Latest Institutional Transactions on Harbor ETF Tr All Weather Infl (HGER)
This table provides information on the latest institutional transactions involving Harbor ETF Tr All Weather Infl (HGER) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.82KNew |
$40.5K - $42.4K
|
1.82K
$44.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-258- 0.16% |
$5.74K - $6K
|
163K
$3.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
789New |
$17.5K - $18.4K
|
789
$19.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-19K- 50.42% |
$398K - $444K
|
18.7K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$251K - $281K
|
12K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
106New |
$2.22K - $2.48K
|
106
$2.58K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$995K - $1.11M
|
47.5K
$1.16M
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
226+ 1.15% |
$4.82K - $5.35K
|
19.8K
$482K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.65KNew |
$54.9K - $60.5K
|
2.65K
$64.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-108- 1.41% |
$2.28K - $2.5K
|
7.53K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
219+ 2.38% |
$4.63K - $5.07K
|
9.4K
$229K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$14.4K - $15.7K
|
700
$17K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.14K- 48.14% |
$23.5K - $25.4K
|
1.23K
$29.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
9.18KNew |
$189K - $205K
|
9.18K
$223K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
56.7KNew |
$1.11M - $1.28M
|
56.7K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.52KNew |
$187K - $214K
|
9.52K
$231K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$2K - $2.56K
|
100
$2.43K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$80.1K - $103K
|
4K
$97.3K
|
|