Institute For Wealth Management, Llc. John Hancock ETF Tr Multifacto Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in John Hancock ETF Tr Multifacto stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,325 shares of JHMD stock, worth $693,489. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,325

Previous 21,167 0.75%

Holding current value

$693,489

Previous $705,000 6.95%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$31.95 - $35.87 $5,048 - $5,667	158 Added 0.75%	21,325 $754,000
Q2 2024 Jul 25, 2024	SELL	$32.89 - $35.14 $30,258 - $32,328	-920 Reduced 4.17%	21,167 $705,000
Q1 2024 Apr 30, 2024	SELL	$31.68 - $34.67 $7,096 - $7,766	-224 Reduced 1.0%	22,087 $762,000
Q4 2023 Jan 31, 2024	BUY	$28.53 - $32.68 $1,369 - $1,568	48 Added 0.22%	22,311 $727,000
Q3 2023 Oct 13, 2023	BUY	$29.77 - $32.03 $24,738 - $26,616	831 Added 3.88%	22,263 $665,000
Q2 2023 Jul 25, 2023	BUY	$30.27 - $32.16 $41,167 - $43,737	1,360 Added 6.78%	21,432 $666,000
Q1 2023 Apr 20, 2023	BUY	$28.33 - $30.86 $42,863 - $46,691	1,513 Added 8.15%	20,072 $616,000
Q4 2022 Feb 02, 2023	BUY	$23.94 - $29.16 $444,302 - $541,180	18,559 New	18,559 $522,000

Others Institutions Holding JHMD

# of Institutions

Shares Held

17.8M

Call Options Held

Put Options Held

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About JOHN HANCOCK ETF TR MULTIFACTO

Ticker JHMD
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Institute For Wealth Management, Llc. John Hancock ETF Tr Multifacto Transaction History