Purchases and Sales Made in Q2 2025 in Harbor ETF Tr All Weather Infl (HGER)
This table provides information about the institutional ownership of Harbor ETF Tr All Weather Infl (HGER) during Q2 2025. The information is specifically focused on institutions that hold shares of HARBOR ETF TR ALL WEATHER INFL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
61.6KNew |
$1.36M - $1.56M
|
61.6K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
51.8K+ 191.13% |
$1.15M - $1.31M
|
78.9K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
35K+ 21.0% |
$774K - $888K
|
202K
$4.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 3.41% |
$414K - $474K
|
566K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 79.34% |
$331K - $380K
|
33.8K
$822K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13K+ 25.56% |
$287K - $329K
|
63.8K
$1.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 23.05% |
$256K - $294K
|
61.8K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.3KNew |
$229K - $262K
|
10.3K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.87K+ 5.32% |
$85.7K - $98.3K
|
76.7K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 0.63% |
$45.3K - $52K
|
330K
$8.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
341+ 2.21% |
$7.55K - $8.66K
|
15.8K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.67K - $4.21K
|
166
$4.04K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-20.2K- 77.22% |
$446K - $512K
|
5.94K
$145K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29.7K- 32.64% |
$656K - $753K
|
61.2K
$1.49M
|