Latest Institutional Transactions on Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information on the latest institutional transactions involving Ea Ser Tr Alpha Architect U S (QVAL) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
43.5KNew |
$1.93M - $2.08M
|
43.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16KNew |
$95.5K - $103K
|
2.16K
$92.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 8.59% |
$54.1K - $58.4K
|
15.5K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 174.24% |
$695K - $750K
|
24.7K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 3.0% |
$281K - $304K
|
218K
$9.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$66.4K - $71.7K
|
1.5K
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 22.57% |
$957K - $1.03M
|
117K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
53.9KNew |
$2.38M - $2.57M
|
53.9K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.02K- 75.38% |
$89.2K - $96.3K
|
658
$28.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54KNew |
$334K - $360K
|
7.54K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
7.3K+ 3.99% |
$323K - $349K
|
191K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
65+ 0.47% |
$2.88K - $3.11K
|
13.9K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
431New |
$19.1K - $20.6K
|
431
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.17K+ 5.58% |
$273K - $295K
|
117K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-702- 3.74% |
$31.1K - $33.5K
|
18.1K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.81K+ 26.03% |
$169K - $182K
|
18.5K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8K+ 140.91% |
$1.1M - $1.19M
|
42.5K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-450- 7.6% |
$19.9K - $21.5K
|
5.47K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
947+ 473.5% |
$41.9K - $45.2K
|
1.15K
$49K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 0.34% |
$1.06K - $1.15K
|
7.02K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.21K+ 5.21% |
$53.4K - $57.6K
|
24.4K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
659+ 10.01% |
$29.2K - $31.5K
|
7.24K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140+ 14000.0% |
$6.2K - $6.69K
|
141
$6.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.86K- 4.03% |
$82.2K - $88.8K
|
44.2K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.51K+ 2.96% |
$155K - $168K
|
122K
$5.22M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.71KNew |
$341K - $368K
|
7.71K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
599+ 0.43% |
$26.5K - $28.6K
|
140K
$5.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.7K- 14.06% |
$252K - $272K
|
34.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.15K+ 290.21% |
$184K - $198K
|
5.58K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 1.05% |
$2.3K - $2.48K
|
4.98K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.7K+ 19.15% |
$1.45M - $1.56M
|
203K
$8.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
189KNew |
$8.38M - $9.04M
|
189K
$8.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
BUY
|
- |
2.83K+ 1.14% |
$125K - $135K
|
251K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$4.43K - $4.78K
|
200
$8.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
243+ 5.51% |
$10.8K - $11.6K
|
4.65K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 68.28% |
$4.38K - $4.73K
|
46
$1.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 8.11% |
$633K - $683K
|
191K
$8.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.01K+ 11.28% |
$44.5K - $48K
|
9.91K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
274+ 1.0% |
$12.1K - $13.1K
|
27.6K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.65% |
$13.4K - $14.4K
|
18.6K
$793K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.34K- 0.96% |
$59.3K - $64.1K
|
138K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.33K- 2.59% |
$58.9K - $63.6K
|
50K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
4.03K+ 0.29% |
$178K - $193K
|
1.38M
$58.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 0.29% |
$18.3K - $19.7K
|
142K
$6.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
126+ 0.71% |
$5.58K - $6.02K
|
17.9K
$767K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-599- 1.19% |
$26.5K - $28.6K
|
49.6K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.01K+ 0.89% |
$44.5K - $48K
|
114K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.46K+ 1.99% |
$153K - $165K
|
177K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
60+ 86.96% |
$2.66K - $2.87K
|
129
$5.51K
|