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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
210New |
$9.33K - $9.72K
|
210
$9.83K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
6.1KNew |
$279K - $288K
|
6.1K
$286K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$810K - $847K
|
17.9K
$838K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-528- 48.98% |
$23.9K - $25K
|
550
$25.8K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.17K- 79.89% |
$403K - $428K
|
2.31K
$108K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
82New |
$3.61K - $3.83K
|
82
$3.84K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
350New |
$15.4K - $16.3K
|
350
$16.4K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
903New |
$40.4K - $43.7K
|
903
$42.3K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.2KClosed |
$55.3K - $59.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.52KClosed |
$209K - $224K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31+ 0.28% |
$1.43K - $1.54K
|
11.2K
$523K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-28.3K- 64.33% |
$1.31M - $1.4M
|
15.7K
$735K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
66New |
$3.05K - $3.27K
|
66
$3.09K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7KNew |
$626K - $669K
|
12.7K
$594K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
140New |
$7.42K - $7.53K
|
140
$6.55K
|
|
| Q3 2020 | |||||||
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-41Closed |
$2.21K - $2.25K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-820Closed |
$41.6K - $44.2K
|
0
$0
|
|