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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.05K+ 3.83% |
$234K - $241K
|
137K
$6.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.64K- 4.15% |
$169K - $174K
|
84K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
908New |
$42.1K - $43.3K
|
908
$43K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 2.62% |
$2.3M - $2.37M
|
1.94M
$92.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
34.8K+ 22.66% |
$1.61M - $1.66M
|
188K
$8.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
14K+ 6.17% |
$651K - $670K
|
241K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 0.33% |
$14K - $14.4K
|
90.3K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 1.31% |
$78.3K - $80.6K
|
127K
$6.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.76K+ 5.13% |
$81.7K - $84.1K
|
36.1K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.24KNew |
$429K - $441K
|
9.24K
$438K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.26K- 24.99% |
$198K - $203K
|
12.8K
$606K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
657+ 5.11% |
$30.5K - $31.4K
|
13.5K
$640K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-11- 57.89% |
$510 - $525
|
8
$379
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.84K- 15.19% |
$85.3K - $87.8K
|
10.3K
$486K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
519K+ 10.23% |
$24.1M - $24.8M
|
5.59M
$265M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
852New |
$39.5K - $40.7K
|
852
$40.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 13.62% |
$844K - $869K
|
152K
$7.2M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.16K- 2.78% |
$53.7K - $55.3K
|
40.4K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.37K- 14.5% |
$63.7K - $65.5K
|
8.1K
$384K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.59K+ 1.35% |
$120K - $124K
|
195K
$9.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.91K- 72.25% |
$228K - $234K
|
1.89K
$89.4K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-329K- 47.81% |
$15.3M - $15.7M
|
359K
$17M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23.9K+ 6.88% |
$1.11M - $1.14M
|
372K
$17.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
788+ 7.63% |
$36.5K - $37.6K
|
11.1K
$526K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
22K+ 11.74% |
$1.02M - $1.05M
|
209K
$9.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.8K+ 522.9% |
$4.45M - $4.58M
|
114K
$5.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.42K- 3.43% |
$205K - $211K
|
125K
$5.91M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
290+ 5.76% |
$13.5K - $13.8K
|
5.32K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 20.74% |
$553K - $569K
|
69.4K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
479+ 2.99% |
$22.2K - $22.9K
|
16.5K
$783K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.61KNew |
$400K - $411K
|
8.61K
$408K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.9K- 11.13% |
$1.06M - $1.1M
|
183K
$8.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 2.97% |
$46.4K - $47.8K
|
34.7K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
167K+ 21.53% |
$7.75M - $7.98M
|
943K
$44.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.43K- 36.33% |
$159K - $164K
|
6.01K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
52.7K+ 2.81% |
$2.44M - $2.51M
|
1.93M
$91.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.04K+ 6.65% |
$187K - $193K
|
64.7K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-139- 0.05% |
$6.45K - $6.64K
|
264K
$12.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
92.6K+ 16.44% |
$4.29M - $4.42M
|
656K
$31.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10K+ 40.14% |
$464K - $478K
|
34.9K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.67K+ 2.36% |
$124K - $128K
|
116K
$5.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 23.0% |
$575K - $591K
|
41.5K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
650+ 13.09% |
$30.1K - $31K
|
5.61K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-84- 1.05% |
$3.9K - $4.01K
|
7.94K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
50.7KNew |
$2.35M - $2.42M
|
50.7K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1MNew |
$46.5M - $47.9M
|
1M
$47.6M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
123+ 0.18% |
$5.7K - $5.87K
|
70.1K
$3.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
699New |
$32.4K - $33.4K
|
699
$33.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$139 - $143
|
7.93K
$375K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
38.4K+ 67.46% |
$1.78M - $1.83M
|
95.4K
$4.52M
|
|