Latest Institutional Transactions on Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information on the latest institutional transactions involving Ea Ser Tr Alpha Architect U S (QVAL) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
572New |
$21.3K - $25.9K
|
572
$25.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.01K- 28.26% |
$187K - $227K
|
12.7K
$560K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21K+ 336.47% |
$91.8K - $103K
|
2.87K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.24% |
$1.37K - $1.54K
|
14K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-957- 0.44% |
$39.7K - $44.6K
|
217K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.7K- 3.15% |
$154K - $173K
|
114K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.7KNew |
$278K - $312K
|
6.7K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.7KNew |
$694K - $780K
|
16.7K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9KNew |
$785K - $882K
|
18.9K
$834K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.96K- 16.01% |
$164K - $184K
|
20.8K
$914K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
19.6K+ 10.26% |
$810K - $911K
|
210K
$9.25M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.7K+ 10.6% |
$776K - $872K
|
195K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.7K- 2.21% |
$112K - $126K
|
120K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-141Closed |
$5.84K - $6.57K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 14.47% |
$42.1K - $47.3K
|
8.04K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$553K - $621K
|
13.3K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
102K+ 72.83% |
$4.22M - $4.74M
|
241K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6K+ 9.29% |
$729K - $819K
|
207K
$9.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71- 6.19% |
$2.94K - $3.31K
|
1.08K
$47.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.02K+ 10.93% |
$83.6K - $94K
|
20.5K
$902K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.22K+ 4.47% |
$216K - $243K
|
122K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-101K- 18.55% |
$4.19M - $4.71M
|
444K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 67.51% |
$1.24M - $1.39M
|
74K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
73+ 0.26% |
$3.03K - $3.4K
|
27.7K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18.3K- 52.54% |
$759K - $853K
|
16.5K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
136+ 2.6% |
$5.64K - $6.33K
|
5.36K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.73K- 5.01% |
$238K - $267K
|
109K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 241.3% |
$4.6K - $5.17K
|
157
$6.92K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.84K- 1.27% |
$76.2K - $85.7K
|
143K
$6.32M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33.9K+ 17.81% |
$1.41M - $1.58M
|
224K
$9.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.04KNew |
$209K - $235K
|
5.04K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 22.34% |
$460K - $516K
|
60.7K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.63K+ 15.61% |
$275K - $309K
|
49.1K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
7.18K+ 44.38% |
$298K - $334K
|
23.4K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.15K+ 11.96% |
$89K - $100K
|
20.1K
$885K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
42.3K+ 3.07% |
$1.75M - $1.97M
|
1.42M
$62.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7+ 0.01% |
$290 - $326
|
50K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.78K+ 87.97% |
$281K - $316K
|
14.5K
$638K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.6K+ 65.53% |
$191K - $214K
|
11.6K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.83K- 18.5% |
$76K - $85.4K
|
8.08K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
767+ 4.96% |
$31.8K - $35.7K
|
16.2K
$714K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22+ 0.47% |
$912 - $1.02K
|
4.68K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
12.7KNew |
$528K - $593K
|
12.7K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-2.43K- 1.76% |
$101K - $113K
|
136K
$5.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.59K+ 14.09% |
$315K - $354K
|
61.5K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.37K- 3.9% |
$223K - $250K
|
133K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
65+ 50.39% |
$2.69K - $3.03K
|
194
$8.55K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 10.88% |
$83.6K - $94K
|
20.6K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.23% |
$6.09K - $6.85K
|
63.7K
$2.81M
|
|