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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-33.8K- 76.07% |
$1.08M - $1.26M
|
10.6K
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-502- 4.44% |
$16K - $18.7K
|
10.8K
$363K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
127+ 1.41% |
$4.06K - $4.74K
|
9.13K
$307K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
363+ 1.43% |
$11.6K - $13K
|
25.8K
$868K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.43KNew |
$238K - $267K
|
7.43K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-85.2K- 66.12% |
$2.73M - $3.06M
|
43.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
49.1K+ 45.09% |
$1.57M - $1.76M
|
158K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
158New |
$5.06K - $5.67K
|
158
$5.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.4K- 42.79% |
$332K - $372K
|
13.9K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64KNew |
$213K - $238K
|
6.64K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30New |
$961 - $1.08K
|
30
$1.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5KNew |
$48K - $53.8K
|
1.5K
$50.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
34.6KNew |
$1.11M - $1.24M
|
34.6K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
29.5KNew |
$945K - $1.06M
|
29.5K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-13.5K- 29.57% |
$433K - $486K
|
32.2K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
103K+ 1260.84% |
$3.28M - $3.68M
|
111K
$3.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.63KNew |
$52.3K - $58.6K
|
1.63K
$54.9K
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.82KNew |
$186K - $209K
|
5.82K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.39% |
$64.1 - $71.8
|
146
$4.91K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.77% |
$3.36K - $3.77K
|
13.5K
$453K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
472+ 6.33% |
$15.1K - $16.9K
|
7.93K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47New |
$1.51K - $1.69K
|
47
$1.58K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-765- 1.54% |
$24.5K - $27.5K
|
48.9K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
180KNew |
$5.77M - $6.47M
|
180K
$6.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
438New |
$14K - $15.7K
|
438
$14.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.3KNew |
$394K - $441K
|
12.3K
$413K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.5KNew |
$688K - $771K
|
21.5K
$722K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-411- 99.76% |
$12.3K - $13.9K
|
1
$33.6
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
616New |
$18.5K - $20.9K
|
616
$20.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$463K - $522K
|
15.4K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.25KNew |
$188K - $211K
|
6.25K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
164KNew |
$4.93M - $5.55M
|
164K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
232New |
$6.96K - $7.85K
|
232
$7.8K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.75K+ 42.88% |
$143K - $161K
|
15.8K
$533K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.1KNew |
$153K - $172K
|
5.1K
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
26.4KNew |
$791K - $892K
|
26.4K
$886K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.8K- 87.5% |
$1.41M - $1.59M
|
6.69K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
16.3K+ 58.88% |
$490K - $552K
|
44K
$1.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.25KNew |
$188K - $211K
|
6.25K
$210K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.39% |
$811 - $914
|
1.97K
$66.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.1KNew |
$279K - $335K
|
10.1K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.5K+ 214.29% |
$1.03M - $1.24M
|
55K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
15New |
$414 - $496
|
15
$504
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
23New |
$634 - $760
|
23
$773
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.03KNew |
$28.4K - $34K
|
1.03K
$34.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 1.22% |
$25.1K - $29.7K
|
72.5K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
596New |
$16.7K - $19.7K
|
596
$20K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.44K+ 2.98% |
$40.1K - $47.4K
|
49.6K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
344New |
$9.61K - $11.4K
|
344
$11.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$3.07K - $3.64K
|
110
$3.7K
|
|