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

University Of Massachusetts Foundation, Inc.

$231 Million
Q3 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

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.21 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.59 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.16 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.06 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.87 Billion
0.44% of portfolio

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