Purchases and Sales Made in Q2 2023 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI CHINA ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
918New |
$39.7K - $45.8K
|
918
$45.7K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
842+ 13.12% |
$36.4K - $42K
|
7.26K
$361K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
800+ 13.68% |
$34.6K - $39.9K
|
6.65K
$331K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
788+ 1.28% |
$34.1K - $39.3K
|
62.2K
$3.09M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
753+ 3.64% |
$32.6K - $37.6K
|
21.5K
$1.07M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
706+ 13.07% |
$30.5K - $35.2K
|
6.11K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
662New |
$28.6K - $33K
|
662
$32.9K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
634New |
$27.4K - $31.6K
|
634
$31.5K
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
615+ 10.08% |
$26.6K - $30.7K
|
6.72K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
500+ 0.92% |
$21.6K - $24.9K
|
54.7K
$2.72M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
479+ 2.37% |
$20.7K - $23.9K
|
20.7K
$1.03M
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
437+ 21850.0% |
$18.9K - $21.8K
|
439
$21.8K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
338+ 2.32% |
$14.6K - $16.9K
|
14.9K
$741K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
333+ 0.79% |
$14.4K - $16.6K
|
42.7K
$2.12M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
327+ 0.61% |
$14.1K - $16.3K
|
53.6K
$2.67M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
312+ 80.83% |
$13.5K - $15.6K
|
698
$34.7K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
275New |
$11.9K - $13.7K
|
275
$13.7K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
272+ 2.57% |
$11.8K - $13.6K
|
10.8K
$539K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
261New |
$11.3K - $13K
|
261
$13K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
260+ 72.63% |
$11.2K - $13K
|
618
$30.7K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 5.27% |
$8.65K - $9.98K
|
4K
$199K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
148New |
$6.4K - $7.38K
|
148
$7.36K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
91New |
$3.93K - $4.54K
|
91
$4.53K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83+ 0.92% |
$3.59K - $4.14K
|
9.08K
$451K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
82+ 0.18% |
$3.55K - $4.09K
|
46.2K
$2.3M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
82New |
$3.55K - $4.09K
|
82
$4.08K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
62New |
$2.68K - $3.09K
|
62
$3.08K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59New |
$2.55K - $2.94K
|
59
$2.93K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55+ 0.29% |
$2.38K - $2.74K
|
18.9K
$939K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50New |
$2.16K - $2.49K
|
50
$2.49K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 9.51% |
$1.86K - $2.14K
|
495
$24.6K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
42+ 0.19% |
$1.82K - $2.09K
|
21.9K
$1.09M
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
32+ 0.2% |
$1.38K - $1.6K
|
16.3K
$812K
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
30+ 0.2% |
$1.3K - $1.5K
|
15.4K
$766K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23New |
$995 - $1.15K
|
23
$1.14K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19+ 13.87% |
$822 - $948
|
156
$7.76K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
19+ 33.93% |
$822 - $948
|
75
$3.73K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 12.0% |
$259 - $299
|
56
$2.78K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 2.67% |
$173 - $200
|
154
$7.66K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2New |
$86.5 - $99.8
|
2
$99.5
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.69% |
$86.5 - $99.8
|
290
$14.4K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$43.2 - $49.9
|
105
$5.22K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.88% |
$43.2 - $49.9
|
114
$5.67K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 2.34% |
$303 - $349
|
292
$14.5K
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-12- -0.0% |
$519 - $599
|
498K
$24.8M
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-20Closed |
$865 - $998
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 3.31% |
$995 - $1.15K
|
672
$33.4K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30- 0.17% |
$1.3K - $1.5K
|
17.1K
$852K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-40- 2.82% |
$1.73K - $2K
|
1.38K
$68.5K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-97- 1.98% |
$4.19K - $4.84K
|
4.8K
$239K
|