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 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-27.8K- 22.31% |
$1.27M - $1.34M
|
96.7K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.6K- 1.88% |
$1.36M - $1.42M
|
1.54M
$72M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-38.5K- 18.16% |
$1.77M - $1.85M
|
174K
$8.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-111K- 78.14% |
$5.1M - $5.35M
|
31.1K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-121K- 1.84% |
$5.55M - $5.82M
|
6.45M
$301M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-282K- 87.15% |
$12.9M - $13.5M
|
41.5K
$1.94M
|