Ima Wealth, Inc. Usaa ETF Tr Core Intermediate Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Ima Wealth, Inc. holds 182,951 shares of UITB stock, worth $8.41 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

182,951

Holding current value

$8.41 Million

% of portfolio

1.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$45.41 - $47.18 $8.31 Million - $8.63 Million	182,951 New	182,951 $8.59 Million

Others Institutions Holding UITB

# of Institutions

124

Shares Held

46.9M

Call Options Held

Put Options Held

Victory Capital Management Inc

18.1M
Shares

$831 Million
0.92% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.61M
Shares

$258 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$137 Million
0.01% of portfolio
United Services Automobile Association San Antonio, TX

2.42M
Shares

$111 Million
3.53% of portfolio
Bogart Wealth, LLC

1.8M
Shares

$82.8 Million
4.01% of portfolio

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account