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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
189KNew |
$8.38M - $9.04M
|
189K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.7K+ 19.15% |
$1.45M - $1.56M
|
203K
$9.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 8.11% |
$633K - $683K
|
191K
$8.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
5.23KNew |
$231K - $250K
|
5.23K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.15K+ 290.21% |
$184K - $198K
|
5.58K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
4.03K+ 0.29% |
$178K - $193K
|
1.38M
$62.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.46K+ 1.99% |
$153K - $165K
|
177K
$7.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
BUY
|
- |
2.83K+ 1.14% |
$125K - $135K
|
251K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.01K+ 11.28% |
$44.5K - $48K
|
9.91K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.01K+ 0.89% |
$44.5K - $48K
|
114K
$5.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
686+ 3.22% |
$30.4K - $32.8K
|
22K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 0.29% |
$18.3K - $19.7K
|
142K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.65% |
$13.4K - $14.4K
|
18.6K
$836K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
301+ 1.9% |
$13.3K - $14.4K
|
16.2K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
299+ 0.47% |
$13.2K - $14.3K
|
63.5K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
274+ 1.0% |
$12.1K - $13.1K
|
27.6K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
243+ 5.51% |
$10.8K - $11.6K
|
4.65K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
126+ 0.71% |
$5.58K - $6.02K
|
17.9K
$809K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$4.43K - $4.78K
|
200
$9.01K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
60+ 86.96% |
$2.66K - $2.87K
|
129
$5.81K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 192.21% |
$1.14M - $1.26M
|
41.3K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.6KNew |
$738K - $815K
|
17.6K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 16.67% |
$710K - $784K
|
119K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.95K+ 211.79% |
$417K - $460K
|
14.6K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9.79K+ 5.65% |
$410K - $452K
|
183K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.17K+ 10.58% |
$384K - $424K
|
95.8K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.01KNew |
$377K - $416K
|
9.01K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
8.45K+ 6.47% |
$354K - $390K
|
139K
$6.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 5.86% |
$280K - $309K
|
121K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.3KNew |
$264K - $291K
|
6.3K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.93KNew |
$206K - $228K
|
4.93K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 43.89% |
$182K - $201K
|
14.2K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.63K+ 2.44% |
$110K - $122K
|
111K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.51K+ 15.41% |
$105K - $116K
|
18.8K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.66K+ 0.79% |
$69.6K - $76.8K
|
212K
$9.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.59K+ 31.81% |
$66.5K - $73.4K
|
6.58K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.52K+ 7.02% |
$63.6K - $70.1K
|
23.2K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.14K+ 0.21% |
$47.8K - $52.7K
|
546K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
560New |
$23.5K - $25.9K
|
560
$25.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
527+ 9.71% |
$22.1K - $24.4K
|
5.96K
$268K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70+ 53.85% |
$2.93K - $3.23K
|
200
$9.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$2.3K - $2.54K
|
55
$2.48K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46+ 0.33% |
$1.93K - $2.13K
|
13.9K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$1.26K - $1.39K
|
30
$1.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.04% |
$41.9 - $46.2
|
2.67K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $46.2
|
1
$45.1
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 109.86% |
$342K - $362K
|
15.4K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$220K - $233K
|
5.18K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
824New |
$35K - $37K
|
824
$37.1K
|
|