Purchases and Sales Made in Q2 2023 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
231KNew |
$10.6M - $10.9M
|
231K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
192KNew |
$8.78M - $9.04M
|
192K
$8.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
189K+ 42.26% |
$8.66M - $8.92M
|
636K
$29.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.7K+ 67.35% |
$4.38M - $4.51M
|
238K
$10.9M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
73.1KNew |
$3.35M - $3.45M
|
73.1K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.7K+ 63.12% |
$2.87M - $2.96M
|
162K
$7.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.8K+ 91.46% |
$2.09M - $2.16M
|
95.8K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
28.2K+ 1.36% |
$1.29M - $1.33M
|
2.1M
$96.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.9KNew |
$1.19M - $1.22M
|
25.9K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21.7KNew |
$993K - $1.02M
|
21.7K
$996K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
21.7K+ 0.11% |
$992K - $1.02M
|
19.7M
$904M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 239.08% |
$658K - $678K
|
20.4K
$935K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14KNew |
$639K - $658K
|
14K
$641K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.7K+ 38.57% |
$626K - $645K
|
49.1K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 16.56% |
$484K - $498K
|
74.4K
$3.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
6.1KNew |
$279K - $288K
|
6.1K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.58K+ 93.28% |
$256K - $263K
|
11.6K
$531K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.19KNew |
$237K - $245K
|
5.19K
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.11K+ 18.3% |
$234K - $241K
|
33K
$1.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.58K+ 24.28% |
$164K - $169K
|
18.3K
$842K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.84K+ 329.7% |
$84.4K - $86.9K
|
2.4K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 19.68% |
$51.4K - $53K
|
6.83K
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
488New |
$22.3K - $23K
|
488
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
367+ 3.33% |
$16.8K - $17.3K
|
11.4K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
276New |
$12.6K - $13K
|
276
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
167+ 0.76% |
$7.65K - $7.88K
|
22.2K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111+ 1.24% |
$5.08K - $5.24K
|
9.09K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61+ 0.77% |
$2.79K - $2.88K
|
8.01K
$368K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50+ 0.65% |
$2.29K - $2.36K
|
7.74K
$355K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17New |
$778 - $802
|
17
$780
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.76% |
$321 - $330
|
930
$42.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-561- 3.0% |
$25.7K - $26.5K
|
18.1K
$832K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-664- 0.12% |
$30.4K - $31.3K
|
543K
$24.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.69K- 11.05% |
$77.4K - $79.7K
|
13.6K
$624K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.65K- 23.79% |
$213K - $220K
|
14.9K
$684K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-112K- 1.88% |
$5.14M - $5.3M
|
5.85M
$269M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-141K- 66.54% |
$6.44M - $6.64M
|
70.7K
$3.25M
|