Envestnet Asset Management Inc Litman Gregory Fds Tr Im Rba R Transaction History

Envestnet Asset Management Inc

$263 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$8.52 - $9.59 $76,373 - $85,964	-8,964 Reduced 9.18%	88,703 $832,000
Q3 2023 Nov 13, 2023	BUY	$8.79 - $9.44 $31,055 - $33,351	3,533 Added 3.75%	97,667 $861,000
Q2 2023 Aug 04, 2023	BUY	$8.98 - $9.3 $17,026 - $17,632	1,896 Added 2.06%	94,134 $869,000
Q1 2023 May 11, 2023	SELL	$0.0 - $9.39 $0 - $54,950	-5,852 Reduced 5.97%	92,238 $842,000
Q4 2022 Feb 07, 2023	SELL	$8.28 - $9.23 $260,472 - $290,357	-31,458 Reduced 24.28%	98,090 $870,000

Q3 2022 Nov 10, 2022	SELL	N/A	-23,047 Reduced 15.1%	129,548 $1.08 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-23,091 Reduced 13.14%	152,595 $1.36 Million
Q1 2022 May 04, 2022	BUY	N/A	175,686 New	175,686 $1.75 Million

Others Institutions Holding IRBA

# of Institutions

6

Shares Held

81.2K

Call Options Held

0

Put Options Held

0

About LITMAN GREGORY FDS TR IM RBA R

Ticker IRBA

More about IRBA

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