Sargent Investment Group, LLC Usaa ETF Tr Core Intermediate Transaction History

Sargent Investment Group, LLC

$690 Million
Q3 2025

A detailed history of Sargent Investment Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Sargent Investment Group, LLC holds 376,975 shares of UITB stock, worth $17.9 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

376,975

Previous 343,153 9.86%

Holding current value

$17.9 Million

Previous $16.2 Million 10.9%

% of portfolio

2.59%

Previous 2.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$46.38 - $47.74 $1.57 Million - $1.61 Million	33,822 Added 9.86%	376,975 $17.9 Million
Q2 2025 Aug 14, 2025	BUY	$45.95 - $47.33 $308,462 - $317,726	6,713 Added 2.0%	343,153 $16.2 Million
Q1 2025 May 05, 2025	BUY	$45.41 - $47.18 $2.93 Million - $3.05 Million	64,554 Added 23.74%	336,440 $15.8 Million
Q4 2024 Jan 27, 2025	BUY	$45.83 - $48.07 $6.19 Million - $6.5 Million	135,165 Added 98.86%	271,886 $12.5 Million
Q3 2024 Nov 06, 2024	SELL	$45.71 - $48.29 $1.21 Million - $1.28 Million	-26,536 Reduced 16.25%	136,721 $6.55 Million

Q2 2024 Aug 09, 2024	BUY	$45.08 - $46.44 $268,271 - $276,364	5,951 Added 3.78%	163,257 $7.51 Million
Q1 2024 May 10, 2024	BUY	$45.85 - $47.11 $7.21 Million - $7.41 Million	157,306 New	157,306 $7.3 Million

Others Institutions Holding UITB

# of Institutions

145

Shares Held

50.5M

Call Options Held

Put Options Held

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

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Sargent Investment Group, LLC Usaa ETF Tr Core Intermediate Transaction History