Purchases and Sales Made in Q4 2024 in Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL) during Q4 2024. The information is specifically focused on institutions that hold shares of EA SER TR ALPHA ARCHITECT U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
189KNew |
$8.38M - $9.04M
|
189K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
53.9KNew |
$2.38M - $2.57M
|
53.9K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.7K+ 19.15% |
$1.45M - $1.56M
|
203K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8K+ 140.91% |
$1.1M - $1.19M
|
42.5K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 22.57% |
$957K - $1.03M
|
117K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 174.24% |
$695K - $750K
|
24.7K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 8.11% |
$633K - $683K
|
191K
$8.49M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.71KNew |
$341K - $368K
|
7.71K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54KNew |
$334K - $360K
|
7.54K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
7.3K+ 3.99% |
$323K - $349K
|
191K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 3.0% |
$281K - $304K
|
218K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.17K+ 5.58% |
$273K - $295K
|
117K
$5.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
5.23KNew |
$231K - $250K
|
5.23K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.15K+ 290.21% |
$184K - $198K
|
5.58K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
4.03K+ 0.29% |
$178K - $193K
|
1.38M
$61.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.81K+ 26.03% |
$169K - $182K
|
18.5K
$822K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.51K+ 2.96% |
$155K - $168K
|
122K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.46K+ 1.99% |
$153K - $165K
|
177K
$7.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
BUY
|
- |
2.83K+ 1.14% |
$125K - $135K
|
251K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16KNew |
$95.5K - $103K
|
2.16K
$96.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$66.4K - $71.7K
|
1.5K
$66.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 8.59% |
$54.1K - $58.4K
|
15.5K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.21K+ 5.21% |
$53.4K - $57.6K
|
24.4K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.01K+ 11.28% |
$44.5K - $48K
|
9.91K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.01K+ 0.89% |
$44.5K - $48K
|
114K
$5.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
947+ 473.5% |
$41.9K - $45.2K
|
1.15K
$51.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
686+ 3.22% |
$30.4K - $32.8K
|
22K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
659+ 10.01% |
$29.2K - $31.5K
|
7.24K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
599+ 0.43% |
$26.5K - $28.6K
|
140K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
431New |
$19.1K - $20.6K
|
431
$19.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 0.29% |
$18.3K - $19.7K
|
142K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.65% |
$13.4K - $14.4K
|
18.6K
$827K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
301+ 1.9% |
$13.3K - $14.4K
|
16.2K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
299+ 0.47% |
$13.2K - $14.3K
|
63.5K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
274+ 1.0% |
$12.1K - $13.1K
|
27.6K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
243+ 5.51% |
$10.8K - $11.6K
|
4.65K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140+ 14000.0% |
$6.2K - $6.69K
|
141
$6.28K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
126+ 0.71% |
$5.58K - $6.02K
|
17.9K
$800K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$4.43K - $4.78K
|
200
$8.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
65+ 0.47% |
$2.88K - $3.11K
|
13.9K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
60+ 86.96% |
$2.66K - $2.87K
|
129
$5.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 1.05% |
$2.3K - $2.48K
|
4.98K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 0.34% |
$1.06K - $1.15K
|
7.02K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 68.28% |
$4.38K - $4.73K
|
46
$2.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-450- 7.6% |
$19.9K - $21.5K
|
5.47K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-599- 1.19% |
$26.5K - $28.6K
|
49.6K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-702- 3.74% |
$31.1K - $33.5K
|
18.1K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-787- 83.28% |
$34.8K - $37.6K
|
158
$7.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.18K- 0.8% |
$52K - $56.1K
|
145K
$6.47M
|