Purchases and Sales Made in Q2 2024 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.11K+ 1.57% |
$140K - $144K
|
202K
$9.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.03K+ 4.25% |
$137K - $141K
|
74.3K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 21.42% |
$128K - $131K
|
16K
$749K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73K+ 5.11% |
$123K - $127K
|
56.1K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.51K+ 23.73% |
$113K - $116K
|
13.1K
$610K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 1146.0% |
$103K - $106K
|
2.49K
$116K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 12.47% |
$91.9K - $94.6K
|
18.4K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.95K+ 5.73% |
$88K - $90.6K
|
36K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 3.37% |
$76.2K - $78.5K
|
51.9K
$2.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.09K+ 879.03% |
$49.1K - $50.6K
|
1.21K
$56.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.05K+ 4.87% |
$47.2K - $48.6K
|
22.5K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
992+ 1.91% |
$44.7K - $46.1K
|
53K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
642New |
$28.9K - $29.8K
|
642
$30K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
492New |
$22.2K - $22.8K
|
492
$23K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
491New |
$22.1K - $22.8K
|
491
$22.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
441+ 8.86% |
$19.9K - $20.5K
|
5.42K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
264+ 942.86% |
$11.9K - $12.3K
|
292
$13.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
210+ 1.88% |
$9.47K - $9.75K
|
11.4K
$532K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
165New |
$7.44K - $7.66K
|
165
$7.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 0.53% |
$5.77K - $5.94K
|
24.3K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
125+ 0.73% |
$5.64K - $5.81K
|
17.2K
$802K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81+ 1.63% |
$3.65K - $3.76K
|
5.04K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80New |
$3.61K - $3.72K
|
80
$3.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
67+ 0.61% |
$3.02K - $3.11K
|
11K
$513K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
53New |
$2.39K - $2.46K
|
53
$2.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.94% |
$406 - $418
|
968
$45.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$45.1 - $46.4
|
6.61K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 0.53% |
$2.79K - $2.88K
|
11.7K
$547K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-224- 2.07% |
$10.1K - $10.4K
|
10.6K
$494K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-311- 0.43% |
$14K - $14.4K
|
72.1K
$3.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-376- 0.63% |
$17K - $17.5K
|
59.4K
$2.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-411- 0.18% |
$18.5K - $19.1K
|
233K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-830- 10.82% |
$37.4K - $38.5K
|
6.84K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-948- 11.45% |
$42.7K - $44K
|
7.33K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.46K- 0.83% |
$66K - $67.9K
|
176K
$8.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.54K- 6.19% |
$69.6K - $71.7K
|
23.4K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.98K- 38.14% |
$134K - $138K
|
4.83K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.73K- 7.72% |
$213K - $220K
|
56.5K
$2.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.16K- 42.28% |
$323K - $333K
|
9.78K
$456K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.8K- 5.37% |
$352K - $362K
|
137K
$6.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-12.3K- 50.51% |
$555K - $571K
|
12.1K
$563K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13K- 47.55% |
$584K - $602K
|
14.3K
$667K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37.5K- 13.79% |
$1.69M - $1.74M
|
234K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-60.2K- 3.53% |
$2.71M - $2.79M
|
1.64M
$76.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-71.9K- 1.08% |
$3.24M - $3.34M
|
6.59M
$308M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-82.1K- 13.12% |
$3.7M - $3.81M
|
543K
$25.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-90.7K- 81.17% |
$4.09M - $4.21M
|
21K
$982K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.16M- 5.95% |
$52.3M - $53.8M
|
18.3M
$856M
|