Purchases and Sales Made in Q1 2023 in Litman Gregory Fds Tr Im Rba R (IRBA)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Im Rba R (IRBA) during Q1 2023. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IM RBA R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08K+ 7.12% |
$0 - $47.7K
|
76.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
657+ 1.88% |
$0 - $6.17K
|
35.6K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33+ 0.01% |
$0 - $310
|
485K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.96% |
$0 - $225
|
2.52K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-778- 27.49% |
$0 - $7.31K
|
2.05K
$0
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.96K- 4.93% |
$0 - $37.2K
|
76.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.85K- 5.97% |
$0 - $55K
|
92.2K
$0
|