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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.74K+ 61.33% |
$171K - $180K
|
9.84K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
34.6K+ 6.76% |
$1.58M - $1.66M
|
546K
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
18K+ 424.24% |
$823K - $863K
|
22.2K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.65K+ 28.98% |
$305K - $320K
|
29.6K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
18.2K+ 12.52% |
$836K - $877K
|
164K
$7.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.6KNew |
$211K - $221K
|
4.6K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$246K - $258K
|
5.36K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-111K- 78.14% |
$5.1M - $5.35M
|
31.1K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 15.46% |
$164K - $172K
|
26.8K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$6.87K - $7.21K
|
150
$6.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.27K+ 116.51% |
$58.2K - $61K
|
2.36K
$108K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
26.7K+ 24.87% |
$1.22M - $1.28M
|
134K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.68K+ 32.98% |
$77.2K - $80.9K
|
6.79K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.45K+ 20.82% |
$66.6K - $69.8K
|
8.43K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
967+ 6.36% |
$44.3K - $46.5K
|
16.2K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-345- 3.57% |
$15.8K - $16.6K
|
9.32K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
886+ 3.24% |
$40.6K - $42.6K
|
28.2K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
842+ 2.15% |
$38.6K - $40.5K
|
40K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
30.6K+ 4.6% |
$1.4M - $1.47M
|
696K
$32M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.34KNew |
$245K - $257K
|
5.34K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
71+ 0.61% |
$3.25K - $3.41K
|
11.8K
$542K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 41.12% |
$624K - $654K
|
19.5K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
598+ 0.44% |
$27.4K - $28.7K
|
136K
$6.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.6K+ 7.44% |
$394K - $413K
|
124K
$5.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.9K+ 8.71% |
$592K - $621K
|
161K
$7.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
121KNew |
$5.54M - $5.81M
|
121K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.47K+ 13.81% |
$113K - $119K
|
20.4K
$936K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
65.1K+ 14.53% |
$2.97M - $3.14M
|
513K
$23.6M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 18.15% |
$753K - $795K
|
107K
$4.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$513K - $542K
|
11.2K
$516K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
40.3K+ 37.03% |
$1.84M - $1.95M
|
149K
$6.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04K+ 4.45% |
$47.6K - $50.3K
|
24.5K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-70.2K- 4.27% |
$3.21M - $3.39M
|
1.57M
$72.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.47K+ 1.17% |
$67.3K - $71.1K
|
127K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.46K+ 12.89% |
$386K - $408K
|
74.1K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 91.97% |
$105K - $111K
|
200
$9.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.63K+ 16.42% |
$120K - $127K
|
18.7K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 12.41% |
$33.8K - $35.7K
|
5.22K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.82K+ 562.03% |
$312K - $329K
|
8.04K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.24K+ 58.67% |
$240K - $253K
|
14.2K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.69K+ 17.93% |
$443K - $468K
|
63.7K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 36.79% |
$6.65M - $7.02M
|
541K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.5K- 78.06% |
$1.03M - $1.08M
|
6.31K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-151K- 6.54% |
$6.89M - $7.28M
|
2.15M
$99M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-650K- 94.62% |
$29.7M - $31.4M
|
36.9K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.2KNew |
$4.26M - $4.5M
|
93.2K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.96K+ 43.71% |
$181K - $191K
|
13K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.7K+ 40.04% |
$1.77M - $1.87M
|
135K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
572K+ 37.17% |
$26.2M - $27.6M
|
2.11M
$97.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.6K+ 9.45% |
$850K - $898K
|
215K
$9.9M
|
|