Purchases and Sales Made in Q4 2023 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
209New |
$9.06K - $9.84K
|
209
$9.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
43New |
$1.86K - $2.02K
|
43
$1.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.17% |
$477 - $518
|
949
$43.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-77- 4.22% |
$3.34K - $3.63K
|
1.75K
$80.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-136- 0.56% |
$5.9K - $6.4K
|
24K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-270- 3.54% |
$11.7K - $12.7K
|
7.35K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-315- 5.89% |
$13.7K - $14.8K
|
5.03K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-666- 9.73% |
$28.9K - $31.4K
|
6.18K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-755- 5.88% |
$32.7K - $35.6K
|
12.1K
$559K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-914- 1.35% |
$39.6K - $43K
|
66.8K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.78K- 7.95% |
$77.3K - $83.9K
|
20.6K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 58.9% |
$339K - $368K
|
5.45K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8.62K- 11.89% |
$374K - $406K
|
63.9K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9K- 22.56% |
$390K - $424K
|
30.9K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 65.8% |
$691K - $750K
|
8.28K
$383K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.9K- 28.83% |
$1.34M - $1.46M
|
76.3K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90K- 94.51% |
$3.9M - $4.24M
|
5.23K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-93.2K- 54.99% |
$4.04M - $4.39M
|
76.3K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-134K- 2.32% |
$5.83M - $6.33M
|
5.66M
$262M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-229K- 1.16% |
$9.93M - $10.8M
|
19.5M
$902M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-258K- 40.94% |
$11.2M - $12.2M
|
373K
$17.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-794K- 51.58% |
$34.4M - $37.4M
|
745K
$34.5M
|