| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 3,305 | Added More | 395 | 13.57 % | $19,500 | $18,211 | $-1,289 | -6.61 % | $-154 | | | | | | News Article | History of Amvescap Plc Ownership Of Independence Holding Co |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 1,000 | No Change | 0 | 0 % | $5,900 | $5,510 | $-390 | -6.61 % | $0 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Independence Holding Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 5,268 | No Change | 0 | 0 % | $31,555 | $29,027 | $-2,529 | -8.01 % | $0 | | | | | | News Article | History of American International Group Inc Ownership Of Independence Holding Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 89,562 | Added More | 14,737 | 19.69 % | $536,476 | $493,487 | $-42,990 | -8.01 % | $-7,074 | | | | | | News Article | History of Northern Trust Corp Ownership Of Independence Holding Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Raffles Associates Lp | Institution | 54,409 | No Change | 0 | 0 % | $325,910 | $299,794 | $-26,116 | -8.01 % | $0 | | | | | | News Article | History of Raffles Associates Lp Ownership Of Independence Holding Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 483 | No Change | 0 | 0 % | $2,893 | $2,661 | $-232 | -8.01 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 32,356 | Sold Some | -8,821 | -21.42 % | $186,694 | $178,282 | $-8,413 | -4.50 % | $2,293 | | | | | | News Article | History of Axa Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 23 | Added More | 21 | 1050.00 % | $133 | $127 | $-6 | -4.50 % | $-5 | | | | | | News Article | History of Barclays Plc Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 23 | New Holding | 23 | 100 % | $133 | $127 | $-6 | -4.50 % | $-6 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 14,510 | New Holding | 14,510 | 100 % | $83,723 | $79,950 | $-3,773 | -4.50 % | $-3,773 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 22,775 | Added More | 270 | 1.19 % | $131,412 | $125,490 | $-5,922 | -4.50 % | $-70 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ota Financial Group L P | Institution | 27,200 | New Holding | 27,200 | 100 % | $156,944 | $149,872 | $-7,072 | -4.50 % | $-7,072 | | | | | | News Article | History of Ota Financial Group L P Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Pike Place Capital Management Llc | Institution | 192,379 | No Change | 0 | 0 % | $1,110,027 | $1,060,008 | $-50,019 | -4.50 % | $0 | | | | | | News Article | History of Pike Place Capital Management Llc Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 1,031 | New Holding | 1,031 | 100 % | $5,949 | $5,681 | $-268 | -4.50 % | $-268 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 12,628 | No Change | 0 | 0 % | $72,864 | $69,580 | $-3,283 | -4.50 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Independence Holding Co |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 90,823 | No Change | 0 | 0 % | $524,049 | $500,435 | $-23,614 | -4.50 % | $0 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Arnhold And S Bleichroeder Advisers Llc | Institution | 502,168 | Added More | 10,408 | 2.11 % | $2,842,271 | $2,766,946 | $-75,325 | -2.65 % | $-1,561 | | | | | | News Article | History of Arnhold And S Bleichroeder Advisers Llc Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 194,733 | Added More | 10,540 | 5.72 % | $1,102,189 | $1,072,979 | $-29,210 | -2.65 % | $-1,581 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Globeflex Capital L P | Institution | 25,823 | Added More | 8,923 | 52.79 % | $146,158 | $142,285 | $-3,873 | -2.65 % | $-1,338 | | | | | | News Article | History of Globeflex Capital L P Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | | Sold All | -1,100 | -100 % | | | | -2.65 % | $165 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 222 | Added More | 16 | 7.76 % | $1,257 | $1,223 | $-33 | -2.65 % | $-2 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 288 | Added More | 112 | 63.63 % | $1,630 | $1,587 | $-43 | -2.65 % | $-17 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -120 | -100 % | | | | -2.65 % | $18 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Independence Holding Co |
| 2009-11-12 | 2009-09-30 | 13F-HR | Voyageur Asset Management Inc | Institution | 36,000 | No Change | 0 | 0 % | $203,760 | $198,360 | $-5,400 | -2.65 % | $0 | | | | | | News Article | History of Voyageur Asset Management Inc Ownership Of Independence Holding Co |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 413,458 | No Change | 0 | 0 % | $2,302,961 | $2,278,154 | $-24,807 | -1.07 % | $0 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Independence Holding Co |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 185 | New Holding | 185 | 100 % | $1,030 | $1,019 | $-11 | -1.07 % | $-11 | | | | | | News Article | History of Ubs Ag Ownership Of Independence Holding Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 14,100 | No Change | 0 | 0 % | $73,884 | $77,691 | $3,807 | 5.15 % | $0 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Independence Holding Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 5,470 | No Change | 0 | 0 % | $28,663 | $30,140 | $1,477 | 5.15 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Independence Holding Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 33,984 | No Change | 0 | 0 % | $178,076 | $187,252 | $9,176 | 5.15 % | $0 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Independence Holding Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 28,799 | Sold Some | -397 | -1.35 % | $149,755 | $158,682 | $8,928 | 5.96 % | $-123 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Independence Holding Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Babson Capital Management Llc | Institution | 282,300 | Sold Some | -52,700 | -15.73 % | $1,431,261 | $1,555,473 | $124,212 | 8.67 % | $-23,188 | | | | | | News Article | History of Babson Capital Management Llc Ownership Of Independence Holding Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 712,277 | Added More | 14,450 | 2.07 % | $4,017,242 | $3,924,646 | $-92,596 | -2.30 % | $-1,879 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Independence Holding Co |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 18,363 | Added More | 8,218 | 81.00 % | $109,994 | $101,180 | $-8,814 | -8.01 % | $-3,945 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Independence Holding Co |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 34,809 | Sold Some | -4,946 | -12.44 % | $206,069 | $191,798 | $-14,272 | -6.92 % | $2,028 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Independence Holding Co |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 19,440 | No Change | 0 | 0 % | $114,696 | $107,114 | $-7,582 | -6.61 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Independence Holding Co |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 7,937 | No Change | 0 | 0 % | $48,178 | $43,733 | $-4,445 | -9.22 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Independence Holding Co |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 14,173 | Added More | 3,050 | 27.42 % | $92,833 | $78,093 | $-14,740 | -15.87 % | $-3,172 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Independence Holding Co |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 184,193 | Added More | 19,329 | 11.72 % | $1,112,526 | $1,014,903 | $-97,622 | -8.77 % | $-10,244 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Independence Holding Co |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 2,910 | Sold Some | -2,708 | -48.20 % | $17,489 | $16,034 | $-1,455 | -8.31 % | $1,354 | | | | | | News Article | History of Amvescap Plc Ownership Of Independence Holding Co |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 1,000 | No Change | 0 | 0 % | $6,140 | $5,510 | $-630 | -10.26 % | $0 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Independence Holding Co |
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