Institutional Ownership Ea Ser Tr Alpha Architect Intl (IVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IVAL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $94.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
10,497
shares
|
$262,425
0.1% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
9,563
shares
|
$239,075
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
9,038
shares
|
$225,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,429
shares
|
$85,725
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,798
shares
|
$44,950
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$37,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,318
shares
|
$32,950
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,095
shares
|
$27,375
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
934
shares
|
$23,350
0.01% of portfolio
|
Q4 2024
Added 262.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
410
shares
|
$10,250
0.0% of portfolio
|
Q2 2024
Reduced 55.39%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
239
shares
|
$5,975
0.0% of portfolio
|
Q4 2024
Added 92.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
31
shares
|
$775
0.0% of portfolio
|
Q4 2024
Reduced 40.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8
shares
|
$200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8
shares
|
$200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|