Purchases and Sales Made in Q1 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q1 2024. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.01M+ 17.78% |
$46.1M - $47.4M
|
6.66M
$311M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
757K+ 153.64% |
$34.7M - $35.7M
|
1.25M
$58.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
332KNew |
$15.2M - $15.7M
|
332K
$15.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
285K+ 914.15% |
$13.1M - $13.4M
|
317K
$14.8M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
272KNew |
$12.5M - $12.8M
|
272K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
234KNew |
$10.7M - $11M
|
234K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
198KNew |
$9.1M - $9.35M
|
198K
$9.27M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 23.77% |
$8.12M - $8.35M
|
923K
$43.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 23.77% |
$8.12M - $8.35M
|
923K
$43.1M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
157KNew |
$7.21M - $7.41M
|
157K
$7.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
146K+ 30.59% |
$6.72M - $6.9M
|
625K
$29.2M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122KNew |
$5.58M - $5.73M
|
122K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
111K+ 2119.58% |
$5.08M - $5.22M
|
116K
$5.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
81.7KNew |
$3.74M - $3.85M
|
81.7K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
75.5KNew |
$3.46M - $3.56M
|
75.5K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.2K+ 309.36% |
$2.76M - $2.83M
|
79.6K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
55.7K+ 41.06% |
$2.56M - $2.63M
|
191K
$8.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53.5K+ 58.32% |
$2.45M - $2.52M
|
145K
$6.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51K+ 44.75% |
$2.34M - $2.4M
|
165K
$7.71M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.5K+ 17.02% |
$2.27M - $2.33M
|
340K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.9K+ 587.61% |
$1.97M - $2.02M
|
50.2K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
40K+ 9.76% |
$1.83M - $1.88M
|
449K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.6K+ 19.38% |
$1.63M - $1.68M
|
220K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
34.7KNew |
$1.59M - $1.63M
|
34.7K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.9K+ 754.43% |
$1.51M - $1.55M
|
37.2K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
29.9K+ 6.78% |
$1.37M - $1.41M
|
471K
$22M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
27.3K+ 7.33% |
$1.25M - $1.29M
|
400K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.3KNew |
$1.25M - $1.28M
|
27.3K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.3K+ 82.49% |
$1.11M - $1.14M
|
53.7K
$2.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
24K+ 26.26% |
$1.1M - $1.13M
|
115K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
23.5K+ 82.74% |
$1.08M - $1.11M
|
51.8K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.6K+ 77.09% |
$1.04M - $1.07M
|
52K
$2.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
22.3K+ 35.76% |
$1.02M - $1.05M
|
84.7K
$3.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.2K+ 31.29% |
$1.02M - $1.05M
|
93.1K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 7.07% |
$894K - $918K
|
295K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.9K+ 91.6% |
$867K - $891K
|
39.5K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18.1K+ 197.96% |
$830K - $853K
|
27.3K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
17.1KNew |
$782K - $803K
|
17.1K
$796K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$749K - $770K
|
16.3K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 3.46% |
$734K - $754K
|
478K
$22.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.3K+ 63.91% |
$609K - $626K
|
34.1K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2KNew |
$606K - $622K
|
13.2K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.2K+ 22.65% |
$604K - $620K
|
71.3K
$3.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11K+ 6.61% |
$503K - $517K
|
177K
$8.27M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
10.9KNew |
$500K - $514K
|
10.9K
$510K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6KNew |
$484K - $497K
|
10.6K
$493K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
9.72K+ 19.42% |
$446K - $458K
|
59.8K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
9.18KNew |
$421K - $432K
|
9.18K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.06KNew |
$415K - $427K
|
9.06K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.72KNew |
$400K - $411K
|
8.72K
$407K
|