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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.84K- 1.27% |
$76.2K - $85.7K
|
143K
$5.85M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33.9K+ 17.81% |
$1.41M - $1.58M
|
224K
$9.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.04KNew |
$209K - $235K
|
5.04K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 22.34% |
$460K - $516K
|
60.7K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.15K+ 11.96% |
$89K - $100K
|
20.1K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.63K+ 15.61% |
$275K - $309K
|
49.1K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
7.18K+ 44.38% |
$298K - $334K
|
23.4K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
42.3K+ 3.07% |
$1.75M - $1.97M
|
1.42M
$57.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7+ 0.01% |
$290 - $326
|
50K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.78K+ 87.97% |
$281K - $316K
|
14.5K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.6K+ 65.53% |
$191K - $214K
|
11.6K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.83K- 18.5% |
$76K - $85.4K
|
8.08K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22+ 0.47% |
$912 - $1.02K
|
4.68K
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
767+ 4.96% |
$31.8K - $35.7K
|
16.2K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
12.7KNew |
$528K - $593K
|
12.7K
$519K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-2.43K- 1.76% |
$101K - $113K
|
136K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.59K+ 14.09% |
$315K - $354K
|
61.5K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
65+ 50.39% |
$2.69K - $3.03K
|
194
$7.91K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.37K- 3.9% |
$223K - $250K
|
133K
$5.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 10.88% |
$83.6K - $94K
|
20.6K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.27K- 19.39% |
$177K - $199K
|
17.7K
$723K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.23% |
$6.09K - $6.85K
|
63.7K
$2.6M
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
43.5KNew |
$1.93M - $2.08M
|
43.5K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 3.0% |
$281K - $304K
|
218K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$66.4K - $71.7K
|
1.5K
$61.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 174.24% |
$695K - $750K
|
24.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 22.57% |
$957K - $1.03M
|
117K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.02K- 75.38% |
$89.2K - $96.3K
|
658
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54KNew |
$334K - $360K
|
7.54K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
7.3K+ 3.99% |
$323K - $349K
|
191K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
65+ 0.47% |
$2.88K - $3.11K
|
13.9K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16KNew |
$95.5K - $103K
|
2.16K
$88K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
431New |
$19.1K - $20.6K
|
431
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.17K+ 5.58% |
$273K - $295K
|
117K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-702- 3.74% |
$31.1K - $33.5K
|
18.1K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.81K+ 26.03% |
$169K - $182K
|
18.5K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-450- 7.6% |
$19.9K - $21.5K
|
5.47K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140+ 14000.0% |
$6.2K - $6.69K
|
141
$5.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
659+ 10.01% |
$29.2K - $31.5K
|
7.24K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.21K+ 5.21% |
$53.4K - $57.6K
|
24.4K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 0.34% |
$1.06K - $1.15K
|
7.02K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
947+ 473.5% |
$41.9K - $45.2K
|
1.15K
$46.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.51K+ 2.96% |
$155K - $168K
|
122K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.86K- 4.03% |
$82.2K - $88.8K
|
44.2K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
599+ 0.43% |
$26.5K - $28.6K
|
140K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 1.05% |
$2.3K - $2.48K
|
4.98K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.15K+ 290.21% |
$184K - $198K
|
5.58K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.7K- 14.06% |
$252K - $272K
|
34.9K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$4.43K - $4.78K
|
200
$8.15K
|
|