Purchases and Sales Made in Q1 2023 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
129+ 2.05% |
$6.02K - $7.25K
|
6.42K
$295K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
113New |
$5.27K - $6.35K
|
113
$5.2K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
107+ 17.07% |
$4.99K - $6.01K
|
734
$33.8K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
95+ 7.18% |
$4.43K - $5.34K
|
1.42K
$65.3K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
95New |
$4.43K - $5.34K
|
95
$4.37K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
84+ 1.16% |
$3.92K - $4.72K
|
7.3K
$336K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79+ 42.7% |
$3.68K - $4.44K
|
264
$12.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
74New |
$3.45K - $4.16K
|
74
$3.41K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
59+ 4.63% |
$2.75K - $3.32K
|
1.33K
$61.4K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$2.33K - $2.81K
|
50
$2.3K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25New |
$1.17K - $1.41K
|
25
$1.15K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
20New |
$933 - $1.12K
|
20
$920
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$373 - $450
|
53.3K
$2.45M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$46.6 - $56.2
|
1
$46
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 1.74% |
$373 - $450
|
452
$20.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14- 1.38% |
$653 - $787
|
1K
$46.2K
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-28- 0.57% |
$1.31K - $1.57K
|
4.88K
$225K
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-30- 0.1% |
$1.4K - $1.69K
|
28.9K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 49.49% |
$2.29K - $2.75K
|
50
$2.3K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-114- 79.72% |
$5.32K - $6.41K
|
29
$1.33K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-125- 9.63% |
$5.83K - $7.03K
|
1.17K
$54K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-173- 22.21% |
$8.07K - $9.72K
|
606
$27.9K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-190- 32.99% |
$8.86K - $10.7K
|
386
$17.8K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 2.8% |
$8.95K - $10.8K
|
6.65K
$306K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 2.8% |
$8.95K - $10.8K
|
6.65K
$306K
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-195- 0.36% |
$9.09K - $11K
|
54.2K
$2.5M
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-244- 8.13% |
$11.4K - $13.7K
|
2.76K
$127K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-270- 65.53% |
$12.6K - $15.2K
|
142
$6.53K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-352- 4.32% |
$16.4K - $19.8K
|
7.8K
$359K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-394- 2.79% |
$18.4K - $22.1K
|
13.7K
$631K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-396- 0.33% |
$18.5K - $22.3K
|
118K
$5.43M
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-400- 1.69% |
$18.7K - $22.5K
|
23.2K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-431- 6.66% |
$20.1K - $24.2K
|
6.04K
$278K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-500- 0.39% |
$23.3K - $28.1K
|
126K
$5.81M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-698- 2.19% |
$32.6K - $39.2K
|
31.1K
$1.43M
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-746- 2.51% |
$34.8K - $41.9K
|
29K
$1.34M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-809- 5.55% |
$37.7K - $45.5K
|
13.8K
$634K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-839- 46.51% |
$39.1K - $47.2K
|
965
$44.4K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-883- 1.67% |
$41.2K - $49.6K
|
51.8K
$2.39M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-966- 6.46% |
$45.1K - $54.3K
|
14K
$643K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-975- 29.3% |
$45.5K - $54.8K
|
2.35K
$108K
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.23K- 0.68% |
$57.1K - $68.8K
|
180K
$8.27M
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.23K- 8.66% |
$57.3K - $69K
|
13K
$596K
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.39K- 81.76% |
$65K - $78.3K
|
311
$14.3K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.59K- 18.24% |
$74K - $89.2K
|
7.12K
$327K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 15.34% |
$89.3K - $108K
|
10.6K
$486K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.97K- 1.21% |
$91.6K - $110K
|
161K
$7.4M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.01K- 16.32% |
$93.7K - $113K
|
10.3K
$474K
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.15K- 10.9% |
$100K - $121K
|
17.6K
$811K
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.15K- 10.9% |
$100K - $121K
|
17.6K
$811K
|