Purchases and Sales Made in Q4 2023 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.4KNew |
$173K - $197K
|
4.4K
$245K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
4.35K+ 92.55% |
$171K - $195K
|
9.05K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.94K+ 2.46% |
$155K - $177K
|
164K
$9.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.65K+ 8.88% |
$143K - $164K
|
44.8K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46KNew |
$96.5K - $110K
|
2.46K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.39KNew |
$94K - $107K
|
2.39K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.37K+ 503.83% |
$93K - $106K
|
2.84K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$76.7K - $87.7K
|
1.95K
$109K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 359.07% |
$66.9K - $76.4K
|
2.18K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.68K+ 30.59% |
$65.9K - $75.3K
|
7.16K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$47.2K - $53.9K
|
1.2K
$66.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.2K+ 3.53% |
$46.9K - $53.6K
|
35K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.09KNew |
$42.9K - $49K
|
1.09K
$60.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
975New |
$38.3K - $43.8K
|
975
$54.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
929+ 4.09% |
$36.5K - $41.7K
|
23.6K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
864+ 5.54% |
$33.9K - $38.8K
|
16.5K
$917K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
854+ 17.97% |
$33.5K - $38.3K
|
5.61K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
826New |
$32.4K - $37.1K
|
826
$46K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
796+ 16.55% |
$31.3K - $35.7K
|
5.61K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
729+ 0.3% |
$28.6K - $32.7K
|
242K
$13.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
618+ 2.43% |
$24.3K - $27.7K
|
26.1K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
596+ 1.1% |
$23.4K - $26.7K
|
54.9K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
535+ 2.45% |
$21K - $24K
|
22.4K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
507+ 30.12% |
$19.9K - $22.8K
|
2.19K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
399+ 2.44% |
$15.7K - $17.9K
|
16.7K
$931K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
350+ 0.26% |
$13.7K - $15.7K
|
137K
$7.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
330New |
$13K - $14.8K
|
330
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
254New |
$9.98K - $11.4K
|
254
$14.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
215+ 134.38% |
$8.45K - $9.65K
|
375
$20.9K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
183+ 0.67% |
$7.19K - $8.21K
|
27.5K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
113+ 0.18% |
$4.44K - $5.07K
|
63.5K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$3.93K - $4.49K
|
100
$5.57K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
96New |
$3.77K - $4.31K
|
96
$5.34K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
81New |
$3.18K - $3.64K
|
81
$4.51K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
77New |
$3.02K - $3.46K
|
77
$4.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
65New |
$2.55K - $2.92K
|
65
$3.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$2.47K - $2.83K
|
63
$3.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
62New |
$2.44K - $2.78K
|
62
$3.45K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$1.96K - $2.24K
|
50
$2.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50New |
$1.96K - $2.24K
|
50
$2.78K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
32New |
$1.26K - $1.44K
|
32
$1.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
22+ 0.24% |
$864 - $987
|
9.07K
$505K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
14+ 1400.0% |
$550 - $628
|
15
$835
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.81% |
$471 - $539
|
1.5K
$83.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9+ 0.17% |
$354 - $404
|
5.33K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.07% |
$196 - $224
|
7.06K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.97% |
$157 - $180
|
207
$11.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.86% |
$118 - $135
|
108
$6.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$118 - $135
|
3
$167
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.4% |
$78.6 - $89.8
|
145
$8.07K
|