Latest Institutional Purchases of Ea Ser Tr Alpha Architect Intl (IVAL)
This list provides information on the latest institutional transactions involving Ea Ser Tr Alpha Architect Intl (IVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
54K+ 46.82% |
$1.24M - $1.51M
|
169K
$4.73M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.38K+ 61.25% |
$146K - $179K
|
16.8K
$469K
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.37K+ 8.65% |
$123K - $151K
|
67.4K
$1.88M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 5.88% |
$58.6K - $71.7K
|
46K
$1.29M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$43.7K - $53.5K
|
1.91K
$53.3K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
445+ 0.33% |
$10.2K - $12.5K
|
137K
$3.81M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
300KNew |
$7.03M - $7.91M
|
300K
$8.38M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119K+ 9.5% |
$2.79M - $3.14M
|
1.37M
$38.4M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32.8KNew |
$768K - $864K
|
32.8K
$915K
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
20.4K+ 10.32% |
$479K - $539K
|
218K
$6.1M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1K+ 72.31% |
$424K - $477K
|
43.1K
$1.2M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15K+ 45.2% |
$352K - $396K
|
48.2K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$295K - $332K
|
12.6K
$352K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
12.1KNew |
$283K - $319K
|
12.1K
$338K
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
12K+ 132.35% |
$280K - $316K
|
21K
$587K
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
10.4K+ 60.72% |
$245K - $275K
|
27.6K
$772K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.92K+ 9.9% |
$91.8K - $103K
|
43.5K
$1.21M
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.88K+ 4.78% |
$90.9K - $102K
|
85K
$2.38M
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.5K+ 26.11% |
$58.5K - $65.9K
|
12.1K
$337K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
256+ 19.42% |
$6K - $6.75K
|
1.57K
$44K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
182+ 16.62% |
$4.27K - $4.8K
|
1.28K
$35.7K
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
129+ 53.97% |
$3.02K - $3.4K
|
368
$10.3K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
271KNew |
$6.4M - $6.98M
|
271K
$7.56M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13.4K+ 10.88% |
$318K - $347K
|
137K
$3.83M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$35.5K - $38.7K
|
1.5K
$41.9K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
676+ 262.02% |
$16K - $17.4K
|
934
$26.1K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.6 - $25.8
|
1
$27.9
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.3KNew |
$708K - $823K
|
31.3K
$876K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8New |
$181 - $210
|
8
$224
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.6 - $26.3
|
1
$27.9
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7KNew |
$710K - $773K
|
28.7K
$801K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.7KNew |
$365K - $398K
|
14.7K
$412K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
297New |
$7.36K - $8.01K
|
297
$8.3K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8New |
$198 - $216
|
8
$224
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344New |
$8.49K - $9.29K
|
344
$9.61K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
285+ 58.16% |
$7.04K - $7.7K
|
775
$21.7K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
489+ 4.13% |
$10.8K - $12.3K
|
12.3K
$345K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
167KNew |
$3.89M - $4.19M
|
167K
$4.65M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$316K - $339K
|
13.5K
$377K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
460KNew |
$10.2M - $11.2M
|
460K
$12.9M
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
18.6K+ 565.03% |
$401K - $450K
|
21.9K
$613K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1.57KNew |
$32.3K - $38.6K
|
1.57K
$43.8K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$27.4K - $32.9K
|
1.23K
$34.3K
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
BUY
|
- |
195+ 0.18% |
$4.36K - $5.23K
|
111K
$3.1M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
160New |
$3.58K - $4.29K
|
160
$4.47K
|
|
Q4 2021 | |||||||
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.8KNew |
$476K - $520K
|
18.8K
$525K
|