNew |
$1.76M - $1.82M
|
39.1K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.8K+ 11.3% |
$1.61M - $1.66M
|
352K
$16.3M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
34.9K+ 100.6% |
$1.57M - $1.62M
|
69.5K
$3.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33.3K+ 44.07% |
$1.5M - $1.55M
|
109K
$5.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
32.4KNew |
$1.46M - $1.51M
|
32.4K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.8KNew |
$1.3M - $1.34M
|
28.8K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
26K+ 22.52% |
$1.17M - $1.21M
|
141K
$6.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21.4K+ 5.35% |
$964K - $993K
|
421K
$19.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 11.62% |
$865K - $891K
|
184K
$8.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.9K+ 19.21% |
$806K - $831K
|
111K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 21.32% |
$765K - $788K
|
96.6K
$4.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
16.1K+ 1.28% |
$724K - $746K
|
1.27M
$58.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.8KNew |
$666K - $686K
|
14.8K
$685K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 36.69% |
$654K - $674K
|
54K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.8K+ 26.63% |
$622K - $641K
|
65.6K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.8K+ 2.29% |
$487K - $501K
|
482K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.94KNew |
$403K - $415K
|
8.94K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.79K+ 10.39% |
$396K - $408K
|
93.5K
$4.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.1K+ 9.8% |
$365K - $376K
|
90.8K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.94KNew |
$358K - $369K
|
7.94K
$368K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.45KNew |
$291K - $299K
|
6.45K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.06K+ 21.44% |
$273K - $282K
|
34.3K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$269K - $277K
|
5.96K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.95K+ 3.78% |
$268K - $276K
|
163K
$7.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 1.29% |
$261K - $269K
|
455K
$21.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.56KNew |
$251K - $258K
|
5.56K
$257K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.33K+ 2.78% |
$240K - $247K
|
197K
$9.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.24K+ 58.46% |
$236K - $244K
|
14.2K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 56.61% |
$223K - $229K
|
13.7K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.46KNew |
$201K - $207K
|
4.46K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.34K+ 17.13% |
$196K - $202K
|
29.7K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.08K+ 3.36% |
$184K - $190K
|
126K
$5.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.92K+ 10.91% |
$177K - $182K
|
39.8K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.32K+ 7720.93% |
$150K - $154K
|
3.36K
$156K
|