Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
122K+ 151.88% |
$3.81M - $4.44M
|
202K
$9.36M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
74.9KNew |
$2.35M - $2.73M
|
74.9K
$3.48M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
29.3K+ 38.61% |
$919K - $1.07M
|
105K
$4.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
20.9K+ 1.91% |
$654K - $762K
|
1.11M
$51.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5KNew |
$579K - $675K
|
18.5K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.2K+ 8.56% |
$350K - $408K
|
142K
$6.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.44K+ 2.51% |
$108K - $126K
|
140K
$6.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2.53K+ 14.97% |
$79.4K - $92.5K
|
19.5K
$903K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.52K+ 2.73% |
$78.8K - $91.9K
|
94.6K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 504.86% |
$68.3K - $79.7K
|
2.61K
$121K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.58K+ 9.36% |
$49.6K - $57.8K
|
18.5K
$859K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 10.89% |
$45.2K - $52.7K
|
14.7K
$682K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1.14K+ 4.97% |
$35.8K - $41.7K
|
24.1K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
148+ 0.14% |
$4.64K - $5.4K
|
106K
$4.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
143+ 1.09% |
$4.48K - $5.22K
|
13.2K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-123- 0.65% |
$3.85K - $4.49K
|
18.9K
$879K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-179- 12.7% |
$5.61K - $6.54K
|
1.23K
$57.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-215- 0.71% |
$6.74K - $7.85K
|
30.1K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-388- 15.61% |
$12.2K - $14.2K
|
2.1K
$97.4K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.19K- 23.36% |
$37.4K - $43.6K
|
3.91K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.36K- 8.6% |
$42.6K - $49.7K
|
14.5K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.38K- 15.0% |
$74.7K - $87K
|
13.5K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.56K- 3.0% |
$80.2K - $93.5K
|
82.9K
$3.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.6K- 3.5% |
$113K - $131K
|
99K
$4.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.89K- 8.81% |
$153K - $178K
|
50.6K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.92K- 4.22% |
$154K - $180K
|
112K
$5.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.02K- 3.74% |
$189K - $220K
|
155K
$7.18M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-11.9K- 2.97% |
$373K - $435K
|
389K
$18.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.5K- 56.59% |
$799K - $932K
|
19.6K
$908K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-32K- 3.49% |
$1M - $1.17M
|
885K
$41.1M
|