Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-653K- 96.4% |
$29.9M - $30.8M
|
24.4K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.1K- 2.8% |
$2.25M - $2.31M
|
1.7M
$78.9M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-11.2K- 0.06% |
$515K - $529K
|
19.5M
$902M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.58K- 4.76% |
$256K - $263K
|
112K
$5.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-5.13K- 19.28% |
$235K - $242K
|
21.5K
$995K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.69K- 48.58% |
$215K - $221K
|
4.96K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.09K- 34.36% |
$188K - $193K
|
7.82K
$362K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 19.22% |
$185K - $190K
|
16.9K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.65K- 4.15% |
$122K - $125K
|
61.2K
$2.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.03K- 26.43% |
$93.1K - $95.6K
|
5.65K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.69K- 6.26% |
$77.7K - $79.8K
|
25.3K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 72.98% |
$58.5K - $60.1K
|
472
$21.9K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.2K- 19.45% |
$55.1K - $56.6K
|
4.98K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-595- 2.41% |
$27.3K - $28K
|
24.1K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-584- 6.11% |
$26.8K - $27.5K
|
8.97K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-313- 2.59% |
$14.4K - $14.7K
|
11.8K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-85- 40.67% |
$3.9K - $4K
|
124
$5.74K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 65.8% |
$691K - $750K
|
8.28K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 58.9% |
$339K - $368K
|
5.45K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-315- 5.89% |
$13.7K - $14.8K
|
5.03K
$233K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 84.42% |
$10.3K - $10.8K
|
43
$1.99K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.8K- 46.59% |
$1.89M - $1.98M
|
47.9K
$2.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-528- 48.98% |
$23.9K - $25K
|
550
$25.5K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.17K- 79.89% |
$406K - $428K
|
2.31K
$107K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-28.3K- 64.33% |
N/A
|
15.7K
$727K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.52KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-469Closed |
N/A
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-820Closed |
N/A
|
0
$0
|
|