Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
102K+ 72.83% |
$4.22M - $4.74M
|
241K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
42.3K+ 3.07% |
$1.75M - $1.97M
|
1.42M
$61.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33.9K+ 17.81% |
$1.41M - $1.58M
|
224K
$9.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 67.51% |
$1.24M - $1.39M
|
74K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
19.6K+ 10.26% |
$810K - $911K
|
210K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9KNew |
$785K - $882K
|
18.9K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.7K+ 10.6% |
$776K - $872K
|
195K
$8.49M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6K+ 9.29% |
$729K - $819K
|
207K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.7KNew |
$694K - $780K
|
16.7K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$553K - $621K
|
13.3K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
12.7KNew |
$528K - $593K
|
12.7K
$554K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 22.34% |
$460K - $516K
|
60.7K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.59K+ 14.09% |
$315K - $354K
|
61.5K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
7.18K+ 44.38% |
$298K - $334K
|
23.4K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.78K+ 87.97% |
$281K - $316K
|
14.5K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.7KNew |
$278K - $312K
|
6.7K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.63K+ 15.61% |
$275K - $309K
|
49.1K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.22K+ 4.47% |
$216K - $243K
|
122K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.04KNew |
$209K - $235K
|
5.04K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.6K+ 65.53% |
$191K - $214K
|
11.6K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 44.71% |
$103K - $116K
|
8.08K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21K+ 336.47% |
$91.8K - $103K
|
2.87K
$125K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.15K+ 11.96% |
$89K - $100K
|
20.1K
$874K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 10.88% |
$83.6K - $94K
|
20.6K
$894K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.02K+ 10.93% |
$83.6K - $94K
|
20.5K
$890K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 14.47% |
$42.1K - $47.3K
|
8.04K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
767+ 4.96% |
$31.8K - $35.7K
|
16.2K
$705K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.23% |
$6.09K - $6.85K
|
63.7K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
136+ 2.6% |
$5.64K - $6.33K
|
5.36K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 241.3% |
$4.6K - $5.17K
|
157
$6.82K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
73+ 0.26% |
$3.03K - $3.4K
|
27.7K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
65+ 50.39% |
$2.69K - $3.03K
|
194
$8.43K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.24% |
$1.37K - $1.54K
|
14K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22+ 0.47% |
$912 - $1.02K
|
4.68K
$203K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7+ 0.01% |
$290 - $326
|
50K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71- 6.19% |
$2.94K - $3.31K
|
1.08K
$46.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-141Closed |
$5.84K - $6.57K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-957- 0.44% |
$39.7K - $44.6K
|
217K
$9.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.83K- 18.5% |
$76K - $85.4K
|
8.08K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.84K- 1.27% |
$76.2K - $85.7K
|
143K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-2.43K- 1.76% |
$101K - $113K
|
136K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.7K- 2.21% |
$112K - $126K
|
120K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.7K- 3.15% |
$154K - $173K
|
114K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.96K- 16.01% |
$164K - $184K
|
20.8K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.27K- 19.39% |
$177K - $199K
|
17.7K
$771K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.37K- 3.9% |
$223K - $250K
|
133K
$5.76M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.73K- 5.01% |
$238K - $267K
|
109K
$4.73M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18.3K- 52.54% |
$759K - $853K
|
16.5K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-101K- 18.55% |
$4.19M - $4.71M
|
444K
$19.3M
|