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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.7K- 11.89% |
$984K - $1.02M
|
161K
$7.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.89K- 6.4% |
$313K - $325K
|
101K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.93K- 10.08% |
$178K - $185K
|
35.1K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.91K+ 5.63% |
$223K - $232K
|
92.1K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-32.4K- 18.65% |
$1.47M - $1.53M
|
141K
$6.64M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.6K+ 17.2% |
$891K - $926K
|
134K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.18K- 5.82% |
$53.8K - $55.9K
|
19.2K
$901K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
772KNew |
$35M - $36.4M
|
772K
$36.2M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-846K- 13.11% |
$38.4M - $39.9M
|
5.61M
$263M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.08K+ 9.46% |
$185K - $193K
|
47.3K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 9.33% |
$232K - $241K
|
60K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$70.2K - $73K
|
1.55K
$72.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.3K+ 15.95% |
$560K - $582K
|
89.6K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.58K- 2.15% |
$344K - $358K
|
345K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 25.13% |
$14.3M - $14.9M
|
1.57M
$73.7M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
4.19K+ 1.25% |
$190K - $198K
|
339K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
183KNew |
$8.31M - $8.63M
|
183K
$8.59M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 24.83% |
$5.79M - $6.01M
|
641K
$30.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-65.3K- 42.42% |
$2.97M - $3.08M
|
88.7K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.89K+ 18.49% |
$268K - $278K
|
37.8K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
64.6K+ 23.74% |
$2.93M - $3.05M
|
336K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
545+ 0.35% |
$24.7K - $25.7K
|
158K
$7.43M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
230K+ 42.16% |
$10.5M - $10.9M
|
776K
$36.4M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-224K- 1.22% |
$10.2M - $10.5M
|
18.1M
$849M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
197New |
$8.95K - $9.29K
|
197
$9.25K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-14.4K- 10.59% |
$653K - $678K
|
121K
$5.7M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41.4K+ 2.35% |
$1.88M - $1.95M
|
1.8M
$84.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.55K- 17.9% |
$161K - $168K
|
16.3K
$765K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
22.8K+ 4.41% |
$1.04M - $1.08M
|
540K
$25.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-114K- 90.4% |
$5.18M - $5.38M
|
12.1K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.04K+ 34.59% |
$320K - $332K
|
27.4K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5KNew |
$706K - $733K
|
15.5K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.14K+ 0.85% |
$97.1K - $101K
|
255K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.92K+ 11.85% |
$223K - $232K
|
46.4K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
11.8K+ 5.45% |
$537K - $558K
|
229K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
26.8K+ 231.97% |
$1.22M - $1.26M
|
38.3K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-558- 10.45% |
$25.3K - $26.3K
|
4.78K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
234+ 2.51% |
$10.6K - $11K
|
9.55K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.65K+ 0.9% |
$74.8K - $77.8K
|
184K
$8.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
371+ 1.67% |
$16.8K - $17.5K
|
22.6K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.08KNew |
$140K - $146K
|
3.08K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
239+ 0.74% |
$10.9K - $11.3K
|
32.5K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-838- 12.34% |
$38.1K - $39.5K
|
5.95K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.4K- 1.21% |
$109K - $113K
|
195K
$9.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.44K- 35.97% |
$111K - $115K
|
4.35K
$204K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 6.25% |
$45.9K - $47.7K
|
17.2K
$807K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18.2K+ 12.93% |
$824K - $856K
|
159K
$7.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
25.4KNew |
$1.15M - $1.2M
|
25.4K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 7.55% |
$137K - $142K
|
43K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.14K- 22.94% |
$324K - $337K
|
24K
$1.13M
|