Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.8KNew |
$1.82M - $2.12M
|
80.8K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
47.6K+ 4.03% |
$1.08M - $1.25M
|
1.23M
$29.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41.3KNew |
$933K - $1.09M
|
41.3K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4KNew |
$844K - $981K
|
37.4K
$891K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.3KNew |
$708K - $823K
|
31.3K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
24K+ 13.43% |
$541K - $630K
|
203K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
22.7K+ 220.55% |
$512K - $595K
|
32.9K
$785K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 57.45% |
$298K - $347K
|
36.2K
$864K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.78K+ 9.57% |
$176K - $204K
|
89K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.36K+ 9.06% |
$166K - $193K
|
88.6K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.28K+ 4.11% |
$119K - $139K
|
134K
$3.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 9.58% |
$87.9K - $102K
|
44.5K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.19K+ 4.57% |
$72K - $83.7K
|
73K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.62K+ 0.88% |
$59.1K - $68.7K
|
301K
$7.17M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
956+ 0.96% |
$21.6K - $25.1K
|
101K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
624+ 6.99% |
$14.1K - $16.4K
|
9.56K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
607+ 3.73% |
$13.7K - $15.9K
|
16.9K
$403K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
124New |
$2.8K - $3.26K
|
124
$2.96K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
111+ 75.51% |
$2.51K - $2.92K
|
258
$6.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$1.17K - $1.37K
|
52
$1.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8New |
$181 - $210
|
8
$191
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.6 - $26.3
|
1
$23.9
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$22.6 - $26.3
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-129- 6.63% |
$2.91K - $3.39K
|
1.82K
$43.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.21K- 10.64% |
$72.4K - $84.2K
|
26.9K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 46.11% |
$77K - $89.6K
|
3.99K
$95K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.22K- 28.84% |
$95.3K - $111K
|
10.4K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.51K- 30.25% |
$102K - $118K
|
10.4K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 63.54% |
$474K - $551K
|
12K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-80K- 39.3% |
$1.81M - $2.1M
|
124K
$2.95M
|