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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-839- 5.4% |
$38.6K - $39.7K
|
14.7K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-6.31K- 14.68% |
$290K - $299K
|
36.7K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$597 - $615
|
13
$619
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
132K+ 71.51% |
$6.05M - $6.23M
|
316K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 1.15% |
$2.3K - $2.37K
|
4.4K
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-136- 0.6% |
$6.25K - $6.44K
|
22.4K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.48K- 0.65% |
$68.1K - $70.1K
|
227K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 23.78% |
$507K - $523K
|
57.5K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.53K+ 7.84% |
$346K - $356K
|
104K
$4.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.11K+ 4.21% |
$327K - $336K
|
176K
$8.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.3K- 32.4% |
$2.91M - $2.99M
|
132K
$6.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9.39K+ 3.69% |
$432K - $445K
|
264K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
401+ 1.05% |
$18.4K - $19K
|
38.7K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.44K+ 1.19% |
$66.1K - $68.1K
|
123K
$5.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-388- 1.42% |
$17.8K - $18.4K
|
27K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.11K+ 7.72% |
$327K - $337K
|
99.3K
$4.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.91KNew |
$134K - $138K
|
2.91K
$139K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.53K- 15.98% |
$70.2K - $72.3K
|
8.03K
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.3KNew |
$474K - $489K
|
10.3K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
72.7K+ 4.03% |
$3.34M - $3.44M
|
1.87M
$89.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-808- 8.14% |
$37.1K - $38.2K
|
9.12K
$434K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2K- 2.23% |
$92K - $94.8K
|
87.6K
$4.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
68+ 0.57% |
$3.12K - $3.22K
|
11.9K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
128KNew |
$5.89M - $6.07M
|
128K
$6.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
202K+ 127.44% |
$9.28M - $9.56M
|
361K
$17.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.6K- 23.37% |
$349K - $360K
|
24.9K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.3K- 12.15% |
$59.6K - $61.4K
|
9.38K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.42K+ 1.6% |
$433K - $446K
|
596K
$28.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.2K- 8.6% |
$558K - $575K
|
129K
$6.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 11.01% |
$121K - $125K
|
26.6K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
31.6K+ 124.32% |
$1.45M - $1.49M
|
57K
$2.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01K+ 42.08% |
$92.5K - $95.3K
|
6.8K
$324K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
40.3K+ 10.0% |
$1.85M - $1.91M
|
444K
$21.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.72K- 3.16% |
$309K - $318K
|
206K
$9.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.19K+ 1.83% |
$422K - $435K
|
510K
$24.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 2.39% |
$37.9K - $39K
|
33.7K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-555- 10.76% |
$25.5K - $26.3K
|
4.6K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.38K+ 12.03% |
$63.4K - $65.3K
|
12.9K
$612K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 28.75% |
$81.3K - $83.7K
|
7.92K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.47KNew |
$435K - $448K
|
9.47K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.05K+ 11.59% |
$48.1K - $49.6K
|
10.1K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-568- 0.81% |
$26.1K - $26.9K
|
70K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.87K+ 19.42% |
$454K - $467K
|
60.7K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.73K+ 73.09% |
$79.3K - $81.6K
|
4.09K
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.32K+ 6.23% |
$60.7K - $62.6K
|
22.5K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45K+ 0.97% |
$66.7K - $68.7K
|
151K
$7.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106K- 73.57% |
$4.89M - $5.03M
|
38.2K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.44K+ 7.13% |
$112K - $115K
|
36.7K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.59KNew |
$165K - $170K
|
3.59K
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 12.28% |
$60.1K - $61.9K
|
12K
$570K
|