Ima Wealth, Inc. Federated Hermes, Inc. Transaction History

Ima Wealth, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 28, 2023	BUY	$32.42 - $36.86 $3,987 - $4,533	123 Added 0.89%	13,963 $472,000
Q2 2023 Aug 15, 2023	BUY	$34.43 - $44.0 $5,887 - $7,524	171 Added 1.25%	13,840 $496,000
Q1 2023 May 15, 2023	SELL	$37.29 - $40.85 $17,190 - $18,831	-461 Reduced 3.26%	13,669 $548,000
Q4 2022 Feb 15, 2023	BUY	$30.88 - $38.31 $267,575 - $331,956	8,665 Added 158.55%	14,130 $513,000
Q3 2022 Nov 15, 2022	SELL	$32.12 - $35.72 $7,002 - $7,786	-218 Reduced 3.84%	5,465 $181,000
Q2 2022 Aug 18, 2022	SELL	$28.38 - $34.91 $2.17 Million - $2.67 Million	-76,580 Reduced 93.09%	5,683 $181,000
Q1 2022 Jun 13, 2022	SELL	$30.21 - $39.16 $524,445 - $679,817	-17,360 Reduced 17.43%	82,263 $2.8 Million
Q4 2021 Feb 14, 2022	BUY	$31.56 - $37.87 $6,280 - $7,536	199 Added 0.2%	99,623 $3.74 Million
Q3 2021 Nov 03, 2021	SELL	$29.52 - $34.55 $4,900 - $5,735	-166 Reduced 0.17%	99,424 $3.23 Million
Q2 2021 Aug 13, 2021	SELL	$28.8 - $34.62 $7,286 - $8,758	-253 Reduced 0.25%	99,590 $3.38 Million
Q1 2021 May 13, 2021	BUY	$26.72 - $31.49 $170,580 - $201,032	6,384 Added 6.83%	99,843 $3.13 Million
Q4 2020 Feb 08, 2021	BUY	$21.28 - $30.04 $1.99 Million - $2.81 Million	93,459 New	93,459 $2.7 Million

309

57.3M

17.8K

49.6K

Ticker FHI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 89,132,704
Market Cap $3.66B
Description
Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipa...

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