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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 0.29% |
$65.2K - $68.4K
|
499K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
45KNew |
$2.06M - $2.16M
|
45K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
8.8K+ 76.12% |
$403K - $423K
|
20.4K
$953K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01K- 0.8% |
$46.5K - $48.7K
|
126K
$5.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
49.7K+ 29.69% |
$2.28M - $2.39M
|
217K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-38.5K- 18.16% |
$1.77M - $1.85M
|
174K
$8.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-121K- 1.84% |
$5.55M - $5.82M
|
6.45M
$302M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.94K+ 0.05% |
$410K - $430K
|
18.3M
$857M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
123K+ 57.65% |
$5.62M - $5.89M
|
335K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
783KNew |
$35.9M - $37.6M
|
783K
$36.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 13.58% |
$48.9K - $51.3K
|
6.79K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
130K+ 87.11% |
$5.95M - $6.24M
|
279K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.3KNew |
$517K - $542K
|
11.3K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
470+ 1.1% |
$21.5K - $22.6K
|
43.2K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.1K+ 34.61% |
$234K - $245K
|
19.8K
$929K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.92K+ 26.05% |
$134K - $141K
|
14.1K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 5.17% |
$510K - $535K
|
227K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
739New |
$33.9K - $35.5K
|
739
$34.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 9.5% |
$612K - $642K
|
154K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
366+ 3.27% |
$16.8K - $17.6K
|
11.5K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.8K+ 1.96% |
$312K - $327K
|
354K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
68.9K+ 15.37% |
$3.16M - $3.31M
|
517K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$1.1K - $1.15K
|
24
$1.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 4.07% |
$57.9K - $60.7K
|
32.3K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-585- 0.42% |
$26.8K - $28.1K
|
140K
$6.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 11.94% |
$123K - $129K
|
25.1K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.86K+ 2.38% |
$269K - $282K
|
252K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5K+ 10.64% |
$482K - $506K
|
109K
$5.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.58K+ 17.41% |
$72.5K - $76.1K
|
10.7K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
474K+ 36.86% |
$21.7M - $22.8M
|
1.76M
$82.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9KNew |
$1.46M - $1.53M
|
31.9K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
135K+ 98.86% |
$6.19M - $6.5M
|
272K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
13.1K+ 17.72% |
$602K - $631K
|
87.2K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.6KNew |
$211K - $221K
|
4.6K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
18.2K+ 12.52% |
$836K - $877K
|
164K
$7.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
18K+ 424.24% |
$823K - $863K
|
22.2K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
34.6K+ 6.76% |
$1.58M - $1.66M
|
546K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 15.46% |
$164K - $172K
|
26.8K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-111K- 78.14% |
$5.1M - $5.35M
|
31.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$246K - $258K
|
5.36K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.45K+ 20.82% |
$66.6K - $69.8K
|
8.43K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.68K+ 32.98% |
$77.2K - $80.9K
|
6.79K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
26.7K+ 24.87% |
$1.22M - $1.28M
|
134K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.27K+ 116.51% |
$58.2K - $61K
|
2.36K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$6.87K - $7.21K
|
150
$7.02K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
842+ 2.15% |
$38.6K - $40.5K
|
40K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
886+ 3.24% |
$40.6K - $42.6K
|
28.2K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-345- 3.57% |
$15.8K - $16.6K
|
9.32K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
967+ 6.36% |
$44.3K - $46.5K
|
16.2K
$757K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
30.6K+ 4.6% |
$1.4M - $1.47M
|
696K
$32.6M
|