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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
84.7K+ 32.28% |
$3.87M - $4.09M
|
347K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.36K- 4.17% |
$108K - $114K
|
54.1K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
20.1K+ 6.22% |
$919K - $971K
|
343K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-309- 2.71% |
$14.1K - $14.9K
|
11.1K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-54.9K- 92.4% |
$2.51M - $2.65M
|
4.52K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-485- 10.03% |
$22.2K - $23.4K
|
4.35K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
11.1K+ 5.5% |
$507K - $536K
|
213K
$9.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225K+ 59.79% |
$10.3M - $10.9M
|
602K
$27.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$274 - $290
|
974
$44.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-178- 2.24% |
$8.14K - $8.6K
|
7.76K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
135K+ 416.25% |
$6.17M - $6.51M
|
167K
$7.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.2K+ 96.19% |
$650K - $686K
|
29K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13.1K+ 5.61% |
$599K - $632K
|
247K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-26.5K- 16.25% |
$1.21M - $1.28M
|
137K
$6.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
267K+ 475.64% |
$12.2M - $12.9M
|
323K
$14.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-230K- 98.03% |
$10.5M - $11.1M
|
4.61K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-46.1K- 0.25% |
$2.11M - $2.23M
|
18.3M
$840M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65.7K+ 1953.35% |
$3M - $3.17M
|
69.1K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.68K+ 12.89% |
$77K - $81.3K
|
14.7K
$677K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.15K+ 18.34% |
$144K - $152K
|
20.3K
$933K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.89KNew |
$223K - $236K
|
4.89K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.02K+ 5.87% |
$92.1K - $97.3K
|
36.3K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
191K+ 909.14% |
$8.74M - $9.23M
|
212K
$9.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-87- 0.95% |
$3.98K - $4.2K
|
9.09K
$417K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
546+ 0.79% |
$25K - $26.4K
|
70.1K
$3.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.1KNew |
$279K - $294K
|
6.1K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
601+ 5.68% |
$27.5K - $29K
|
11.2K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.07K+ 22.15% |
$186K - $197K
|
22.5K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
179KNew |
$8.18M - $8.64M
|
179K
$8.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.6K+ 33.07% |
$1.12M - $1.19M
|
98.9K
$4.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 2.91% |
$245K - $259K
|
190K
$8.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.2K- 29.89% |
$605K - $639K
|
31K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.43K- 44.99% |
$294K - $311K
|
7.86K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.84K+ 3.52% |
$221K - $234K
|
142K
$6.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.61K+ 18.37% |
$119K - $126K
|
16.8K
$773K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
27.2K+ 6.47% |
$1.25M - $1.32M
|
448K
$20.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87.6K+ 165.46% |
$4.01M - $4.23M
|
141K
$6.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.25KNew |
$423K - $447K
|
9.25K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19.8K+ 1.57% |
$907K - $958K
|
1.29M
$59M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.54K+ 69.86% |
$436K - $461K
|
23.2K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.11KNew |
$233K - $247K
|
5.11K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.8K+ 14.74% |
$630K - $665K
|
107K
$4.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 6.56% |
$156K - $165K
|
55.3K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
161K+ 91.95% |
$7.38M - $7.8M
|
337K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.3K+ 9.74% |
$1.57M - $1.66M
|
387K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.97K+ 2.74% |
$90.2K - $95.3K
|
74.1K
$3.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
146KNew |
$6.66M - $7.04M
|
146K
$6.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
429+ 1.9% |
$19.6K - $20.7K
|
23K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
39.9K+ 8.77% |
$1.82M - $1.93M
|
495K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 25.59% |
$65K - $68.7K
|
6.98K
$320K
|