Purchases and Sales Made in Q4 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.47K+ 59.18% |
$251K - $263K
|
14.7K
$687K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$246K - $258K
|
5.36K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.34KNew |
$245K - $257K
|
5.34K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.1K+ 34.61% |
$234K - $245K
|
19.8K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.6KNew |
$211K - $221K
|
4.6K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.28K+ 88.93% |
$196K - $205K
|
9.08K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.12KNew |
$189K - $198K
|
4.12K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.74K+ 61.33% |
$171K - $180K
|
9.84K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 15.46% |
$164K - $172K
|
26.8K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.4K+ 1.9% |
$156K - $163K
|
182K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.92K+ 26.05% |
$134K - $141K
|
14.1K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 11.94% |
$123K - $129K
|
25.1K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.66KNew |
$122K - $128K
|
2.66K
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.47K+ 13.81% |
$113K - $119K
|
20.4K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.27K+ 3.24% |
$104K - $109K
|
72.3K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.68K+ 32.98% |
$77.2K - $80.9K
|
6.79K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.58K+ 17.41% |
$72.5K - $76.1K
|
10.7K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.45K+ 20.82% |
$66.6K - $69.8K
|
8.43K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 0.29% |
$65.2K - $68.4K
|
499K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.29K+ 16.01% |
$59K - $61.9K
|
9.32K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.27K+ 116.51% |
$58.2K - $61K
|
2.36K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 4.07% |
$57.9K - $60.7K
|
32.3K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 4.5% |
$50.4K - $52.9K
|
25.6K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
967+ 6.36% |
$44.3K - $46.5K
|
16.2K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
886+ 3.24% |
$40.6K - $42.6K
|
28.2K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
842+ 2.15% |
$38.6K - $40.5K
|
40K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
739New |
$33.9K - $35.5K
|
739
$34.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
598+ 0.44% |
$27.4K - $28.7K
|
136K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
536New |
$24.6K - $25.8K
|
536
$25K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
470+ 1.1% |
$21.5K - $22.6K
|
43.2K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
366+ 3.27% |
$16.8K - $17.6K
|
11.5K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$6.87K - $7.21K
|
150
$7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
71+ 0.61% |
$3.25K - $3.41K
|
11.8K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31+ 0.71% |
$1.42K - $1.49K
|
4.38K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$1.1K - $1.15K
|
24
$1.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12New |
$550 - $577
|
12
$560
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-345- 3.57% |
$15.8K - $16.6K
|
9.32K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-418- 0.08% |
$19.2K - $20.1K
|
495K
$23.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-476- 0.86% |
$21.8K - $22.9K
|
54.8K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-526- 6.77% |
$24.1K - $25.3K
|
7.24K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-585- 0.42% |
$26.8K - $28.1K
|
140K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-714- 16.32% |
$32.7K - $34.3K
|
3.66K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-867- 2.62% |
$39.7K - $41.7K
|
32.2K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01K- 0.8% |
$46.5K - $48.7K
|
126K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 13.58% |
$48.9K - $51.3K
|
6.79K
$317K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.75K- 16.32% |
$126K - $132K
|
14.1K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.51K- 52.93% |
$344K - $361K
|
6.68K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.2K- 28.15% |
$513K - $538K
|
28.6K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 41.12% |
$624K - $654K
|
19.5K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.8K- 38.84% |
$1.13M - $1.19M
|
39K
$1.82M
|