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 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5.73K+ 3.98% |
$263K - $271K
|
150K
$7.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
471+ 1.86% |
$21.6K - $22.3K
|
25.7K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.91K+ 1.38% |
$87.7K - $90.3K
|
141K
$6.7M
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
530K+ 10.43% |
$24M - $25M
|
5.61M
$267M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-17.1K- 9.15% |
$779K - $809K
|
170K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.1KNew |
$322K - $335K
|
7.1K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-171- 4.15% |
$7.77K - $8.07K
|
3.95K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.53M- 99.12% |
$69.5M - $72.2M
|
13.7K
$651K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245New |
$11.1K - $11.6K
|
245
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.68K+ 3.36% |
$167K - $174K
|
113K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
267K+ 12.38% |
$12.1M - $12.6M
|
2.42M
$115M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.7K+ 136.0% |
$804K - $836K
|
30.7K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 53.9% |
$1.01M - $1.05M
|
19K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.08M - $1.12M
|
23.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.1KNew |
$322K - $335K
|
7.1K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.6K+ 17.2% |
$891K - $926K
|
134K
$6.37M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$70.2K - $73K
|
1.55K
$73.7K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
4.19K+ 1.25% |
$190K - $198K
|
339K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
230K+ 42.16% |
$10.5M - $10.9M
|
776K
$37M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-114K- 90.4% |
$5.18M - $5.38M
|
12.1K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.08KNew |
$140K - $146K
|
3.08K
$147K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-838- 12.34% |
$38.1K - $39.5K
|
5.95K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
236+ 80.82% |
$10.7K - $11.1K
|
528
$25.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.28K+ 88.93% |
$196K - $205K
|
9.08K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.82K+ 103.21% |
$450K - $472K
|
19.3K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.9K+ 200.16% |
$3.39M - $3.55M
|
111K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
536New |
$24.6K - $25.8K
|
536
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.66KNew |
$122K - $128K
|
2.66K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-714- 16.32% |
$32.7K - $34.3K
|
3.66K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31+ 0.71% |
$1.42K - $1.49K
|
4.38K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-526- 6.77% |
$24.1K - $25.3K
|
7.24K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
130K+ 87.11% |
$5.95M - $6.24M
|
279K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.3KNew |
$517K - $542K
|
11.3K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.92K+ 26.05% |
$134K - $141K
|
14.1K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$1.1K - $1.15K
|
24
$1.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 15.46% |
$164K - $172K
|
26.8K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$6.87K - $7.21K
|
150
$7.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
30.6K+ 4.6% |
$1.4M - $1.47M
|
696K
$33.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 41.12% |
$624K - $654K
|
19.5K
$928K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 12.41% |
$33.8K - $35.7K
|
5.22K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 91.97% |
$105K - $111K
|
200
$9.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
105New |
$4.8K - $5.07K
|
105
$5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
138KNew |
$6.31M - $6.67M
|
138K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-54.9K- 92.4% |
$2.51M - $2.65M
|
4.52K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-309- 2.71% |
$14.1K - $14.9K
|
11.1K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.36K- 4.17% |
$108K - $114K
|
54.1K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.4K+ 53.8% |
$110K - $116K
|
6.86K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$274 - $290
|
974
$46.4K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-230K- 98.03% |
$10.5M - $11.1M
|
4.61K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.15K+ 18.34% |
$144K - $152K
|
20.3K
$969K
|
|