Latest Institutional Purchases of Usaa ETF Tr Core Intermediate (UITB)
This list provides information on the latest institutional transactions involving Usaa ETF Tr Core Intermediate (UITB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
48.5K+ 23.17% |
$2.3M - $2.32M
|
258K
$12.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
34.1K+ 17.38% |
$1.62M - $1.63M
|
230K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 3.22% |
$801K - $810K
|
542K
$25.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
15.8K+ 10.96% |
$748K - $757K
|
160K
$7.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
15K+ 4.08% |
$709K - $717K
|
382K
$18.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.37K+ 22.89% |
$397K - $401K
|
45K
$2.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.39K+ 5.71% |
$350K - $354K
|
137K
$6.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.96K+ 21.87% |
$282K - $285K
|
33.2K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.98K+ 12.42% |
$189K - $191K
|
36K
$1.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 8.22% |
$148K - $150K
|
41.2K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 566.67% |
$142K - $143K
|
3.52K
$167K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 15.18% |
$66.4K - $67.2K
|
10.6K
$504K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
996+ 10.22% |
$47.2K - $47.7K
|
10.7K
$509K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
411+ 5.08% |
$19.5K - $19.7K
|
8.51K
$403K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
307+ 3.87% |
$14.5K - $14.7K
|
8.23K
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 1.44% |
$7.96K - $8.05K
|
11.8K
$561K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
61+ 1.23% |
$2.89K - $2.92K
|
5.01K
$238K
|
|
| Q3 2025 | |||||||
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1MNew |
$46.5M - $47.9M
|
1M
$47.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
831K+ 104.41% |
$38.5M - $39.7M
|
1.63M
$77M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
519K+ 10.23% |
$24.1M - $24.8M
|
5.59M
$265M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
462K+ 14.29% |
$21.4M - $22.1M
|
3.7M
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
241K+ 622.98% |
$11.2M - $11.5M
|
280K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
167K+ 21.53% |
$7.75M - $7.98M
|
943K
$44.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 15.62% |
$6.51M - $6.7M
|
1.04M
$49.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
121K+ 72.36% |
$5.59M - $5.76M
|
287K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
112KNew |
$5.21M - $5.36M
|
112K
$5.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.8K+ 522.9% |
$4.45M - $4.58M
|
114K
$5.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
92.6K+ 16.44% |
$4.29M - $4.42M
|
656K
$31.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
85.6KNew |
$3.97M - $4.09M
|
85.6K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.3K+ 6.34% |
$3.26M - $3.36M
|
1.18M
$55.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69.7K+ 7.01% |
$3.23M - $3.33M
|
1.06M
$50.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 38.57% |
$2.57M - $2.64M
|
199K
$9.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
52.7K+ 2.81% |
$2.44M - $2.51M
|
1.93M
$91.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
50.7KNew |
$2.35M - $2.42M
|
50.7K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 2.62% |
$2.3M - $2.37M
|
1.94M
$92.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
38.4K+ 67.46% |
$1.78M - $1.83M
|
95.4K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.8K+ 79.32% |
$1.62M - $1.66M
|
78.8K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
34.8K+ 22.66% |
$1.61M - $1.66M
|
188K
$8.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
33.8K+ 9.86% |
$1.57M - $1.61M
|
377K
$17.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.4K+ 4.09% |
$1.13M - $1.16M
|
621K
$29.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23.9K+ 6.88% |
$1.11M - $1.14M
|
372K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 21.42% |
$1.08M - $1.11M
|
132K
$6.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
23.1K+ 22.31% |
$1.07M - $1.1M
|
127K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20.2K+ 6.41% |
$938K - $965K
|
336K
$15.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 13.62% |
$844K - $869K
|
152K
$7.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.9K+ 45.83% |
$829K - $853K
|
56.9K
$2.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17.8K+ 4.02% |
$828K - $852K
|
461K
$21.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
16.6K+ 3.05% |
$772K - $795K
|
562K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
14K+ 6.17% |
$651K - $670K
|
241K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4KNew |
$623K - $641K
|
13.4K
$637K
|
|