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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.58K+ 5.29% |
$359K - $396K
|
171K
$7.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46+ 0.33% |
$1.93K - $2.13K
|
13.9K
$644K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-73.1K- 34.12% |
$3.06M - $3.38M
|
141K
$6.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.14K+ 0.21% |
$47.8K - $52.7K
|
546K
$25.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.7K+ 733.72% |
$1.49M - $1.65M
|
40.6K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.6KNew |
$738K - $815K
|
17.6K
$818K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-122- 0.09% |
$5.11K - $5.64K
|
139K
$6.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
527+ 9.71% |
$22.1K - $24.4K
|
5.96K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 43.89% |
$182K - $201K
|
14.2K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$1.26K - $1.39K
|
30
$1.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
181+ 1.03% |
$7.58K - $8.36K
|
17.8K
$827K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-27.9K- 35.21% |
$1.17M - $1.29M
|
51.4K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 192.21% |
$1.14M - $1.26M
|
41.3K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 5.86% |
$280K - $309K
|
121K
$5.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$2.3K - $2.54K
|
55
$2.55K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
90+ 0.33% |
$3.77K - $4.16K
|
27.3K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.63K+ 2.44% |
$110K - $122K
|
111K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 7.92% |
$56.1K - $61.9K
|
18.3K
$847K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.12K+ 7.59% |
$46.9K - $51.8K
|
15.9K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 78.04% |
$922K - $1.02M
|
50.2K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-309- 0.22% |
$12.9K - $14.3K
|
138K
$6.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
58.1K+ 4.41% |
$2.43M - $2.68M
|
1.37M
$63.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
560New |
$23.5K - $25.9K
|
560
$26K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-10- 0.11% |
$419 - $462
|
8.91K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.48K- 1.0% |
$61.9K - $68.3K
|
146K
$6.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
279+ 0.25% |
$11.7K - $12.9K
|
113K
$5.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
173KNew |
$7.25M - $8M
|
173K
$8.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.73K+ 162.66% |
$114K - $126K
|
4.41K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
91.9K+ 108.93% |
$3.85M - $4.25M
|
176K
$8.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
126+ 0.59% |
$5.28K - $5.82K
|
21.3K
$989K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
69New |
$2.89K - $3.19K
|
69
$3.2K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
812+ 43.66% |
$34.5K - $36.5K
|
2.67K
$124K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-941- 11.53% |
$40K - $42.3K
|
7.22K
$335K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.2K+ 552.71% |
$3.66M - $3.88M
|
102K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.64K- 12.85% |
$69.6K - $73.6K
|
11.1K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11- 0.01% |
$467 - $495
|
210K
$9.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.7KNew |
$199K - $211K
|
4.7K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-87- 1.73% |
$3.69K - $3.91K
|
4.95K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-43- 0.61% |
$1.83K - $1.93K
|
7.05K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33KNew |
$56.6K - $59.9K
|
1.33K
$61.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$220K - $233K
|
5.18K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9.66K+ 5.9% |
$410K - $434K
|
173K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.41K+ 6.94% |
$59.7K - $63.2K
|
21.6K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5KNew |
$212K - $225K
|
5K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.57K- 70.94% |
$152K - $161K
|
1.46K
$67.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.5 - $45
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
476New |
$20.2K - $21.4K
|
476
$22.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
712+ 0.29% |
$30.2K - $32K
|
249K
$11.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.46K+ 4.85% |
$147K - $155K
|
74.7K
$3.47M
|
|