Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$182K - $204K
|
21.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
500+ 2272.73% |
$4.26K - $4.8K
|
522
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.04K- 2.95% |
$8.86K - $9.97K
|
34.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.96K- 9.18% |
$76.4K - $86K
|
88.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 15.86% |
$90K - $101K
|
56.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.3K- 11.21% |
$454K - $511K
|
422K
$0
|