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 21,167 shares of JHMD stock, worth $712,269. This represents 0.1% of its overall portfolio holdings.

Number of Shares
21,167
Previous 22,087 4.17%
Holding current value
$712,269
Previous $762,000 7.48%
% of portfolio
0.1%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JOHN HANCOCK ETF TR MULTIFACTO


  • Ticker JHMD
  • Sector ETFs
  • Industry ETFs
More about JHMD
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.