Adviser Investments LLC Harbor ETF Tr Divid Growth Lea Transaction History

Adviser Investments LLC

$7.85 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$15.07 - $15.75 $1,687 - $1,764	112 Added 0.67%	16,800 $256,000
Q3 2024 Nov 08, 2024	SELL	$13.97 - $15.44 $166,145 - $183,627	-11,893 Reduced 41.61%	16,688 $257,000
Q2 2024 Aug 12, 2024	BUY	$13.62 - $14.51 $1,116 - $1,189	82 Added 0.29%	28,581 $410,000
Q4 2023 Feb 01, 2024	SELL	$11.81 - $13.48 $162,245 - $185,188	-13,738 Reduced 32.53%	28,499 $383,000
Q3 2023 Oct 11, 2023	BUY	$12.13 - $12.83 $512,334 - $541,900	42,237 New	42,237 $513,000
Q4 2022 Jan 19, 2023	BUY	$11.41 - $13.09 $26,596 - $30,512	2,331 Added 5.89%	41,879 $0
Q2 2022 Jul 14, 2022	BUY	$11.84 - $13.29 $468,248 - $525,592	39,548 New	39,548 $473,000

Others Institutions Holding GDIV

# of Institutions

31

Shares Held

6.77M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.2M
Shares

$18.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

1.07M
Shares

$16.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.05M
Shares

$16.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

899K
Shares

$14 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

464K
Shares

$7.25 Million
0.07% of portfolio

About HARBOR ETF TR DIVID GROWTH LEA

Ticker GDIV
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