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 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.75% |
$39.3 - $44.9
|
58
$3.25K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$39.3 - $44.9
|
1
$56.1
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$39.3 - $44.9
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 2.33% |
$275 - $314
|
294
$16.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-11- 0.81% |
$432 - $494
|
1.35K
$75.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-22- 2.33% |
$864 - $987
|
921
$51.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-57- 0.14% |
$2.24K - $2.56K
|
39.4K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-81- 1.29% |
$3.18K - $3.64K
|
6.2K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 19.39% |
$3.77K - $4.31K
|
399
$22.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-116- 0.24% |
$4.56K - $5.21K
|
47.7K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-117- 19.4% |
$4.6K - $5.25K
|
486
$27.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-149- 35.56% |
$5.85K - $6.69K
|
270
$15.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-156- 1.09% |
$6.13K - $7K
|
14.2K
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-210- 0.13% |
$8.25K - $9.42K
|
159K
$8.93M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-273- 14.15% |
$10.7K - $12.3K
|
1.66K
$92.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-294- 48.51% |
$11.5K - $13.2K
|
312
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-313- 2.6% |
$12.3K - $14K
|
11.7K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-340- 0.07% |
$13.4K - $15.3K
|
498K
$27.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-344- 1.68% |
$13.5K - $15.4K
|
20.2K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-433- 3.96% |
$17K - $19.4K
|
10.5K
$590K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-484- 1.25% |
$19K - $21.7K
|
38.3K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-500- 34.08% |
$19.6K - $22.4K
|
967
$54.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-635Closed |
$24.9K - $28.5K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 25.49% |
$25.5K - $29.2K
|
1.9K
$107K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-683- 7.65% |
$26.8K - $30.7K
|
8.24K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-928- 1.09% |
$36.5K - $41.6K
|
84.6K
$4.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-929- 6.24% |
$36.5K - $41.7K
|
14K
$783K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 34.45% |
$41.2K - $47.1K
|
2K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 28.99% |
$48.6K - $55.5K
|
3.03K
$170K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 16.7% |
$52.8K - $60.3K
|
6.7K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.46K- 6.89% |
$57.3K - $65.5K
|
19.7K
$1.11M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.66K- 97.82% |
$65.2K - $74.5K
|
37
$2.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.69K- 13.38% |
$66.4K - $75.9K
|
11K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.7K- 5.25% |
$66.7K - $76.2K
|
30.6K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.01K- 17.75% |
$78.8K - $90K
|
9.29K
$521K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.8K- 6.13% |
$110K - $126K
|
42.9K
$2.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.95K- 15.87% |
$116K - $132K
|
15.6K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.98K- 37.29% |
$117K - $134K
|
5.02K
$282K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.46K- 9.7% |
$136K - $155K
|
32.2K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.46K- 9.7% |
$136K - $155K
|
32.2K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.65K- 12.99% |
$144K - $164K
|
24.5K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.6K- 11.7% |
$181K - $206K
|
34.7K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.79K- 52.62% |
$188K - $215K
|
4.31K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.54K- 35.72% |
$218K - $249K
|
9.97K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 13.18% |
$257K - $294K
|
43.2K
$2.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-6.6K- 10.45% |
$259K - $296K
|
56.5K
$3.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 12.6% |
$262K - $299K
|
46.2K
$2.59M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-7.36K- 15.1% |
$289K - $330K
|
41.4K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.8K- 13.91% |
$346K - $395K
|
54.5K
$3.06M
|