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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.57K+ 4.7% |
$344K - $357K
|
169K
$7.93M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
63+ 0.53% |
$2.86K - $2.97K
|
11.9K
$557K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90+ 0.92% |
$4.09K - $4.25K
|
9.93K
$466K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
236+ 80.82% |
$10.7K - $11.1K
|
528
$24.8K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.9K+ 34.06% |
$1.6M - $1.68M
|
137K
$6.46M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.9K+ 200.16% |
$3.39M - $3.55M
|
111K
$5.21M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.82K+ 103.21% |
$450K - $472K
|
19.3K
$908K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.28K+ 88.93% |
$196K - $205K
|
9.08K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
536New |
$24.6K - $25.8K
|
536
$25.2K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.66KNew |
$122K - $128K
|
2.66K
$125K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31+ 0.71% |
$1.42K - $1.49K
|
4.38K
$206K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12New |
$550 - $577
|
12
$564
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-714- 16.32% |
$32.7K - $34.3K
|
3.66K
$172K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-526- 6.77% |
$24.1K - $25.3K
|
7.24K
$340K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.09K+ 27.9% |
$371K - $389K
|
37.1K
$1.74M
|
|
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
$530K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.92K+ 26.05% |
$134K - $141K
|
14.1K
$664K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
739New |
$33.9K - $35.5K
|
739
$34.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$1.1K - $1.15K
|
24
$1.13K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.58K+ 17.41% |
$72.5K - $76.1K
|
10.7K
$501K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 15.46% |
$164K - $172K
|
26.8K
$1.26M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$6.87K - $7.21K
|
150
$7.05K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
30.6K+ 4.6% |
$1.4M - $1.47M
|
696K
$32.7M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 41.12% |
$624K - $654K
|
19.5K
$915K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.2KNew |
$4.26M - $4.5M
|
93.2K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 12.41% |
$33.8K - $35.7K
|
5.22K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 91.97% |
$105K - $111K
|
200
$9.39K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
105New |
$4.8K - $5.07K
|
105
$4.93K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
138KNew |
$6.31M - $6.67M
|
138K
$6.49M
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-54.9K- 92.4% |
$2.51M - $2.65M
|
4.52K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-309- 2.71% |
$14.1K - $14.9K
|
11.1K
$520K
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.36K- 4.17% |
$108K - $114K
|
54.1K
$2.54M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.4K+ 53.8% |
$110K - $116K
|
6.86K
$322K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$274 - $290
|
974
$45.7K
|
|
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
$955K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.02K+ 5.87% |
$92.1K - $97.3K
|
36.3K
$1.71M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.89KNew |
$223K - $236K
|
4.89K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.3K+ 9.74% |
$1.57M - $1.66M
|
387K
$18.2M
|
|
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
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$45.1 - $46.4
|
6.61K
$310K
|
|
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
$2.49K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80New |
$3.61K - $3.72K
|
80
$3.76K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
642New |
$28.9K - $29.8K
|
642
$30.2K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
492New |
$22.2K - $22.8K
|
492
$23.1K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
39.1KNew |
$1.76M - $1.82M
|
39.1K
$1.84M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
165New |
$7.44K - $7.66K
|
165
$7.75K
|