Harbor Investment Advisory, LLC Ishares Tr Transaction History

Harbor Investment Advisory, LLC

$1.26 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	BUY	$41.63 - $46.8 $3,871 - $4,352	93 New	93 $4,000

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.2M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$235 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$214 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$126 Million
4.3% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$118 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$117 Million
22.74% of portfolio

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbor Investment Advisory, LLC with notifications on news.