BIT
IHC

BlackRock Institutional Trust’s Independence Holding Company IHC Stock Holding History

BlackRock Institutional Trust’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1.11M Sell
56,892
-64
-0.1% -$1.2K ﹤0.01% 3266
2016
Q3 		$979K Sell
56,956
-319
-0.6% -$5.58K ﹤0.01% 3303
2016
Q2 		$1.03M Buy
57,275
+2,333
+4% +$38.2K ﹤0.01% 3297
2016
Q1 		$875K Sell
54,942
-684
-1% -$10.6K ﹤0.01% 3313
2015
Q4 		$770K Buy
55,626
+2,196
+4% +$31K ﹤0.01% 3396
2015
Q3 		$692K Buy
53,430
+1,981
+4% +$25.4K ﹤0.01% 3431
2015
Q2 		$679K Sell
51,449
-11,254
-18% -$142K ﹤0.01% 3450
2015
Q1 		$852K Sell
62,703
-1,436
-2% -$18.4K ﹤0.01% 3386
2014
Q4 		$895K Sell
64,139
-4,223
-6% -$57.9K ﹤0.01% 3383
2014
Q3 		$909K Sell
68,362
-5,332
-7% -$71.9K ﹤0.01% 3350
2014
Q2 		$1.04M Sell
73,694
-1,883
-2% -$25.8K ﹤0.01% 3420
2014
Q1 		$1.01M Sell
75,577
-91
-0.1% -$1.17K ﹤0.01% 3409
2013
Q4 		$1.02M Sell
75,668
-5,627
-7% -$75.9K ﹤0.01% 3390
2013
Q3 		$1.16M Sell
81,295
-3,788
-4% -$53K ﹤0.01% 3317
2013
Q2 		$1.01M Buy
+85,083
New +$929K ﹤0.01% 3333

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

BlackRock Institutional Trust reduced its Independence Holding Company (IHC) stake by 0.11% in Q4 2016, selling an estimated $1.2K and leaving 56,892 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

BlackRock Institutional Trust first reported a position in IHC in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2013. 57 funds tracked by Wall St. Rank hold IHC as of Q4 2016.

  • BlackRock Institutional Trust held 56,892 shares of Independence Holding Company worth $1.11M as of Q4 2016.
  • BlackRock Institutional Trust sold 64 Independence Holding Company shares in Q4 2016, an estimated $1.2K.
  • Independence Holding Company made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3266 holding.
  • BlackRock Institutional Trust first reported a position in Independence Holding Company in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Independence Holding Company position peaked at $1.16M in Q3 2013.
  • 57 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2016.

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