BlackRock Institutional Trust’s HealthStream HSTM Stock Holding History

BlackRock Institutional Trust’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$16.2M	Buy	645,644 +12,814	+2%	+$330K	﹤0.01%	2119
2016 Q3	$17.5M	Buy	632,830 +2,396	+0.4%	+$61.9K	﹤0.01%	1976
2016 Q2	$16.7M	Sell	630,434 -908	-0.1%	-$21.3K	﹤0.01%	1959
2016 Q1	$13.9M	Sell	631,342 -302	-0%	-$6.22K	﹤0.01%	2045
2015 Q4	$13.9M	Buy	631,644 +16,923	+3%	+$395K	﹤0.01%	2109
2015 Q3	$13.4M	Buy	614,721 +15,917	+3%	+$423K	﹤0.01%	2105
2015 Q2	$18.2M	Sell	598,804 -5,358	-0.9%	-$153K	﹤0.01%	1984
2015 Q1	$15.2M	Buy	604,162 +271	+0%	+$7.38K	﹤0.01%	2122
2014 Q4	$17.8M	Sell	603,891 -6,335	-1%	-$180K	﹤0.01%	1986
2014 Q3	$14.7M	Sell	610,226 -15,511	-2%	-$391K	﹤0.01%	2082
2014 Q2	$15.2M	Buy	625,737 +12,461	+2%	+$310K	﹤0.01%	2151
2014 Q1	$16.4M	Buy	613,276 +31,633	+5%	+$940K	﹤0.01%	2096
2013 Q4	$19M	Sell	581,643 -15,902	-3%	-$544K	﹤0.01%	1982
2013 Q3	$22.6M	Sell	597,545 -118,853	-17%	-$3.88M	﹤0.01%	1770
2013 Q2	$18.1M	Buy	+716,398	New	+$17.3M	﹤0.01%	1876

Other funds holding HSTM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return