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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 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 14,738 shares of JHML stock, worth $948,832. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,738
Previous 14,689 0.33%
Holding current value
$948,832
Previous $1.02 Million 0.59%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$68.78 - $73.44 $3,370 - $3,598
49 Added 0.33%
14,738 $1.03 Million
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
108
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About JOHN HANCOCK MULTIFACTOR LARGE

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