Institute For Wealth Management, Llc. John Hancock Multifactor Large Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in John Hancock Multifactor Large stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 14,689 shares of JHML stock, worth $1.06 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,689

Previous 14,595 0.64%

Holding current value

$1.06 Million

Previous $948,000 7.59%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$62.62 - $69.44 $5,886 - $6,527	94 Added 0.64%	14,689 $1.02 Million
Q2 2024 Jul 25, 2024	SELL	$61.15 - $65.58 $59,927 - $64,268	-980 Reduced 6.29%	14,595 $948,000
Q1 2024 Apr 30, 2024	SELL	$57.84 - $64.76 $11,105 - $12,433	-192 Reduced 1.22%	15,575 $1.01 Million
Q4 2023 Jan 31, 2024	BUY	$50.68 - $59.15 $253 - $295	5 Added 0.03%	15,767 $927,000
Q3 2023 Oct 13, 2023	BUY	$52.8 - $56.65 $19,166 - $20,563	363 Added 2.36%	15,762 $835,000
Q2 2023 Jul 25, 2023	BUY	$50.83 - $54.89 $55,099 - $59,500	1,084 Added 7.57%	15,399 $845,000
Q1 2023 Apr 20, 2023	BUY	$49.01 - $53.48 $64,791 - $70,700	1,322 Added 10.17%	14,315 $741,000
Q4 2022 Feb 02, 2023	BUY	$45.55 - $52.43 $591,831 - $681,222	12,993 New	12,993 $639,000

Others Institutions Holding JHML

# of Institutions

103

Shares Held

13.9M

Call Options Held

Put Options Held

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About JOHN HANCOCK MULTIFACTOR LARGE

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Institute For Wealth Management, Llc. John Hancock Multifactor Large Transaction History