Latest Institutional Transactions on Ea Ser Tr Alpha Architect Intl (IVAL)
This table provides information on the latest institutional transactions involving Ea Ser Tr Alpha Architect Intl (IVAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.07K- 1.71% |
$51.2K - $55.7K
|
119K
$2.99M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.67KNew |
$189K - $207K
|
7.67K
$193K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.02K+ 64.11% |
$223K - $244K
|
23.1K
$583K
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6.88K+ 4.28% |
$170K - $186K
|
168K
$4.23M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344New |
$8.49K - $9.29K
|
344
$8.68K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-83.6K- 89.97% |
$2.06M - $2.26M
|
9.32K
$235K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18.3K- 62.8% |
$453K - $495K
|
10.9K
$274K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
228+ 16.43% |
$5.63K - $6.16K
|
1.62K
$40.8K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.15K- 11.93% |
$53K - $57.9K
|
15.8K
$399K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$24.7 - $27
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.61K+ 10.45% |
$89.1K - $97.5K
|
38.2K
$962K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-97- 2.6% |
$2.39K - $2.62K
|
3.64K
$91.8K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22+ 2.45% |
$543 - $594
|
919
$23.2K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.4K+ 6.58% |
$453K - $496K
|
297K
$7.5M
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-507K- 46.23% |
$12.5M - $13.7M
|
590K
$14.9M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-308K- 59.99% |
$7.61M - $8.32M
|
205K
$5.18M
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
488+ 0.73% |
$12K - $13.2K
|
67.4K
$1.7M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.1K- 86.05% |
$1.24M - $1.35M
|
8.12K
$205K
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 4.35% |
$41.8K - $45.7K
|
40.5K
$1.02M
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.27K- 4.01% |
$31.2K - $34.2K
|
30.3K
$764K
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-15- 0.17% |
$370 - $405
|
8.91K
$225K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.67K- 43.66% |
$189K - $207K
|
9.9K
$250K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
786+ 5.77% |
$19.4K - $21.2K
|
14.4K
$364K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
285+ 58.16% |
$7.04K - $7.7K
|
775
$19.5K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
46K+ 4.24% |
$1.14M - $1.24M
|
1.13M
$28.5M
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.07K+ 7.93% |
$26.3K - $28.8K
|
14.5K
$366K
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-64.4K- 23.1% |
$1.59M - $1.74M
|
214K
$5.4M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.9KNew |
$351K - $399K
|
15.9K
$400K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.8K- 75.74% |
$858K - $975K
|
12.4K
$313K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 43.56% |
$146K - $165K
|
8.52K
$215K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.7K+ 162.8% |
$1.68M - $1.9M
|
122K
$3.08M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$22.1 - $25.1
|
1.7K
$42.9K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
32.3KNew |
$715K - $812K
|
32.3K
$814K
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
489+ 4.13% |
$10.8K - $12.3K
|
12.3K
$311K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
167KNew |
$3.89M - $4.19M
|
167K
$4.2M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
777+ 6.48% |
$18.2K - $19.5K
|
12.8K
$322K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$316K - $339K
|
13.5K
$341K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.8KNew |
$439K - $473K
|
18.8K
$474K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-989- 6.04% |
$22K - $24K
|
15.4K
$388K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
460KNew |
$10.2M - $11.2M
|
460K
$11.6M
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
90+ 0.45% |
$2K - $2.19K
|
19.9K
$503K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
18.6K+ 565.03% |
$401K - $450K
|
21.9K
$553K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1.57KNew |
$34.4K - $38.6K
|
1.57K
$39.6K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1Closed |
$20.8 - $24.2
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-444K- 99.29% |
$9.21M - $10.8M
|
3.16K
$79.6K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
257New |
$5.33K - $6.23K
|
257
$6.48K
|
|
Q2 2022 | |||||||
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5.74KClosed |
$128K - $154K
|
0
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$24.5K - $29.4K
|
1.1K
$27.6K
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-8.03KClosed |
$180K - $216K
|
0
$0
|