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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.9K+ 8.71% |
$592K - $621K
|
161K
$7.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.47K+ 13.81% |
$113K - $119K
|
20.4K
$953K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
121KNew |
$5.54M - $5.81M
|
121K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.6K+ 7.44% |
$394K - $413K
|
124K
$5.81M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-995- 10.74% |
$45.5K - $48K
|
8.27K
$387K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
65.1K+ 14.53% |
$2.97M - $3.14M
|
513K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 91.97% |
$105K - $111K
|
200
$9.36K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 12.41% |
$33.8K - $35.7K
|
5.22K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.5K- 78.06% |
$1.03M - $1.08M
|
6.31K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.96K+ 43.71% |
$181K - $191K
|
13K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-151K- 6.54% |
$6.89M - $7.28M
|
2.15M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.2KNew |
$4.26M - $4.5M
|
93.2K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
138KNew |
$6.31M - $6.67M
|
138K
$6.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
105New |
$4.8K - $5.07K
|
105
$4.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-54.9K- 92.4% |
$2.51M - $2.65M
|
4.52K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.36K- 4.17% |
$108K - $114K
|
54.1K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.4K+ 53.8% |
$110K - $116K
|
6.86K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-309- 2.71% |
$14.1K - $14.9K
|
11.1K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$274 - $290
|
974
$45.6K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-230K- 98.03% |
$10.5M - $11.1M
|
4.61K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.15K+ 18.34% |
$144K - $152K
|
20.3K
$952K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.02K+ 5.87% |
$92.1K - $97.3K
|
36.3K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.89KNew |
$223K - $236K
|
4.89K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.3K+ 9.74% |
$1.57M - $1.66M
|
387K
$18.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
161K+ 91.95% |
$7.38M - $7.8M
|
337K
$15.8M
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-590K- 93.78% |
$26.6M - $27.4M
|
39.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$45.1 - $46.4
|
6.61K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
243KNew |
$11M - $11.3M
|
243K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
53New |
$2.39K - $2.46K
|
53
$2.48K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80New |
$3.61K - $3.72K
|
80
$3.75K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
642New |
$28.9K - $29.8K
|
642
$30.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
492New |
$22.2K - $22.8K
|
492
$23K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
264+ 942.86% |
$11.9K - $12.3K
|
292
$13.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
39.1KNew |
$1.76M - $1.82M
|
39.1K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
165New |
$7.44K - $7.66K
|
165
$7.73K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.45KNew |
$291K - $299K
|
6.45K
$302K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81+ 1.63% |
$3.65K - $3.76K
|
5.04K
$236K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 7.07% |
$894K - $918K
|
295K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.9K+ 754.43% |
$1.51M - $1.55M
|
37.2K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
35+ 0.72% |
$1.6K - $1.65K
|
4.88K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.3KNew |
$1.25M - $1.28M
|
27.3K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 72.98% |
$58.5K - $60.1K
|
472
$22.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
840New |
$38.5K - $39.6K
|
840
$39.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
555+ 7.5% |
$24.1K - $26.1K
|
7.96K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
427New |
$18.5K - $20.1K
|
427
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.4KNew |
$710K - $771K
|
16.4K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 58.9% |
$339K - $368K
|
5.45K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.8KNew |
$1.25M - $1.36M
|
28.8K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.8KNew |
$642K - $697K
|
14.8K
$693K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$44.4 - $46.3
|
1
$46.8
|
|