Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 42.8% |
$86.7K - $96.6K
|
34.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.31K+ 0.9% |
$35.7K - $39.8K
|
485K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.03K+ 115.5% |
$25K - $27.9K
|
5.64K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
543+ 23.74% |
$4.5K - $5.01K
|
2.83K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
317New |
$2.62K - $2.93K
|
317
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.69K- 2.06% |
$14K - $15.6K
|
80.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.5K- 24.28% |
$260K - $290K
|
98.1K
$0
|