Purchases and Sales Made in Q4 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
783KNew |
$35.9M - $37.6M
|
783K
$36.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
652K+ 108.25% |
$29.9M - $31.3M
|
1.25M
$58.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
474K+ 36.86% |
$21.7M - $22.8M
|
1.76M
$81.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323K+ 184.22% |
$14.8M - $15.5M
|
498K
$23.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
314K+ 99.36% |
$14.4M - $15.1M
|
629K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
293K+ 54.21% |
$13.4M - $14.1M
|
834K
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 9.53% |
$9.23M - $9.68M
|
2.31M
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
182KNew |
$8.35M - $8.76M
|
182K
$8.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
135K+ 98.86% |
$6.19M - $6.5M
|
272K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
130K+ 87.11% |
$5.95M - $6.24M
|
279K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
123K+ 57.65% |
$5.62M - $5.89M
|
335K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
121KNew |
$5.54M - $5.81M
|
121K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
92.4KNew |
$4.23M - $4.44M
|
92.4K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.9K+ 200.16% |
$3.39M - $3.55M
|
111K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
68.9K+ 15.37% |
$3.16M - $3.31M
|
517K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
49.7K+ 29.69% |
$2.28M - $2.39M
|
217K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
45KNew |
$2.06M - $2.16M
|
45K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 9.54% |
$2.05M - $2.15M
|
513K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.2KNew |
$1.89M - $1.98M
|
41.2K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
34.6K+ 6.76% |
$1.58M - $1.66M
|
546K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
33.6K+ 45.43% |
$1.54M - $1.62M
|
108K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9KNew |
$1.46M - $1.53M
|
31.9K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
30.6K+ 4.6% |
$1.4M - $1.47M
|
696K
$32.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
26.7K+ 24.87% |
$1.22M - $1.28M
|
134K
$6.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
18.2K+ 12.52% |
$836K - $877K
|
164K
$7.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
18K+ 424.24% |
$823K - $863K
|
22.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
16KNew |
$731K - $767K
|
16K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 11.08% |
$687K - $720K
|
150K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.6K+ 99.47% |
$624K - $654K
|
27.3K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 9.5% |
$612K - $642K
|
154K
$7.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
13.1K+ 17.72% |
$602K - $631K
|
87.2K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.9K+ 8.71% |
$592K - $621K
|
161K
$7.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.3KNew |
$517K - $542K
|
11.3K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 5.17% |
$510K - $535K
|
227K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 58.13% |
$497K - $522K
|
29.5K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5K+ 10.64% |
$482K - $506K
|
109K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.82K+ 103.21% |
$450K - $472K
|
19.3K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.4K+ 2.74% |
$431K - $452K
|
353K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.27KNew |
$425K - $445K
|
9.27K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.94K+ 0.05% |
$410K - $430K
|
18.3M
$850M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
8.8K+ 76.12% |
$403K - $423K
|
20.4K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.6K+ 7.44% |
$394K - $413K
|
124K
$5.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.23K+ 11.91% |
$377K - $395K
|
77.3K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.09K+ 27.9% |
$371K - $389K
|
37.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.01K+ 4.22% |
$367K - $385K
|
198K
$9.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.83K+ 6.37% |
$313K - $328K
|
114K
$5.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.8K+ 1.96% |
$312K - $327K
|
354K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.65K+ 28.98% |
$305K - $320K
|
29.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.86K+ 2.38% |
$269K - $282K
|
252K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.47K+ 59.18% |
$251K - $263K
|
14.7K
$684K
|