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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.98K+ 12.42% |
$189K - $191K
|
36K
$1.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 3.22% |
$801K - $810K
|
542K
$25.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.39K+ 5.71% |
$350K - $354K
|
137K
$6.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.37K+ 22.89% |
$397K - $401K
|
45K
$2.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
996+ 10.22% |
$47.2K - $47.7K
|
10.7K
$509K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
15K+ 4.08% |
$709K - $717K
|
382K
$18.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.96K+ 21.87% |
$282K - $285K
|
33.2K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
15.8K+ 10.96% |
$748K - $757K
|
160K
$7.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
61+ 1.23% |
$2.89K - $2.92K
|
5.01K
$238K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-41.2K- 60.9% |
$1.95M - $1.97M
|
26.4K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 8.22% |
$148K - $150K
|
41.2K
$1.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 15.18% |
$66.4K - $67.2K
|
10.6K
$504K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
34.1K+ 17.38% |
$1.62M - $1.63M
|
230K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 566.67% |
$142K - $143K
|
3.52K
$167K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 1.44% |
$7.96K - $8.05K
|
11.8K
$561K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.5K- 40.0% |
$534K - $549K
|
17.3K
$818K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
16.6K+ 3.05% |
$772K - $795K
|
562K
$26.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.69K- 10.41% |
$78.5K - $80.8K
|
14.6K
$690K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
291+ 3.02% |
$13.5K - $13.9K
|
9.93K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
112KNew |
$5.21M - $5.36M
|
112K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1KNew |
$51K - $52.5K
|
1.1K
$52.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.7K+ 5.21% |
$125K - $129K
|
54.5K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
85.6KNew |
$3.97M - $4.09M
|
85.6K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 38.57% |
$2.57M - $2.64M
|
199K
$9.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.8K+ 79.32% |
$1.62M - $1.66M
|
78.8K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
241K+ 622.98% |
$11.2M - $11.5M
|
280K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.37% |
$186 - $191
|
1.09K
$51.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
301+ 0.64% |
$14K - $14.4K
|
47.2K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.9K+ 45.83% |
$829K - $853K
|
56.9K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-944- 23.89% |
$43.8K - $45.1K
|
3.01K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
121K+ 72.36% |
$5.59M - $5.76M
|
287K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
33.8K+ 9.86% |
$1.57M - $1.61M
|
377K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
319+ 0.85% |
$14.8K - $15.2K
|
37.9K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69.7K+ 7.01% |
$3.23M - $3.33M
|
1.06M
$50.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.7K- 74.23% |
$3.84M - $3.95M
|
28.7K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.31K+ 42.25% |
$200K - $206K
|
14.5K
$688K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 15.62% |
$6.51M - $6.7M
|
1.04M
$49.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.4KNew |
$297K - $306K
|
6.4K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.39KNew |
$250K - $257K
|
5.39K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
462K+ 14.29% |
$21.4M - $22.1M
|
3.7M
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.3K+ 6.34% |
$3.26M - $3.36M
|
1.18M
$55.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4KNew |
$623K - $641K
|
13.4K
$637K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
831K+ 104.41% |
$38.5M - $39.7M
|
1.63M
$77M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 21.42% |
$1.08M - $1.11M
|
132K
$6.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.16K+ 2.35% |
$378K - $389K
|
355K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
12.9KNew |
$598K - $616K
|
12.9K
$611K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
429+ 7.71% |
$19.9K - $20.5K
|
5.99K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
426+ 3.74% |
$19.8K - $20.3K
|
11.8K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
23.1K+ 22.31% |
$1.07M - $1.1M
|
127K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20.2K+ 6.41% |
$938K - $965K
|
336K
$15.9M
|
|