Purchases and Sales Made in Q1 2023 in Ea Ser Tr Alpha Architect Intl (IVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IVAL) during Q1 2023. The information is specifically focused on institutions that hold shares of EA SER TR ALPHA ARCHITECT INTL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
64.6K+ 7.51% |
$1.39M - $1.56M
|
924K
$22M
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
24.2K+ 119.98% |
$520K - $584K
|
44.3K
$1.06M
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
20.9K+ 9.69% |
$450K - $505K
|
237K
$5.64M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
18.6K+ 565.03% |
$401K - $450K
|
21.9K
$523K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.4KNew |
$330K - $371K
|
15.4K
$366K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
12KNew |
$258K - $290K
|
12K
$286K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.46K+ 0.63% |
$139K - $156K
|
1.03M
$24.6M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.76K+ 1.45% |
$102K - $115K
|
334K
$7.97M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.23K+ 1.61% |
$91K - $102K
|
267K
$6.36M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.73K+ 12.41% |
$80.2K - $90.1K
|
33.8K
$806K
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 12.28% |
$70.9K - $79.7K
|
30.2K
$720K
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
2.7K+ 15.76% |
$58.1K - $65.2K
|
19.8K
$473K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.13K+ 17.13% |
$45.9K - $51.5K
|
14.6K
$348K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
835+ 6.59% |
$18K - $20.2K
|
13.5K
$322K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
577+ 5.15% |
$12.4K - $13.9K
|
11.8K
$281K
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
335+ 0.27% |
$7.2K - $8.09K
|
127K
$3.02M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
273+ 118.7% |
$5.87K - $6.59K
|
503
$12K
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
192+ 1.41% |
$4.13K - $4.64K
|
13.8K
$330K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
142+ 5.94% |
$3.05K - $3.43K
|
2.53K
$60.4K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34+ 4.06% |
$731 - $821
|
872
$20.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.1K- 41.65% |
$388K - $436K
|
25.3K
$603K
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-56.7K- 77.58% |
$1.22M - $1.37M
|
16.4K
$391K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-274K- 89.04% |
$5.89M - $6.62M
|
33.8K
$805K
|