Purchases and Sales Made in Q1 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q1 2024. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.6KNew |
$303K - $311K
|
6.6K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.34K+ 8.31% |
$291K - $299K
|
82.7K
$3.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.64K+ 8.45% |
$259K - $266K
|
72.4K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.47KNew |
$251K - $258K
|
5.47K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.99K+ 16.16% |
$229K - $235K
|
35.9K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.75K+ 53.22% |
$172K - $177K
|
10.8K
$496K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.95K+ 11.64% |
$135K - $139K
|
28.3K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.88K+ 5.7% |
$132K - $136K
|
53.4K
$2.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.09KNew |
$50K - $51.3K
|
1.09K
$50K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
979+ 4.08% |
$44.9K - $46.1K
|
25K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
840New |
$38.5K - $39.6K
|
840
$38.6K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
343+ 3.17% |
$15.7K - $16.2K
|
11.2K
$513K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
320+ 4.35% |
$14.7K - $15.1K
|
7.67K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$9.17K - $9.42K
|
200
$9.18K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
122New |
$5.59K - $5.75K
|
122
$5.6K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
35+ 0.72% |
$1.6K - $1.65K
|
4.88K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28New |
$1.28K - $1.32K
|
28
$1.29K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.05% |
$459 - $471
|
959
$44K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-85- 40.67% |
$3.9K - $4K
|
124
$5.69K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-313- 2.59% |
$14.4K - $14.7K
|
11.8K
$540K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-584- 6.11% |
$26.8K - $27.5K
|
8.97K
$412K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-595- 2.41% |
$27.3K - $28K
|
24.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.2K- 19.45% |
$55.1K - $56.6K
|
4.98K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 72.98% |
$58.5K - $60.1K
|
472
$21.7K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.69K- 6.26% |
$77.7K - $79.8K
|
25.3K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.03K- 26.43% |
$93.1K - $95.6K
|
5.65K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.65K- 4.15% |
$122K - $125K
|
61.2K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 19.22% |
$185K - $190K
|
16.9K
$777K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.09K- 34.36% |
$188K - $193K
|
7.82K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.69K- 48.58% |
$215K - $221K
|
4.96K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-5.13K- 19.28% |
$235K - $242K
|
21.5K
$986K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.58K- 4.76% |
$256K - $263K
|
112K
$5.13M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-11.2K- 0.06% |
$515K - $529K
|
19.5M
$895M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 17.57% |
$778K - $799K
|
79.6K
$3.65M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.6K- 22.92% |
$1.13M - $1.16M
|
82.7K
$3.79M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.1K- 2.8% |
$2.25M - $2.31M
|
1.7M
$78.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-617K- 40.08% |
$28.3M - $29.1M
|
923K
$42.4M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-653K- 96.4% |
$29.9M - $30.8M
|
24.4K
$1.12M
|