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 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
474K+ 36.86% |
$21.7M - $22.8M
|
1.76M
$82M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
314K+ 99.36% |
$14.4M - $15.1M
|
629K
$29.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
135K+ 98.86% |
$6.19M - $6.5M
|
272K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
130K+ 87.11% |
$5.95M - $6.24M
|
279K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
121KNew |
$5.54M - $5.81M
|
121K
$5.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
92.4KNew |
$4.23M - $4.44M
|
92.4K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
68.9K+ 15.37% |
$3.16M - $3.31M
|
517K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
49.7K+ 29.69% |
$2.28M - $2.39M
|
217K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
34.6K+ 6.76% |
$1.58M - $1.66M
|
546K
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9KNew |
$1.46M - $1.53M
|
31.9K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
30.6K+ 4.6% |
$1.4M - $1.47M
|
696K
$32.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
26.7K+ 24.87% |
$1.22M - $1.28M
|
134K
$6.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
18.2K+ 12.52% |
$836K - $877K
|
164K
$7.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
18K+ 424.24% |
$823K - $863K
|
22.2K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 9.5% |
$612K - $642K
|
154K
$7.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
13.1K+ 17.72% |
$602K - $631K
|
87.2K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.9K+ 8.71% |
$592K - $621K
|
161K
$7.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.3KNew |
$517K - $542K
|
11.3K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 5.17% |
$510K - $535K
|
227K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5K+ 10.64% |
$482K - $506K
|
109K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.6K+ 7.44% |
$394K - $413K
|
124K
$5.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.8K+ 1.96% |
$312K - $327K
|
354K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.65K+ 28.98% |
$305K - $320K
|
29.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.86K+ 2.38% |
$269K - $282K
|
252K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$246K - $258K
|
5.36K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.34KNew |
$245K - $257K
|
5.34K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.1K+ 34.61% |
$234K - $245K
|
19.8K
$924K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.6KNew |
$211K - $221K
|
4.6K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.74K+ 61.33% |
$171K - $180K
|
9.84K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 15.46% |
$164K - $172K
|
26.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.92K+ 26.05% |
$134K - $141K
|
14.1K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 11.94% |
$123K - $129K
|
25.1K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.47K+ 13.81% |
$113K - $119K
|
20.4K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.27K+ 3.24% |
$104K - $109K
|
72.3K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.68K+ 32.98% |
$77.2K - $80.9K
|
6.79K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.58K+ 17.41% |
$72.5K - $76.1K
|
10.7K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.45K+ 20.82% |
$66.6K - $69.8K
|
8.43K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.27K+ 116.51% |
$58.2K - $61K
|
2.36K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 4.07% |
$57.9K - $60.7K
|
32.3K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
967+ 6.36% |
$44.3K - $46.5K
|
16.2K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
886+ 3.24% |
$40.6K - $42.6K
|
28.2K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
842+ 2.15% |
$38.6K - $40.5K
|
40K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
739New |
$33.9K - $35.5K
|
739
$34.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
598+ 0.44% |
$27.4K - $28.7K
|
136K
$6.32M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
470+ 1.1% |
$21.5K - $22.6K
|
43.2K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
366+ 3.27% |
$16.8K - $17.6K
|
11.5K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$6.87K - $7.21K
|
150
$6.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
71+ 0.61% |
$3.25K - $3.41K
|
11.8K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$1.1K - $1.15K
|
24
$1.12K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
572K+ 37.17% |
$26.2M - $27.6M
|
2.11M
$98.3M
|
|