Latest Institutional Transactions on Usaa ETF Tr Core Intermediate (UITB)
This table provides information on the latest institutional transactions involving Usaa ETF Tr Core Intermediate (UITB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.6K- 23.37% |
$349K - $360K
|
24.9K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.3K- 12.15% |
$59.6K - $61.4K
|
9.38K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.42K+ 1.6% |
$433K - $446K
|
596K
$27.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.2K- 8.6% |
$558K - $575K
|
129K
$6.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 11.01% |
$121K - $125K
|
26.6K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
31.6K+ 124.32% |
$1.45M - $1.49M
|
57K
$2.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01K+ 42.08% |
$92.5K - $95.3K
|
6.8K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
40.3K+ 10.0% |
$1.85M - $1.91M
|
444K
$20.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.72K- 3.16% |
$309K - $318K
|
206K
$9.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.19K+ 1.83% |
$422K - $435K
|
510K
$23.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 2.39% |
$37.9K - $39K
|
33.7K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-555- 10.76% |
$25.5K - $26.3K
|
4.6K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.38K+ 12.03% |
$63.4K - $65.3K
|
12.9K
$601K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.87K+ 19.42% |
$454K - $467K
|
60.7K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 28.75% |
$81.3K - $83.7K
|
7.92K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.47KNew |
$435K - $448K
|
9.47K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.05K+ 11.59% |
$48.1K - $49.6K
|
10.1K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-568- 0.81% |
$26.1K - $26.9K
|
70K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.73K+ 73.09% |
$79.3K - $81.6K
|
4.09K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45K+ 0.97% |
$66.7K - $68.7K
|
151K
$7.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.32K+ 6.23% |
$60.7K - $62.6K
|
22.5K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106K- 73.57% |
$4.89M - $5.03M
|
38.2K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.44K+ 7.13% |
$112K - $115K
|
36.7K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.59KNew |
$165K - $170K
|
3.59K
$168K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5.73K+ 3.98% |
$263K - $271K
|
150K
$6.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 12.28% |
$60.1K - $61.9K
|
12K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
471+ 1.86% |
$21.6K - $22.3K
|
25.7K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.91K+ 1.38% |
$87.7K - $90.3K
|
141K
$6.58M
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-17.1K- 9.15% |
$779K - $809K
|
170K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.89KNew |
$222K - $231K
|
4.89K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.68K+ 3.36% |
$167K - $174K
|
113K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245New |
$11.1K - $11.6K
|
245
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.4K+ 14.92% |
$200K - $208K
|
33.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 37.93% |
$493K - $512K
|
17.8K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.53M- 99.12% |
$69.5M - $72.2M
|
13.7K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45K+ 5.4% |
$2.05M - $2.13M
|
879K
$41.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
658K+ 28.44% |
$29.9M - $31M
|
2.97M
$139M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-649- 0.67% |
$29.5K - $30.6K
|
96.1K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
267K+ 12.38% |
$12.1M - $12.6M
|
2.42M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.1KNew |
$322K - $335K
|
7.1K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.7K+ 136.0% |
$804K - $836K
|
30.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-858- 12.85% |
$39K - $40.5K
|
5.82K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-171- 4.15% |
$7.77K - $8.07K
|
3.95K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 6.85% |
$467K - $485K
|
161K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$48.6K - $50.5K
|
1.07K
$50.1K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.08M - $1.12M
|
23.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.6KNew |
$1.57M - $1.63M
|
34.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 62.19% |
$771K - $801K
|
44.3K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 53.9% |
$1.01M - $1.05M
|
19K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.1KNew |
$322K - $335K
|
7.1K
$332K
|
|