Purchases and Sales Made in Q4 2023 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.75MNew |
$76M - $82.5M
|
1.75M
$80.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
479KNew |
$20.8M - $22.5M
|
479K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
427K+ 1221.07% |
$18.5M - $20.1M
|
462K
$21.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
394K+ 396.96% |
$17.1M - $18.5M
|
493K
$22.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
241K+ 697.58% |
$10.5M - $11.4M
|
276K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 27.43% |
$6.96M - $7.56M
|
745K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 79.45% |
$5.58M - $6.06M
|
291K
$13.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117K+ 240.14% |
$5.09M - $5.52M
|
166K
$7.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
117KNew |
$5.09M - $5.52M
|
117K
$5.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
91.3KNew |
$3.96M - $4.3M
|
91.3K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.9K+ 71.88% |
$3.34M - $3.62M
|
184K
$8.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
57.3K+ 73.13% |
$2.49M - $2.7M
|
136K
$6.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
50.1KNew |
$2.17M - $2.36M
|
50.1K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
49K+ 223.32% |
$2.12M - $2.31M
|
70.9K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
48.9K+ 2.28% |
$2.12M - $2.3M
|
2.2M
$101M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.4K+ 2943700.0% |
$1.28M - $1.39M
|
29.4K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29.4KNew |
$1.27M - $1.38M
|
29.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.8KNew |
$1.25M - $1.36M
|
28.8K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27KNew |
$1.17M - $1.27M
|
27K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 31.02% |
$1.17M - $1.27M
|
114K
$5.25M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
26.6KNew |
$1.15M - $1.25M
|
26.6K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 92.57% |
$1.05M - $1.14M
|
50.5K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.5K+ 1851.07% |
$1.02M - $1.1M
|
24.7K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
23K+ 58.33% |
$997K - $1.08M
|
62.4K
$2.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.5K+ 30.65% |
$934K - $1.01M
|
91.8K
$4.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
21KNew |
$909K - $987K
|
21K
$965K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20K+ 5.13% |
$866K - $940K
|
409K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.4KNew |
$710K - $771K
|
16.4K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.8KNew |
$642K - $697K
|
14.8K
$681K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14K+ 205.66% |
$607K - $659K
|
20.8K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.8K+ 31.06% |
$597K - $649K
|
58.1K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.7KNew |
$595K - $646K
|
13.7K
$631K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 72.96% |
$571K - $620K
|
31.2K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
12.2K+ 2.84% |
$529K - $574K
|
442K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.8KNew |
$470K - $510K
|
10.8K
$498K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.15KNew |
$397K - $431K
|
9.15K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.83K+ 67.33% |
$339K - $368K
|
19.4K
$895K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
7.68KNew |
$333K - $362K
|
7.68K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.3KNew |
$317K - $344K
|
7.3K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
7.05KNew |
$306K - $332K
|
7.05K
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.85KNew |
$210K - $228K
|
4.85K
$223K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.65K+ 93.04% |
$202K - $219K
|
9.65K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36KNew |
$189K - $205K
|
4.36K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.34K+ 13.37% |
$145K - $157K
|
28.4K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.92K+ 32.55% |
$127K - $138K
|
11.9K
$548K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.84K+ 12.63% |
$123K - $134K
|
25.3K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.44K+ 17.72% |
$62.4K - $67.7K
|
9.56K
$440K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
722New |
$31.3K - $34K
|
722
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
555+ 7.5% |
$24.1K - $26.1K
|
7.96K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
427New |
$18.5K - $20.1K
|
427
$19.6K
|
|