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BlackRock Institutional Trust’s IDEX IEX Stock Holding History

BlackRock Institutional Trust’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$212M Buy
2,356,642
+133,566
+6% +$12.1M 0.03% 560
2016
Q3 		$208M Sell
2,223,076
-24,079
-1% -$2.17M 0.03% 538
2016
Q2 		$184M Sell
2,247,155
-126,022
-5% -$10.5M 0.03% 577
2016
Q1 		$197M Buy
2,373,177
+179,710
+8% +$13.5M 0.03% 544
2015
Q4 		$168M Buy
2,193,467
+20,681
+1% +$1.58M 0.03% 610
2015
Q3 		$155M Buy
2,172,786
+19,784
+0.9% +$1.46M 0.03% 636
2015
Q2 		$169M Sell
2,153,002
-78,404
-4% -$6.07M 0.03% 641
2015
Q1 		$169M Buy
2,231,406
+100,476
+5% +$7.56M 0.03% 644
2014
Q4 		$166M Sell
2,130,930
-697
-0% -$51.9K 0.03% 627
2014
Q3 		$154M Sell
2,131,627
-48,226
-2% -$3.72M 0.03% 625
2014
Q2 		$176M Sell
2,179,853
-154,704
-7% -$11.7M 0.03% 587
2014
Q1 		$170M Buy
2,334,557
+151,530
+7% +$11M 0.03% 598
2013
Q4 		$161M Buy
2,183,027
+73,359
+3% +$5.1M 0.03% 596
2013
Q3 		$138M Sell
2,109,668
-109,519
-5% -$6.62M 0.03% 624
2013
Q2 		$119M Buy
+2,219,187
New +$118M 0.02% 664

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock Institutional Trust's IEX Position: Q4 2016 in Review

BlackRock Institutional Trust increased its IDEX (IEX) stake by 6% in Q4 2016, buying an estimated $12.1M and bringing the position to 2,356,642 shares worth $212M. The position accounts for 0.03% of the portfolio, ranked #560.

BlackRock Institutional Trust first reported a position in IEX in Q2 2013 and has held it in 15 quarters since. 327 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

  • BlackRock Institutional Trust held 2,356,642 shares of IDEX worth $212M as of Q4 2016.
  • BlackRock Institutional Trust bought 133,566 IDEX shares in Q4 2016, an estimated $12.1M.
  • IDEX made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #560 holding.
  • BlackRock Institutional Trust first reported a position in IDEX in Q2 2013 and has held it in 15 quarters since.
  • 327 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.