Latest Institutional Transactions on Usaa ETF Tr Core Intermediate (UITB)
This table provides information on the latest institutional transactions involving Usaa ETF Tr Core Intermediate (UITB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.12KNew |
$189K - $198K
|
4.12K
$192K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.01K+ 4.22% |
$367K - $385K
|
198K
$9.2M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.2KNew |
$1.89M - $1.98M
|
41.2K
$1.92M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
293K+ 54.21% |
$13.4M - $14.1M
|
834K
$38.8M
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-27.8K- 22.31% |
$1.27M - $1.34M
|
96.7K
$4.51M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 58.13% |
$497K - $522K
|
29.5K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
33.6K+ 45.43% |
$1.54M - $1.62M
|
108K
$5.02M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.51K- 52.93% |
$344K - $361K
|
6.68K
$311K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 11.08% |
$687K - $720K
|
150K
$7M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.28K+ 88.93% |
$196K - $205K
|
9.08K
$423K
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
16KNew |
$731K - $767K
|
16K
$743K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.9K+ 200.16% |
$3.39M - $3.55M
|
111K
$5.16M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.82K+ 103.21% |
$450K - $472K
|
19.3K
$901K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.29K+ 16.01% |
$59K - $61.9K
|
9.32K
$434K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
182KNew |
$8.35M - $8.76M
|
182K
$8.49M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 9.53% |
$9.23M - $9.68M
|
2.31M
$108M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.2K- 28.15% |
$513K - $538K
|
28.6K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
536New |
$24.6K - $25.8K
|
536
$25K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-867- 2.62% |
$39.7K - $41.7K
|
32.2K
$1.5M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 4.5% |
$50.4K - $52.9K
|
25.6K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.8K- 38.84% |
$1.13M - $1.19M
|
39K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 9.54% |
$2.05M - $2.15M
|
513K
$23.9M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.83K+ 6.37% |
$313K - $328K
|
114K
$5.31M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.6K- 1.88% |
$1.36M - $1.42M
|
1.54M
$71.9M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.66KNew |
$122K - $128K
|
2.66K
$124K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12New |
$550 - $577
|
12
$559
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-714- 16.32% |
$32.7K - $34.3K
|
3.66K
$171K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31+ 0.71% |
$1.42K - $1.49K
|
4.38K
$204K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-526- 6.77% |
$24.1K - $25.3K
|
7.24K
$337K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.4K+ 2.74% |
$431K - $452K
|
353K
$16.4M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323K+ 184.22% |
$14.8M - $15.5M
|
498K
$23.2M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-282K- 87.15% |
$12.9M - $13.5M
|
41.5K
$1.93M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
652K+ 108.25% |
$29.9M - $31.3M
|
1.25M
$58.4M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.6K+ 99.47% |
$624K - $654K
|
27.3K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.47K+ 59.18% |
$251K - $263K
|
14.7K
$686K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.23K+ 11.91% |
$377K - $395K
|
77.3K
$3.6M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.4K+ 1.9% |
$156K - $163K
|
182K
$8.5M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.09K+ 27.9% |
$371K - $389K
|
37.1K
$1.73M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-476- 0.86% |
$21.8K - $22.9K
|
54.8K
$2.55M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01K- 0.8% |
$46.5K - $48.7K
|
126K
$5.88M
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
8.8K+ 76.12% |
$403K - $423K
|
20.4K
$948K
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
45KNew |
$2.06M - $2.16M
|
45K
$2.09M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 0.29% |
$65.2K - $68.4K
|
499K
$23.2M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
49.7K+ 29.69% |
$2.28M - $2.39M
|
217K
$10.1M
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-38.5K- 18.16% |
$1.77M - $1.85M
|
174K
$8.09M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-121K- 1.84% |
$5.55M - $5.82M
|
6.45M
$301M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.94K+ 0.05% |
$410K - $430K
|
18.3M
$852M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
123K+ 57.65% |
$5.62M - $5.89M
|
335K
$15.6M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
783KNew |
$35.9M - $37.6M
|
783K
$36.5M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 13.58% |
$48.9K - $51.3K
|
6.79K
$316K
|