Purchases and Sales Made in Q1 2024 in Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL) during Q1 2024. The information is specifically focused on institutions that hold shares of EA SER TR ALPHA ARCHITECT U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
112K+ 453.64% |
$4.4M - $5.03M
|
137K
$6.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
63.2KNew |
$2.49M - $2.84M
|
63.2K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
41.3K+ 3.57% |
$1.62M - $1.85M
|
1.2M
$55.6M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.1K+ 31.8% |
$1.42M - $1.62M
|
150K
$6.95M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
25.5K+ 22.66% |
$1M - $1.15M
|
138K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$633K - $724K
|
16.1K
$747K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 25.19% |
$575K - $657K
|
72.7K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
13.2K+ 11.99% |
$517K - $591K
|
123K
$5.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 146.35% |
$495K - $566K
|
21.2K
$984K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 21.09% |
$488K - $557K
|
71.2K
$3.31M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.45K+ 9.75% |
$332K - $380K
|
95.1K
$4.41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.16KNew |
$321K - $367K
|
8.16K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.03K+ 106.05% |
$315K - $361K
|
15.6K
$724K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6K+ 5.91% |
$236K - $270K
|
107K
$4.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.93K+ 5.62% |
$233K - $267K
|
112K
$5.18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 48.57% |
$195K - $223K
|
15.2K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 1.08% |
$88.3K - $101K
|
210K
$9.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.78KNew |
$69.9K - $79.9K
|
1.78K
$82.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 2196.15% |
$44.9K - $51.3K
|
1.19K
$55.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.12K+ 0.79% |
$44K - $50.3K
|
143K
$6.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.06K+ 172.2% |
$41.6K - $47.6K
|
1.67K
$77.7K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
987+ 16.17% |
$38.8K - $44.4K
|
7.09K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
655+ 5.04% |
$25.7K - $29.4K
|
13.6K
$633K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
483+ 0.46% |
$19K - $21.7K
|
106K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
478+ 2.89% |
$18.8K - $21.5K
|
17K
$789K
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
BUY
|
- |
435+ 0.18% |
$17.1K - $19.5K
|
248K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344+ 109.9% |
$13.5K - $15.5K
|
657
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.89K - $4.45K
|
99
$4.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58+ 0.44% |
$2.28K - $2.61K
|
13.2K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
40+ 0.33% |
$1.57K - $1.8K
|
12.2K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30+ 0.03% |
$1.18K - $1.35K
|
95.1K
$4.41M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 0.06% |
$432 - $494
|
18.2K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 1.52% |
$78.6 - $89.9
|
130
$6.03K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-148- 1.78% |
$5.82K - $6.65K
|
8.16K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-201- 0.98% |
$7.9K - $9.03K
|
20.2K
$939K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-344- 20.42% |
$13.5K - $15.5K
|
1.34K
$62.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-762- 29.06% |
$29.9K - $34.2K
|
1.86K
$86.3K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-762- 29.06% |
$29.9K - $34.2K
|
1.86K
$86.3K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-812- 30.39% |
$31.9K - $36.5K
|
1.86K
$86.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-896- 3.2% |
$35.2K - $40.3K
|
27.1K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.06K- 13.91% |
$81K - $92.6K
|
12.7K
$592K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.17K- 30.79% |
$85.4K - $97.7K
|
4.89K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 36.84% |
$115K - $132K
|
5.04K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.14K- 3.77% |
$124K - $141K
|
80.3K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.45K- 46.89% |
$175K - $200K
|
5.04K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-8.84K- 5.12% |
$347K - $397K
|
164K
$7.6M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.4K- 37.07% |
$842K - $962K
|
36.4K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.6K- 90.84% |
$2.85M - $3.26M
|
7.32K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-95.1K- 33.32% |
$3.74M - $4.27M
|
190K
$8.83M
|