Purchases and Sales Made in Q1 2024 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q1 2024. 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 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
543+ 10.19% |
$19.6K - $22.1K
|
5.87K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
442+ 451.02% |
$15.9K - $18K
|
540
$25.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
421+ 28.16% |
$15.2K - $17.2K
|
1.92K
$90.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
410+ 42.4% |
$14.8K - $16.7K
|
1.38K
$65.1K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
402+ 1914.29% |
$14.5K - $16.4K
|
423
$20K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
385New |
$13.9K - $15.7K
|
385
$18.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
377+ 18.89% |
$13.6K - $15.4K
|
2.37K
$112K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
348+ 71.6% |
$12.5K - $14.2K
|
834
$39.5K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
278+ 11.61% |
$10K - $11.3K
|
2.67K
$126K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
269+ 0.68% |
$9.69K - $11K
|
39.6K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160New |
$5.77K - $6.52K
|
160
$7.57K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
142+ 1.02% |
$5.12K - $5.79K
|
14.1K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
135New |
$4.87K - $5.51K
|
135
$6.39K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
101New |
$3.64K - $4.12K
|
101
$4.78K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70+ 0.16% |
$2.52K - $2.85K
|
45K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
67+ 22.79% |
$2.41K - $2.73K
|
361
$17.1K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 29.63% |
$1.73K - $1.96K
|
210
$9.94K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 66.67% |
$1.44K - $1.63K
|
100
$4.73K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$757 - $856
|
21
$994
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
20+ 4.56% |
$721 - $816
|
459
$21.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$108 - $122
|
3
$142
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$36 - $40.8
|
1
$47.3
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$36 - $40.8
|
1
$47.3
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1- 0.02% |
$36 - $40.8
|
6.56K
$310K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.46% |
$72.1 - $81.6
|
431
$20.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-16- 19.75% |
$577 - $652
|
65
$3.08K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 0.73% |
$793 - $897
|
3.01K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-24- 13.33% |
$865 - $979
|
156
$7.38K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-57- 37.01% |
$2.05K - $2.32K
|
97
$4.59K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 9.09% |
$3.6K - $4.08K
|
1K
$47.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-112- 54.11% |
$4.04K - $4.57K
|
95
$4.49K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-145- 0.6% |
$5.23K - $5.91K
|
24.1K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-159- 58.89% |
$5.73K - $6.48K
|
111
$5.25K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-160- 40.1% |
$5.77K - $6.52K
|
239
$11.3K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 60.61% |
$7.21K - $8.16K
|
130
$6.15K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-222- 0.42% |
$8K - $9.05K
|
52.2K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 1.03% |
$8.79K - $9.95K
|
23.4K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-258- 1.85% |
$9.3K - $10.5K
|
13.7K
$649K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-335- 24.87% |
$12.1K - $13.7K
|
1.01K
$47.9K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-336- 3.62% |
$12.1K - $13.7K
|
8.95K
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-363- 4.4% |
$13.1K - $14.8K
|
7.88K
$373K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-375- 19.2% |
$13.5K - $15.3K
|
1.58K
$74.7K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-380- 0.14% |
$13.7K - $15.5K
|
268K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-406- 6.55% |
$14.6K - $16.6K
|
5.8K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-543- 4.96% |
$19.6K - $22.1K
|
10.4K
$492K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-564- 7.25% |
$20.3K - $23K
|
7.22K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-592- 1.28% |
$21.3K - $24.1K
|
45.6K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-670- 6.82% |
$24.1K - $27.3K
|
9.15K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-709- 3.6% |
$25.6K - $28.9K
|
19K
$899K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-726- 9.64% |
$26.2K - $29.6K
|
6.81K
$322K
|