Iht Wealth Management, LLC John Hancock Multifactor Mid C Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$45.9 - $49.69 $130,034 - $140,771	-2,833 Reduced 14.96%	16,102 $800,000
Q1 2023 May 15, 2023	SELL	$45.23 - $51.69 $6.92 Million - $7.91 Million	-153,082 Reduced 88.99%	18,935 $906,000
Q4 2022 Feb 14, 2023	BUY	$42.94 - $49.41 $6.57 Million - $7.56 Million	153,040 Added 806.45%	172,017 $8.01 Million
Q3 2022 Nov 22, 2022	SELL	$42.6 - $50.76 $23,046 - $27,461	-541 Reduced 2.77%	18,977 $808,000
Q2 2022 Aug 15, 2022	SELL	$42.94 - $52.79 $11,722 - $14,411	-273 Reduced 1.38%	19,518 $862,000
Q1 2022 May 16, 2022	SELL	$49.18 - $55.7 $192,392 - $217,898	-3,912 Reduced 16.5%	19,791 $1.04 Million
Q4 2021 Feb 14, 2022	SELL	$51.88 - $56.63 $169,803 - $185,349	-3,273 Reduced 12.13%	23,703 $1.32 Million
Q3 2021 Nov 15, 2021	BUY	$50.04 - $54.37 $50,790 - $55,185	1,015 Added 3.91%	26,976 $1.39 Million
Q2 2021 Aug 16, 2021	BUY	$49.78 - $52.22 $1.29 Million - $1.36 Million	25,961 New	25,961 $1.35 Million
Q2 2018 Aug 13, 2018	SELL	$33.44 - $35.96 $41,097 - $44,194	-1,229 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$31.95 - $32.28 $39,266 - $39,672	1,229	1,229 $40,000

Others Institutions Holding JHMM

# of Institutions

235

Shares Held

46.6M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.34M
Shares

$322 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

4.56M
Shares

$275 Million
0.13% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

3.62M
Shares

$218 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

3.18M
Shares

$192 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$167 Million
0.01% of portfolio

About JOHN HANCOCK MULTIFACTOR MID C

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