Iron Oak Wealth Llc. Harbor ETF Tr All Weather Infl Transaction History

Iron Oak Wealth Llc.

$103 Billion
Q2 2025

A detailed history of Iron Oak Wealth Llc. transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Iron Oak Wealth Llc. holds 61,616 shares of HGER stock, worth $1.53 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

61,616

Holding current value

$1.53 Million

% of portfolio

1.45%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$22.13 - $25.39 $1.36 Million - $1.56 Million	61,616 New	61,616 $1.5 Billion

Others Institutions Holding HGER

# of Institutions

Shares Held

13.1M

Call Options Held

Put Options Held

3 Edge Asset Management, LP

1.39M
Shares

$34.5 Million
2.66% of portfolio
Great Lakes Advisors, LLC Chicago, IL

1.23M
Shares

$30.6 Million
0.29% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

1.13M
Shares

$28.2 Million
14.78% of portfolio
New Harbor Financial Group, LLC Leominster, MA

1.06M
Shares

$26.5 Million
6.87% of portfolio
Synovus Financial Corp Columbus, GA

975K
Shares

$24.3 Million
0.31% of portfolio

View Full List

About HARBOR ETF TR ALL WEATHER INFL

Ticker HGER

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Iron Oak Wealth Llc. Harbor ETF Tr All Weather Infl Transaction History