Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
161KNew |
$3.56M - $4.04M
|
161K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
139K+ 98.83% |
$3.07M - $3.48M
|
279K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.7K+ 162.8% |
$1.68M - $1.9M
|
122K
$2.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
71.6K+ 7.07% |
$1.58M - $1.8M
|
1.08M
$25.9M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
66.9KNew |
$1.48M - $1.68M
|
66.9K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
32.3KNew |
$715K - $812K
|
32.3K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.9KNew |
$351K - $399K
|
15.9K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.8K+ 78.14% |
$283K - $322K
|
29.2K
$696K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.23K+ 3.42% |
$204K - $232K
|
279K
$6.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.74KNew |
$82.7K - $93.9K
|
3.74K
$89.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.93K+ 5.3% |
$64.9K - $73.7K
|
58.2K
$1.39M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.7KNew |
$37.6K - $42.8K
|
1.7K
$40.6K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 4.36% |
$35.9K - $40.8K
|
38.8K
$927K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 7.5% |
$27.8K - $31.5K
|
18K
$429K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
490New |
$10.8K - $12.3K
|
490
$11.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
489+ 4.13% |
$10.8K - $12.3K
|
12.3K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
485+ 3.69% |
$10.7K - $12.2K
|
13.6K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$22.1 - $25.1
|
1.7K
$40.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-248- 1.81% |
$5.49K - $6.23K
|
13.4K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-391- 30.36% |
$8.65K - $9.83K
|
897
$21.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-651- 6.8% |
$14.4K - $16.4K
|
8.92K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-832- 2.35% |
$18.4K - $20.9K
|
34.5K
$824K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.71K- 1.42% |
$37.9K - $43K
|
119K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 43.56% |
$146K - $165K
|
8.52K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 12.89% |
$304K - $346K
|
92.9K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 56.34% |
$402K - $457K
|
14.1K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-20.9K- 39.82% |
$462K - $525K
|
31.6K
$753K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-33.6K- 65.66% |
$744K - $845K
|
17.6K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.8K- 75.74% |
$858K - $975K
|
12.4K
$296K
|