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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
124New |
$2.8K - $3.26K
|
124
$3.19K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7KNew |
$710K - $773K
|
28.7K
$737K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
81.3KNew |
$2.01M - $2.19M
|
81.3K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-939- 5.93% |
$23.3K - $25.3K
|
14.9K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.61K+ 33.99% |
$64.6K - $70.3K
|
10.3K
$264K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-228- 14.11% |
$5.65K - $6.15K
|
1.39K
$35.7K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 67.98% |
$389K - $423K
|
7.4K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10.9K+ 6.51% |
$270K - $294K
|
179K
$4.59M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$24.8 - $27
|
1
$25.7
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
297New |
$7.36K - $8.01K
|
297
$7.64K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-509- 55.39% |
$12.6K - $13.7K
|
410
$10.5K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
800+ 0.27% |
$19.8K - $21.6K
|
298K
$7.67M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.7KNew |
$365K - $398K
|
14.7K
$379K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.7K- 46.57% |
$42K - $45.7K
|
1.95K
$50K
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.37K+ 3.51% |
$58.6K - $63.8K
|
69.8K
$1.79M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.3KNew |
$2.01M - $2.19M
|
81.3K
$2.09M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.12K- 13.43% |
$127K - $138K
|
33K
$850K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-181- 0.6% |
$4.48K - $4.88K
|
30.1K
$775K
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.78K+ 12.27% |
$44.1K - $48K
|
16.3K
$419K
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
28+ 0.31% |
$694 - $755
|
8.93K
$230K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8New |
$198 - $216
|
8
$206
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.1K- 50.0% |
$400K - $435K
|
16.1K
$415K
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-36K- 6.11% |
$893K - $972K
|
554K
$14.2M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.82K- 0.89% |
$45.1K - $49.1K
|
204K
$5.24M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.22% |
$2.25K - $2.45K
|
40.6K
$1.04M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$570K - $620K
|
23K
$592K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-115K- 53.5% |
$2.84M - $3.09M
|
99.7K
$2.56M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
52.2K+ 4.62% |
$1.29M - $1.41M
|
1.18M
$30.4M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-801- 4.02% |
$19.8K - $21.6K
|
19.1K
$492K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.8K+ 8.26% |
$243K - $264K
|
128K
$3.3M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
218+ 1.51% |
$5.4K - $5.88K
|
14.6K
$376K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
147New |
$3.64K - $3.96K
|
147
$3.78K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-83.6K- 89.97% |
$2.06M - $2.26M
|
9.32K
$240K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344New |
$8.49K - $9.29K
|
344
$8.85K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18.3K- 62.8% |
$453K - $495K
|
10.9K
$279K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.1K- 86.05% |
$1.24M - $1.35M
|
8.12K
$209K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.67K- 43.66% |
$189K - $207K
|
9.9K
$255K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
285+ 58.16% |
$7.04K - $7.7K
|
775
$19.9K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.7KNew |
$37.6K - $42.8K
|
1.7K
$43.7K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.7K+ 162.8% |
$1.68M - $1.9M
|
122K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 43.56% |
$146K - $165K
|
8.52K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.8K- 75.74% |
$858K - $975K
|
12.4K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.9KNew |
$351K - $399K
|
15.9K
$408K
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
489+ 4.13% |
$10.8K - $12.3K
|
12.3K
$317K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
167KNew |
$3.89M - $4.19M
|
167K
$4.28M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
777+ 6.48% |
$18.2K - $19.5K
|
12.8K
$329K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$316K - $339K
|
13.5K
$347K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.8KNew |
$439K - $473K
|
18.8K
$484K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-989- 6.04% |
$22K - $24K
|
15.4K
$396K
|