Purchases and Sales Made in Q2 2025 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
17.1K+ 10.08% |
$788K - $812K
|
187K
$8.8M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.87K+ 19.42% |
$454K - $467K
|
60.7K
$2.85M
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.47KNew |
$435K - $448K
|
9.47K
$445K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.19K+ 1.83% |
$422K - $435K
|
510K
$24M
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5.73K+ 3.98% |
$263K - $271K
|
150K
$7.02M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.59KNew |
$165K - $170K
|
3.59K
$168K
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.44K+ 7.13% |
$112K - $115K
|
36.7K
$1.72M
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.91K+ 1.38% |
$87.7K - $90.3K
|
141K
$6.6M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 28.75% |
$81.3K - $83.7K
|
7.92K
$372K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.73K+ 73.09% |
$79.3K - $81.6K
|
4.09K
$192K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45K+ 0.97% |
$66.7K - $68.7K
|
151K
$7.12M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.38K+ 12.03% |
$63.4K - $65.3K
|
12.9K
$604K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.32K+ 6.23% |
$60.7K - $62.6K
|
22.5K
$1.06M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 12.28% |
$60.1K - $61.9K
|
12K
$562K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.05K+ 11.59% |
$48.1K - $49.6K
|
10.1K
$474K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
471+ 1.86% |
$21.6K - $22.3K
|
25.7K
$1.21M
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-555- 10.76% |
$25.5K - $26.3K
|
4.6K
$216K
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-568- 0.81% |
$26.1K - $26.9K
|
70K
$3.29M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 2.39% |
$37.9K - $39K
|
33.7K
$1.58M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106K- 73.57% |
$4.89M - $5.03M
|
38.2K
$1.79M
|