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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.32K- 0.96% |
$31K - $34.8K
|
136K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15K+ 45.2% |
$352K - $396K
|
48.2K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
10.4K+ 60.72% |
$245K - $275K
|
27.6K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.5K+ 26.11% |
$58.5K - $65.9K
|
12.1K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
12.1KNew |
$283K - $319K
|
12.1K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.4KNew |
$244K - $275K
|
10.4K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
9.13K+ 17.26% |
$214K - $241K
|
62K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
129+ 53.97% |
$3.02K - $3.4K
|
368
$9.7K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.2K+ 13.98% |
$332K - $373K
|
115K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119K+ 9.5% |
$2.79M - $3.14M
|
1.37M
$36.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 9.9% |
$91.8K - $103K
|
43.5K
$1.15M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-4.48K- 2.21% |
$106K - $116K
|
198K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
271KNew |
$6.4M - $6.98M
|
271K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-556- 13.95% |
$13.1K - $14.3K
|
3.43K
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$35.5K - $38.7K
|
1.5K
$39.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.23K- 11.31% |
$99.9K - $109K
|
33.1K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.2K- 42.4% |
$809K - $883K
|
46.5K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.8K- 34.72% |
$727K - $793K
|
57.9K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8.19K+ 11.23% |
$194K - $211K
|
81.2K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.61K+ 20.09% |
$156K - $171K
|
39.5K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21- 40.38% |
$496 - $541
|
31
$817
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.8K- 35.66% |
$751K - $819K
|
57.3K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.6 - $25.8
|
1
$26.4
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-70- 5.04% |
$1.65K - $1.8K
|
1.32K
$34.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18- 0.99% |
$426 - $464
|
1.8K
$47.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$591K - $645K
|
25K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
9.04KNew |
$214K - $233K
|
9.04K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.03K- 17.01% |
$166K - $181K
|
34.3K
$904K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-287K- 95.48% |
$6.79M - $7.4M
|
13.6K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-6.25K- 23.23% |
$148K - $161K
|
20.7K
$545K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
676+ 262.02% |
$16K - $17.4K
|
934
$24.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13.4K+ 10.88% |
$318K - $347K
|
137K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-4.75K- 0.86% |
$112K - $122K
|
549K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
82+ 0.79% |
$1.94K - $2.11K
|
10.5K
$277K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.51K- 30.25% |
$102K - $118K
|
10.4K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.6 - $26.3
|
1
$26.4
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8New |
$181 - $210
|
8
$211
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.3KNew |
$708K - $823K
|
31.3K
$827K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 63.54% |
$474K - $551K
|
12K
$318K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7KNew |
$710K - $773K
|
28.7K
$756K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-509- 55.39% |
$12.6K - $13.7K
|
410
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
297New |
$7.36K - $8.01K
|
297
$7.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.7KNew |
$365K - $398K
|
14.7K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8New |
$198 - $216
|
8
$211
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.1K- 50.0% |
$400K - $435K
|
16.1K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-801- 4.02% |
$19.8K - $21.6K
|
19.1K
$504K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344New |
$8.49K - $9.29K
|
344
$9.07K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18.3K- 62.8% |
$453K - $495K
|
10.9K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.1K- 86.05% |
$1.24M - $1.35M
|
8.12K
$214K
|
|