Purchases and Sales Made in Q3 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
191K+ 909.14% |
$8.74M - $9.23M
|
212K
$9.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
179KNew |
$8.18M - $8.64M
|
179K
$8.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
161K+ 91.95% |
$7.38M - $7.8M
|
337K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
148KNew |
$6.78M - $7.16M
|
148K
$6.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
146KNew |
$6.66M - $7.04M
|
146K
$6.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
122K+ 22.48% |
$5.58M - $5.9M
|
665K
$31.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87.6K+ 165.46% |
$4.01M - $4.23M
|
141K
$6.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
39.9K+ 8.77% |
$1.82M - $1.93M
|
495K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.3K+ 9.74% |
$1.57M - $1.66M
|
387K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
27.2K+ 6.47% |
$1.25M - $1.32M
|
448K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.6K+ 33.07% |
$1.12M - $1.19M
|
98.9K
$4.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.5K+ 299.68% |
$937K - $990K
|
27.3K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19.8K+ 1.57% |
$907K - $958K
|
1.29M
$60.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$695K - $734K
|
15.2K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.8K+ 14.74% |
$630K - $665K
|
107K
$5.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.54K+ 69.86% |
$436K - $461K
|
23.2K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.25KNew |
$423K - $447K
|
9.25K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.78K+ 36.19% |
$401K - $424K
|
33K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.11K+ 82.99% |
$371K - $392K
|
17.9K
$835K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.1KNew |
$279K - $294K
|
6.1K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 2.91% |
$245K - $259K
|
190K
$8.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.11KNew |
$233K - $247K
|
5.11K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.89KNew |
$223K - $236K
|
4.89K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.84K+ 3.52% |
$221K - $234K
|
142K
$6.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.57K+ 4.12% |
$209K - $221K
|
116K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.07K+ 22.15% |
$186K - $197K
|
22.5K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.74K+ 2.85% |
$171K - $181K
|
135K
$6.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 6.56% |
$156K - $165K
|
55.3K
$2.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.4K+ 11.45% |
$155K - $164K
|
33.1K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 8.7% |
$143K - $151K
|
39.2K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.61K+ 18.37% |
$119K - $126K
|
16.8K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.02K+ 5.87% |
$92.1K - $97.3K
|
36.3K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.97K+ 2.74% |
$90.2K - $95.3K
|
74.1K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 25.59% |
$65K - $68.7K
|
6.98K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
601+ 5.68% |
$27.5K - $29K
|
11.2K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
546+ 0.79% |
$25K - $26.4K
|
70.1K
$3.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
429+ 1.9% |
$19.6K - $20.7K
|
23K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.09% |
$503 - $531
|
11.7K
$547K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-87- 0.95% |
$3.98K - $4.2K
|
9.09K
$425K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-355- 0.25% |
$16.2K - $17.1K
|
141K
$6.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-613- 11.31% |
$28K - $29.6K
|
4.81K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.42K- 25.09% |
$64.8K - $68.5K
|
4.23K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.39K- 19.81% |
$109K - $115K
|
9.66K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.43K- 44.99% |
$294K - $311K
|
7.86K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.2K- 29.89% |
$605K - $639K
|
31K
$1.45M
|