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 $1.65 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

61,616

Holding current value

$1.65 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

122

Shares Held

26.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.78M
Shares

$74.4 Million
0.01% of portfolio
Great Lakes Advisors, LLC Chicago, IL

2.5M
Shares

$66.8 Million
0.6% of portfolio
3 Edge Asset Management, LP

2.03M
Shares

$54.3 Million
3.18% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.5M
Shares

$40.1 Million
0.01% of portfolio
Synovus Financial Corp Columbus, GA

1.2M
Shares

$32.1 Million
0.36% of portfolio

View Full List

About HARBOR ETF TR ALL WEATHER INFL

Ticker HGER

More about HGER

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Oak Wealth Llc., based on Form 13F filings with the SEC.

News

Stay updated on Iron Oak Wealth Llc. with notifications on news.

Account

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