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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7KNew |
$710K - $773K
|
28.7K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
297New |
$7.36K - $8.01K
|
297
$8.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-509- 55.39% |
$12.6K - $13.7K
|
410
$12.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8New |
$198 - $216
|
8
$238
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.1K- 50.0% |
$400K - $435K
|
16.1K
$479K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344New |
$8.49K - $9.29K
|
344
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18.3K- 62.8% |
$453K - $495K
|
10.9K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.1K- 86.05% |
$1.24M - $1.35M
|
8.12K
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.67K- 43.66% |
$189K - $207K
|
9.9K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
285+ 58.16% |
$7.04K - $7.7K
|
775
$23K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 43.56% |
$146K - $165K
|
8.52K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.8K- 75.74% |
$858K - $975K
|
12.4K
$369K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
489+ 4.13% |
$10.8K - $12.3K
|
12.3K
$366K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
167KNew |
$3.89M - $4.19M
|
167K
$4.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$316K - $339K
|
13.5K
$401K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-989- 6.04% |
$22K - $24K
|
15.4K
$457K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
460KNew |
$10.2M - $11.2M
|
460K
$13.7M
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
18.6K+ 565.03% |
$401K - $450K
|
21.9K
$652K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1.57KNew |
$32.3K - $38.6K
|
1.57K
$46.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-444K- 99.29% |
$8.92M - $10.8M
|
3.16K
$93.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1Closed |
$20.1 - $24.2
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5.74KClosed |
$128K - $154K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-8.03KClosed |
$180K - $216K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$27.4K - $32.9K
|
1.23K
$36.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
BUY
|
- |
195+ 0.18% |
$4.36K - $5.23K
|
111K
$3.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
160New |
$3.58K - $4.29K
|
160
$4.75K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-618Closed |
$15K - $17K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.5KClosed |
$472K - $538K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-9KClosed |
$218K - $248K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-6.5KClosed |
$157K - $179K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.8KNew |
$476K - $520K
|
18.8K
$558K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-170Closed |
$4.3K - $4.71K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32KClosed |
$811K - $886K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-785Closed |
$21.2K - $23.1K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-110KClosed |
$2.97M - $3.23M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.68KClosed |
$208K - $226K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-176KClosed |
$5.06M - $5.31M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-422Closed |
$12.1K - $12.8K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.33KClosed |
$269K - $282K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-176KClosed |
$5.06M - $5.31M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.61KClosed |
$31.8K - $42.3K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-708Closed |
$14K - $18.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-7.22KClosed |
$128K - $215K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.08KClosed |
$126K - $211K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7.2KClosed |
$128K - $215K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.45KClosed |
$59.9K - $67.5K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-14.3KClosed |
$349K - $393K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 01, 2019
Q2 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.59KClosed |
$220K - $255K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-46Closed |
$1.14K - $1.32K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.3KClosed |
$454K - $526K
|
0
$0
|
|