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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.05% |
$112 - $136
|
6.18K
$286K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54KNew |
$94.8K - $115K
|
2.54K
$118K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.71K+ 35.34% |
$176K - $213K
|
18K
$835K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.21K- 77.02% |
$82.5K - $100K
|
660
$30.5K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 3.0% |
$127K - $154K
|
110K
$5.1M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.7KNew |
$212K - $258K
|
5.7K
$264K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 1.77% |
$144K - $174K
|
213K
$9.86M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $45.2
|
1
$46.3
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.1K- 72.63% |
$562K - $682K
|
5.68K
$263K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.1K- 58.46% |
$413K - $500K
|
7.86K
$364K
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10.3K+ 4.9% |
$384K - $466K
|
220K
$10.2M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.6K- 13.33% |
$1.03M - $1.25M
|
179K
$8.29M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.7K+ 16.5% |
$735K - $892K
|
139K
$6.44M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.87K- 9.31% |
$69.8K - $84.6K
|
18.2K
$843K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.08K- 13.4% |
$40.2K - $48.7K
|
6.96K
$322K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.24K+ 3.03% |
$83.6K - $101K
|
76.3K
$3.53M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.43K+ 10.19% |
$53.1K - $64.5K
|
15.4K
$713K
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-9.38K- 2.11% |
$350K - $424K
|
435K
$20.1M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200- 3.65% |
$7.46K - $9.05K
|
5.27K
$244K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.93K+ 3.94% |
$72K - $87.4K
|
51K
$2.36M
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
42.3K+ 20.8% |
$1.58M - $1.91M
|
246K
$11.4M
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-2.62K- 1.04% |
$97.5K - $118K
|
249K
$11.5M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-428- 99.3% |
$16K - $19.4K
|
3
$139
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
619+ 0.26% |
$23.1K - $28K
|
242K
$11.2M
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.54K- 27.47% |
$169K - $206K
|
12K
$555K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
255+ 3.81% |
$9.51K - $11.5K
|
6.95K
$322K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-41- 0.81% |
$1.53K - $1.85K
|
5K
$231K
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.38K- 2.19% |
$88.8K - $108K
|
106K
$4.92M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.3K- 69.45% |
$420K - $509K
|
4.96K
$229K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.6K+ 83.31% |
$1.89M - $2.29M
|
111K
$5.15M
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
106+ 1.98% |
$3.95K - $4.79K
|
5.47K
$253K
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
812+ 3.48% |
$30.3K - $36.7K
|
24.2K
$1.12M
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-450- 3.87% |
$16.8K - $20.4K
|
11.2K
$517K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.62K+ 2.5% |
$209K - $254K
|
230K
$10.6M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.8K+ 9.68% |
$440K - $534K
|
134K
$6.19M
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.57K+ 7.12% |
$133K - $161K
|
53.6K
$2.48M
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.62K+ 38.8% |
$210K - $254K
|
20.1K
$931K
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
75.6K+ 5.32% |
$2.82M - $3.42M
|
1.5M
$69.2M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 5.49% |
$42.1K - $51.1K
|
21.7K
$1M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.89K+ 69.84% |
$332K - $402K
|
21.6K
$1M
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 0.44% |
$4.59K - $5.56K
|
27.8K
$1.29M
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-63.8K- 48.13% |
$2.38M - $2.89M
|
68.8K
$3.18M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-175- 3.74% |
$6.52K - $7.92K
|
4.5K
$208K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
424+ 0.3% |
$15.8K - $19.2K
|
144K
$6.66M
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
4.26K+ 6.92% |
$159K - $192K
|
65.7K
$3.04M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.75K- 2.76% |
$140K - $169K
|
132K
$6.11M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
572New |
$21.3K - $25.9K
|
572
$26.5K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.01K- 28.26% |
$187K - $227K
|
12.7K
$588K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.7KNew |
$694K - $780K
|
16.7K
$775K
|