University Of Massachusetts Foundation, Inc. Ishares Core S&P Sm Cap ETF Transaction History

University Of Massachusetts Foundation, Inc.

$238 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$71.23 - $92.42 $15.3 Million - $19.9 Million	-214,943 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$75.05 - $84.14 $16.1 Million - $18.1 Million	214,943 New	214,943 $18 Million

Others Institutions Holding IJR

# of Institutions

2,476

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$4.12 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.59 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.15 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$2.02 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.88 Billion
0.42% of portfolio

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