Latest Institutional Transactions on John Hancock ETF Tr Multifacto (JHMD)
This table provides information on the latest institutional transactions involving John Hancock ETF Tr Multifacto (JHMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-125- 0.68% |
$3.99K - $4.48K
|
18.3K
$605K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.3K- 1.15% |
$361K - $405K
|
975K
$32.1M
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-600- 38.46% |
$19.7K - $21.1K
|
960
$31.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 27.94% |
$4.54K - $4.85K
|
632
$20.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.45K+ 9.68% |
$47.7K - $51K
|
16.4K
$542K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
172+ 573.33% |
$5.66K - $6.04K
|
202
$6.66K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
400New |
$13.2K - $14.1K
|
400
$13.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 19.96% |
$54.5K - $59.6K
|
6.9K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27.7K+ 372.4% |
$879K - $962K
|
35.2K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-248- 2.61% |
$7.86K - $8.6K
|
9.26K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
581New |
$18.4K - $20.1K
|
581
$19.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35+ 0.3% |
$1.11K - $1.21K
|
11.8K
$389K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
536New |
$15.3K - $17.5K
|
536
$17.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
75+ 0.96% |
$2.14K - $2.45K
|
7.91K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.3KNew |
$94K - $108K
|
3.3K
$109K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
101New |
$2.88K - $3.3K
|
101
$3.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
314New |
$8.96K - $10.3K
|
314
$10.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.06K- 2.69% |
$58.9K - $67.5K
|
74.7K
$2.46M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.65KNew |
$78.8K - $84.8K
|
2.65K
$87.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114New |
$3.39K - $3.65K
|
114
$3.76K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$353K - $379K
|
11.8K
$390K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
575New |
$17.4K - $18.5K
|
575
$18.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-331- 79.19% |
$10K - $10.6K
|
87
$2.87K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.1KNew |
$305K - $324K
|
10.1K
$332K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$9.92K - $10.8K
|
350
$11.5K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.75K- 3.61% |
$49.6K - $54K
|
46.8K
$1.54M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
686New |
$16.4K - $20K
|
686
$22.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.9K- 6.95% |
$334K - $406K
|
187K
$6.15M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
132K+ 1208.54% |
$3.16M - $3.78M
|
143K
$4.7M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.52KClosed |
$68.1K - $80.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-76.6KClosed |
$2.07M - $2.44M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1KNew |
$27K - $31.9K
|
1K
$33K
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
326New |
$10.6K - $11.4K
|
326
$10.7K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.35KClosed |
$77.2K - $82.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
30New |
$986 - $1.06K
|
30
$989
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.44KClosed |
$167K - $178K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-841Closed |
$25.9K - $27.6K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1KClosed |
$30.7K - $32.8K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-672Closed |
$20.7K - $22K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
142New |
$4.37K - $4.66K
|
142
$4.68K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-5Closed |
$131 - $157
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.3KClosed |
$400K - $477K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.4KClosed |
$613K - $731K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-106Closed |
$2.76K - $2.98K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
136New |
$3.54K - $3.82K
|
136
$4.48K
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-12.1KClosed |
$314K - $339K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
SELL
|
- |
-13.2KClosed |
$287K - $365K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.9KClosed |
$648K - $825K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.92KClosed |
$193K - $246K
|
0
$0
|
|