Latest Institutional Transactions on Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.63K+ 4082.2% |
$315K - $351K
|
9.87K
$378K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 5.36% |
$33.1K - $37K
|
17.9K
$686K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-210- 3.68% |
$6.86K - $7.65K
|
5.5K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3KNew |
$435K - $485K
|
13.3K
$510K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.84K- 24.38% |
$289K - $322K
|
27.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17K- 27.68% |
$557K - $621K
|
44.5K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.33K- 7.92% |
$109K - $121K
|
38.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.99% |
$1.18M - $1.32M
|
941K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32.8K+ 10.68% |
$1.07M - $1.19M
|
340K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324+ 4.24% |
$10.6K - $11.8K
|
7.97K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.6K+ 14.26% |
$803K - $895K
|
197K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
37.7KNew |
$1.23M - $1.38M
|
37.7K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.09% |
$392 - $437
|
13.7K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-792- 6.97% |
$25.9K - $28.9K
|
10.6K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 16.5% |
$388K - $433K
|
60.1K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
515+ 24.42% |
$16.8K - $18.8K
|
2.62K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.9KNew |
$681K - $760K
|
20.9K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.3K+ 23.16% |
$1.12M - $1.25M
|
182K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142K- 71.18% |
$4.64M - $5.17M
|
57.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.79K+ 289.77% |
$58.3K - $65K
|
2.4K
$92K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-750K- 78.6% |
$24.5M - $27.3M
|
204K
$7.82M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.35K+ 2.62% |
$305K - $340K
|
366K
$14M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.96K+ 3.37% |
$64K - $71.4K
|
60.2K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.86KNew |
$191K - $213K
|
5.86K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.12K- 14.96% |
$135K - $150K
|
23.4K
$898K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.8K+ 28.44% |
$418K - $466K
|
57.8K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.7K- 4.72% |
$2.08M - $2.32M
|
1.28M
$49.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.34K+ 18.46% |
$76.5K - $85.4K
|
15K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.92K- 4.26% |
$324K - $361K
|
223K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53- 0.36% |
$1.73K - $1.93K
|
14.7K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.56K+ 2.32% |
$50.8K - $56.6K
|
68.5K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
193New |
$6.3K - $7.03K
|
193
$7.39K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-641K- 51.96% |
$20.9M - $23.3M
|
592K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
30.4KNew |
$991K - $1.11M
|
30.4K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.27K- 4.14% |
$270K - $301K
|
192K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.9K+ 18.78% |
$583K - $650K
|
113K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.7K+ 18.72% |
$1.98M - $2.21M
|
385K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
496+ 122.77% |
$16.2K - $18.1K
|
900
$34.5K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.39K+ 1.06% |
$78K - $87K
|
228K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-26.8KClosed |
$874K - $975K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.85K+ 2.06% |
$256K - $286K
|
390K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 9.76% |
$998K - $1.11M
|
344K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-6.41K- 21.62% |
$209K - $233K
|
23.2K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.05% |
$490 - $546
|
29.6K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.04K+ 2.14% |
$132K - $147K
|
193K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$6.01K - $6.7K
|
184
$7.05K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
44.9KNew |
$1.47M - $1.64M
|
44.9K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.67K+ 5.48% |
$152K - $170K
|
89.8K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
29.9KNew |
$978K - $1.09M
|
29.9K
$1.15M
|