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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.36K+ 9.06% |
$166K - $193K
|
88.6K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8New |
$181 - $210
|
8
$195
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.51K- 30.25% |
$102K - $118K
|
10.4K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$1.17K - $1.37K
|
52
$1.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 46.11% |
$77K - $89.6K
|
3.99K
$97K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.6 - $26.3
|
1
$24.4
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4KNew |
$844K - $981K
|
37.4K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
24K+ 13.43% |
$541K - $630K
|
203K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.8KNew |
$1.82M - $2.12M
|
80.8K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.3KNew |
$708K - $823K
|
31.3K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$22.6 - $26.3
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
22.7K+ 220.55% |
$512K - $595K
|
32.9K
$802K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 63.54% |
$474K - $551K
|
12K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-129- 6.63% |
$2.91K - $3.39K
|
1.82K
$44.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.62K+ 0.88% |
$59.1K - $68.7K
|
301K
$7.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41.3KNew |
$933K - $1.09M
|
41.3K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-80K- 39.3% |
$1.81M - $2.1M
|
124K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.78K+ 9.57% |
$176K - $204K
|
89K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
956+ 0.96% |
$21.6K - $25.1K
|
101K
$2.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.21K- 10.64% |
$72.4K - $84.2K
|
26.9K
$656K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
624+ 6.99% |
$14.1K - $16.4K
|
9.56K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.19K+ 4.57% |
$72K - $83.7K
|
73K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
607+ 3.73% |
$13.7K - $15.9K
|
16.9K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
47.6K+ 4.03% |
$1.08M - $1.25M
|
1.23M
$30M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 9.58% |
$87.9K - $102K
|
44.5K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 57.45% |
$298K - $347K
|
36.2K
$882K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
111+ 75.51% |
$2.51K - $2.92K
|
258
$6.28K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.28K+ 4.11% |
$119K - $139K
|
134K
$3.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.22K- 28.84% |
$95.3K - $111K
|
10.4K
$254K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
124New |
$2.8K - $3.26K
|
124
$3.02K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7KNew |
$710K - $773K
|
28.7K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-228- 14.11% |
$5.65K - $6.15K
|
1.39K
$33.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
297New |
$7.36K - $8.01K
|
297
$7.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-509- 55.39% |
$12.6K - $13.7K
|
410
$9.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.7KNew |
$365K - $398K
|
14.7K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8New |
$198 - $216
|
8
$195
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-36K- 6.11% |
$893K - $972K
|
554K
$13.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.1K- 50.0% |
$400K - $435K
|
16.1K
$393K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-801- 4.02% |
$19.8K - $21.6K
|
19.1K
$466K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344New |
$8.49K - $9.29K
|
344
$8.38K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18.3K- 62.8% |
$453K - $495K
|
10.9K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.1K- 86.05% |
$1.24M - $1.35M
|
8.12K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.67K- 43.66% |
$189K - $207K
|
9.9K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
285+ 58.16% |
$7.04K - $7.7K
|
775
$18.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.7K+ 162.8% |
$1.68M - $1.9M
|
122K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 43.56% |
$146K - $165K
|
8.52K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.8K- 75.74% |
$858K - $975K
|
12.4K
$302K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
489+ 4.13% |
$10.8K - $12.3K
|
12.3K
$300K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
167KNew |
$3.89M - $4.19M
|
167K
$4.06M
|
|