Purchases and Sales Made in Q2 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 Q2 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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.9K+ 2.06% |
$17K - $17.6K
|
94.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
30New |
$269 - $279
|
30
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-227- 0.64% |
$2.04K - $2.11K
|
35.4K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 0.22% |
$9.73K - $10.1K
|
484K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.08K- 6.64% |
$45.6K - $47.2K
|
71.3K
$0
|