Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.3KNew |
$2.01M - $2.19M
|
81.3K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
81.3KNew |
$2.01M - $2.19M
|
81.3K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
52.2K+ 4.62% |
$1.29M - $1.41M
|
1.18M
$28.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7KNew |
$710K - $773K
|
28.7K
$684K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$570K - $620K
|
23K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.7KNew |
$365K - $398K
|
14.7K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10.9K+ 6.51% |
$270K - $294K
|
179K
$4.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.8K+ 8.26% |
$243K - $264K
|
128K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.61K+ 33.99% |
$64.6K - $70.3K
|
10.3K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.37K+ 3.51% |
$58.6K - $63.8K
|
69.8K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.78K+ 12.27% |
$44.1K - $48K
|
16.3K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
800+ 0.27% |
$19.8K - $21.6K
|
298K
$7.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
297New |
$7.36K - $8.01K
|
297
$7.08K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
218+ 1.51% |
$5.4K - $5.88K
|
14.6K
$349K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
147New |
$3.64K - $3.96K
|
147
$3.51K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.22% |
$2.25K - $2.45K
|
40.6K
$969K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
28+ 0.31% |
$694 - $755
|
8.93K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8New |
$198 - $216
|
8
$191
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$24.8 - $27
|
1
$23.9
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-181- 0.6% |
$4.48K - $4.88K
|
30.1K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-228- 14.11% |
$5.65K - $6.15K
|
1.39K
$33.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-509- 55.39% |
$12.6K - $13.7K
|
410
$9.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-801- 4.02% |
$19.8K - $21.6K
|
19.1K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-939- 5.93% |
$23.3K - $25.3K
|
14.9K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.7K- 46.57% |
$42K - $45.7K
|
1.95K
$46.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.82K- 0.89% |
$45.1K - $49.1K
|
204K
$4.86M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.07K- 1.71% |
$51.2K - $55.7K
|
119K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.12K- 13.43% |
$127K - $138K
|
33K
$788K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 67.98% |
$389K - $423K
|
7.4K
$176K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.1K- 50.0% |
$400K - $435K
|
16.1K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-36K- 6.11% |
$893K - $972K
|
554K
$13.2M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-115K- 53.5% |
$2.84M - $3.09M
|
99.7K
$2.38M
|