Latest Institutional Sells of Usaa ETF Tr Core Intermediate (UITB)
This list provides information on the latest institutional transactions involving Usaa ETF Tr Core Intermediate (UITB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-282K- 87.15% |
$12.9M - $13.5M
|
41.5K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-121K- 1.84% |
$5.55M - $5.82M
|
6.45M
$301M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-111K- 78.14% |
$5.1M - $5.35M
|
31.1K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-38.5K- 18.16% |
$1.77M - $1.85M
|
174K
$8.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.6K- 1.88% |
$1.36M - $1.42M
|
1.54M
$71.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-27.8K- 22.31% |
$1.27M - $1.34M
|
96.7K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.8K- 38.84% |
$1.13M - $1.19M
|
39K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 41.12% |
$624K - $654K
|
19.5K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.2K- 28.15% |
$513K - $538K
|
28.6K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.51K- 52.93% |
$344K - $361K
|
6.68K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 13.58% |
$48.9K - $51.3K
|
6.79K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01K- 0.8% |
$46.5K - $48.7K
|
126K
$5.88M
|
|
|
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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-714- 16.32% |
$32.7K - $34.3K
|
3.66K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-585- 0.42% |
$26.8K - $28.1K
|
140K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-526- 6.77% |
$24.1K - $25.3K
|
7.24K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-476- 0.86% |
$21.8K - $22.9K
|
54.8K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-418- 0.08% |
$19.2K - $20.1K
|
495K
$23M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-345- 3.57% |
$15.8K - $16.6K
|
9.32K
$434K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-230K- 98.03% |
$10.5M - $11.1M
|
4.61K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-151K- 6.54% |
$6.89M - $7.28M
|
2.15M
$100M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-54.9K- 92.4% |
$2.51M - $2.65M
|
4.52K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.5K- 78.06% |
$1.03M - $1.08M
|
6.31K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.36K- 4.17% |
$108K - $114K
|
54.1K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 91.97% |
$105K - $111K
|
200
$9.32K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-995- 10.74% |
$45.5K - $48K
|
8.27K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 12.41% |
$33.8K - $35.7K
|
5.22K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-309- 2.71% |
$14.1K - $14.9K
|
11.1K
$516K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-590K- 93.78% |
$26.6M - $27.4M
|
39.1K
$1.82M
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 72.98% |
$58.5K - $60.1K
|
472
$22K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 58.9% |
$339K - $368K
|
5.45K
$254K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-528- 48.98% |
$23.9K - $25K
|
550
$25.6K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.17K- 79.89% |
$403K - $428K
|
2.31K
$107K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-28.3K- 64.33% |
$1.31M - $1.4M
|
15.7K
$732K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.52KClosed |
$209K - $224K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.2KClosed |
$55.3K - $59.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-41Closed |
$2.21K - $2.25K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-820Closed |
$41.6K - $44.2K
|
0
$0
|
|