Latest Institutional Purchases of Ea Ser Tr Alpha Architect U S (QVAL)
This list provides information on the latest institutional transactions involving Ea Ser Tr Alpha Architect U S (QVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
75.6K+ 5.32% |
$2.82M - $3.42M
|
1.5M
$64.3M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.6K+ 83.31% |
$1.89M - $2.29M
|
111K
$4.78M
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
42.3K+ 20.8% |
$1.58M - $1.91M
|
246K
$10.6M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.7K+ 16.5% |
$735K - $892K
|
139K
$5.99M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.8K+ 9.68% |
$440K - $534K
|
134K
$5.75M
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10.3K+ 4.9% |
$384K - $466K
|
220K
$9.47M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.89K+ 69.84% |
$332K - $402K
|
21.6K
$930K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.7KNew |
$212K - $258K
|
5.7K
$245K
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.62K+ 38.8% |
$210K - $254K
|
20.1K
$865K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.62K+ 2.5% |
$209K - $254K
|
230K
$9.89M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.71K+ 35.34% |
$176K - $213K
|
18K
$776K
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
4.26K+ 6.92% |
$159K - $192K
|
65.7K
$2.83M
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.57K+ 7.12% |
$133K - $161K
|
53.6K
$2.3M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.24K+ 3.03% |
$83.6K - $101K
|
76.3K
$3.28M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.93K+ 3.94% |
$72K - $87.4K
|
51K
$2.19M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.43K+ 10.19% |
$53.1K - $64.5K
|
15.4K
$662K
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 5.49% |
$42.1K - $51.1K
|
21.7K
$933K
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
812+ 3.48% |
$30.3K - $36.7K
|
24.2K
$1.04M
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
619+ 0.26% |
$23.1K - $28K
|
242K
$10.4M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
572New |
$21.3K - $25.9K
|
572
$24.6K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
424+ 0.3% |
$15.8K - $19.2K
|
144K
$6.18M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
255+ 3.81% |
$9.51K - $11.5K
|
6.95K
$299K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 0.44% |
$4.59K - $5.56K
|
27.8K
$1.2M
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
106+ 1.98% |
$3.95K - $4.79K
|
5.47K
$235K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $45.2
|
1
$43
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.7K+ 10.6% |
$776K - $872K
|
195K
$8.4M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.7KNew |
$694K - $780K
|
16.7K
$720K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.02K+ 10.93% |
$83.6K - $94K
|
20.5K
$880K
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.23% |
$6.09K - $6.85K
|
63.7K
$2.74M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 241.3% |
$4.6K - $5.17K
|
157
$6.75K
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
65+ 50.39% |
$2.69K - $3.03K
|
194
$8.34K
|
|
Q4 2024 | |||||||
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
43.5KNew |
$1.93M - $2.08M
|
43.5K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54KNew |
$334K - $360K
|
7.54K
$324K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$66.4K - $71.7K
|
1.5K
$64.5K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.21K+ 5.21% |
$53.4K - $57.6K
|
24.4K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
659+ 10.01% |
$29.2K - $31.5K
|
7.24K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 0.29% |
$18.3K - $19.7K
|
142K
$6.08M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$4.43K - $4.78K
|
200
$8.6K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 1.05% |
$2.3K - $2.48K
|
4.98K
$214K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 192.21% |
$1.14M - $1.26M
|
41.3K
$1.78M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 5.86% |
$280K - $309K
|
121K
$5.19M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.3KNew |
$264K - $291K
|
6.3K
$271K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
560New |
$23.5K - $25.9K
|
560
$24.1K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
527+ 9.71% |
$22.1K - $24.4K
|
5.96K
$256K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$2.3K - $2.54K
|
55
$2.36K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$1.26K - $1.39K
|
30
$1.29K
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 109.86% |
$342K - $362K
|
15.4K
$660K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$220K - $233K
|
5.18K
$222K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
824New |
$35K - $37K
|
824
$35.4K
|