Purchases and Sales Made in Q2 2025 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q2 2025. 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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01K+ 42.08% |
$92.5K - $95.3K
|
6.8K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.91K+ 1.38% |
$87.7K - $90.3K
|
141K
$6.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 28.75% |
$81.3K - $83.7K
|
7.92K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.73K+ 73.09% |
$79.3K - $81.6K
|
4.09K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.5K+ 0.43% |
$68.9K - $71K
|
347K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45K+ 0.97% |
$66.7K - $68.7K
|
151K
$7.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.44K+ 1.19% |
$66.1K - $68.1K
|
123K
$5.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.38K+ 12.03% |
$63.4K - $65.3K
|
12.9K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.33K+ 1.5% |
$61.3K - $63.1K
|
90K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.32K+ 6.23% |
$60.7K - $62.6K
|
22.5K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 12.28% |
$60.1K - $61.9K
|
12K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.05K+ 11.59% |
$48.1K - $49.6K
|
10.1K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.04K+ 3.01% |
$47.8K - $49.3K
|
35.6K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
751+ 4.61% |
$34.5K - $35.5K
|
17K
$808K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
498+ 2.6% |
$22.9K - $23.6K
|
19.7K
$932K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
471+ 1.86% |
$21.6K - $22.3K
|
25.7K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
401+ 1.05% |
$18.4K - $19K
|
38.7K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
154+ 1.62% |
$7.08K - $7.29K
|
9.63K
$456K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
68+ 0.57% |
$3.12K - $3.22K
|
11.9K
$565K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 30.96% |
$2.8K - $2.89K
|
258
$12.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 1.15% |
$2.3K - $2.37K
|
4.4K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
19New |
$873 - $899
|
19
$900
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$597 - $615
|
13
$616
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 1.03% |
$505 - $521
|
1.08K
$51.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 9.09% |
$689 - $710
|
150
$7.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-92- 0.8% |
$4.23K - $4.35K
|
11.4K
$540K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-136- 0.6% |
$6.25K - $6.44K
|
22.4K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-198- 0.52% |
$9.1K - $9.37K
|
37.6K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-252- 4.33% |
$11.6K - $11.9K
|
5.57K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-388- 1.42% |
$17.8K - $18.4K
|
27K
$1.28M
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-501- 3.42% |
$23K - $23.7K
|
14.1K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-555- 10.76% |
$25.5K - $26.3K
|
4.6K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-568- 0.81% |
$26.1K - $26.9K
|
70K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-710- 2.03% |
$32.6K - $33.6K
|
34.3K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-808- 8.14% |
$37.1K - $38.2K
|
9.12K
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 2.39% |
$37.9K - $39K
|
33.7K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-839- 5.4% |
$38.6K - $39.7K
|
14.7K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.14K- 6.65% |
$52.5K - $54.1K
|
16K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.3K- 12.15% |
$59.6K - $61.4K
|
9.38K
$444K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.48K- 0.65% |
$68.1K - $70.1K
|
227K
$10.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.49K- 8.41% |
$68.6K - $70.7K
|
16.3K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.53K- 15.98% |
$70.2K - $72.3K
|
8.03K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2K- 2.23% |
$92K - $94.8K
|
87.6K
$4.15M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.67K- 11.99% |
$260K - $268K
|
41.6K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.09K- 10.16% |
$280K - $288K
|
53.9K
$2.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-6.31K- 14.68% |
$290K - $299K
|
36.7K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.72K- 3.16% |
$309K - $318K
|
206K
$9.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.6K- 23.37% |
$349K - $360K
|
24.9K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.2K- 8.6% |
$558K - $575K
|
129K
$6.12M
|
|