Institutional Ownership Ea Ser Tr Alpha Architect Intl (IVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IVAL). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $99.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,574
shares
|
$43,599
0.0% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,277
shares
|
$35,372
0.0% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,159
shares
|
$32,104
0.0% of portfolio
|
Q1 2025
Reduced 66.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
410
shares
|
$11,357
0.0% of portfolio
|
Q2 2024
Reduced 55.39%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
368
shares
|
$10,193
0.0% of portfolio
|
Q1 2025
Added 53.97%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
8
shares
|
$221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8
shares
|
$221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|