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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
173KNew |
$7.25M - $8M
|
173K
$8.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.73K+ 162.66% |
$114K - $126K
|
4.41K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
91.9K+ 108.93% |
$3.85M - $4.25M
|
176K
$8.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
126+ 0.59% |
$5.28K - $5.82K
|
21.3K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
69New |
$2.89K - $3.19K
|
69
$3.26K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$220K - $233K
|
5.18K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-43- 0.61% |
$1.83K - $1.93K
|
7.05K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
476New |
$20.2K - $21.4K
|
476
$22.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 109.86% |
$342K - $362K
|
15.4K
$727K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-261- 19.46% |
$11.1K - $11.7K
|
1.08K
$51.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 18.03% |
$934 - $989
|
100
$4.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.25% |
$127 - $135
|
1.19K
$56.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
824New |
$35K - $37K
|
824
$39K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344+ 109.9% |
$13.5K - $15.5K
|
657
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$633K - $724K
|
16.1K
$762K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-148- 1.78% |
$5.82K - $6.65K
|
8.16K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.89K - $4.45K
|
99
$4.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
63.2KNew |
$2.49M - $2.84M
|
63.2K
$2.99M
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
905New |
$31.6K - $37.1K
|
905
$42.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.33KNew |
$256K - $301K
|
7.33K
$347K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.4KNew |
$83.9K - $98.4K
|
2.4K
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.6KNew |
$1.07M - $1.26M
|
30.6K
$1.45M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13K- 66.01% |
$438K - $497K
|
6.7K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.1KNew |
$406K - $461K
|
12.1K
$571K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-154- 2.15% |
$5.18K - $5.88K
|
7.02K
$332K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
209+ 0.1% |
$6.47K - $7.23K
|
202K
$9.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-138- 1.13% |
$4.27K - $4.77K
|
12.1K
$571K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
166KNew |
$5.13M - $5.73M
|
166K
$7.84M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$3.06K - $3.61K
|
100
$4.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 17.16% |
$3.22K - $3.79K
|
507
$24K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-334- 25.26% |
$9.98K - $12.7K
|
988
$46.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.14KNew |
$34K - $43.2K
|
1.14K
$53.8K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.5K- 26.52% |
$105K - $133K
|
9.7K
$459K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.22% |
$29.9 - $38
|
452
$21.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6.03KClosed |
$180K - $229K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-7KClosed |
$209K - $266K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.76K- 41.67% |
$172K - $219K
|
8.07K
$382K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.8KClosed |
$949K - $1.08M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7.44KClosed |
$254K - $290K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.7KClosed |
$418K - $463K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-67Closed |
$2.2K - $2.44K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$458 - $497
|
14
$662
|
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8KNew |
$262K - $284K
|
8K
$378K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-7Closed |
$229 - $248
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37KClosed |
$32.5K - $39K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-18.2KClosed |
$396K - $458K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-44.9KClosed |
$976K - $1.13M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-25KClosed |
$415K - $639K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.24KClosed |
$20.6K - $31.7K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-305Closed |
$5.07K - $7.8K
|
0
$0
|
|