Purchases and Sales Made in Q3 2023 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.52K+ 213.29% |
$364K - $424K
|
12.5K
$581K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.5KNew |
$320K - $373K
|
7.5K
$348K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.45KNew |
$318K - $371K
|
7.45K
$346K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.38K+ 82.15% |
$315K - $368K
|
16.4K
$760K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.07K+ 23.36% |
$302K - $352K
|
37.3K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.97K+ 38.65% |
$298K - $347K
|
25K
$1.16M
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.18KNew |
$264K - $308K
|
6.18K
$287K
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
6K+ 18.3% |
$256K - $299K
|
38.8K
$1.8M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.8K+ 38.18% |
$248K - $289K
|
21K
$975K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.56KNew |
$237K - $277K
|
5.56K
$258K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.33K+ 14.35% |
$228K - $266K
|
42.5K
$1.97M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$226K - $264K
|
5.3K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.2KNew |
$222K - $259K
|
5.2K
$241K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.18K+ 21.36% |
$221K - $258K
|
29.4K
$1.37M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.77KNew |
$204K - $238K
|
4.77K
$222K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.61KNew |
$154K - $180K
|
3.61K
$168K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.3K+ 10.87% |
$141K - $164K
|
33.7K
$1.56M
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.89K+ 6.75% |
$123K - $144K
|
45.7K
$2.12M
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.61K+ 5.66% |
$111K - $130K
|
48.8K
$2.26M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.55KNew |
$109K - $127K
|
2.55K
$118K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.1K+ 1.03% |
$89.6K - $105K
|
207K
$9.59M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.93KNew |
$82.4K - $96.1K
|
1.93K
$89.6K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
1.89KNew |
$80.6K - $94K
|
1.89K
$87.7K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.8K+ 17.65% |
$76.8K - $89.6K
|
12K
$557K
|
|
Nov 07, 2023
Q3 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
1.7K+ 283.33% |
$72.6K - $84.7K
|
2.3K
$107K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 2.52% |
$70.4K - $82.2K
|
67K
$3.11M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 537.5% |
$60.6K - $70.7K
|
1.68K
$78.1K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 26.47% |
$53.8K - $62.8K
|
6.02K
$280K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.75% |
$52.6K - $61.4K
|
22.7K
$1.05M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 11.06% |
$51.2K - $59.7K
|
12K
$559K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.19KNew |
$50.6K - $59.1K
|
1.19K
$55.1K
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.05K+ 1.68% |
$44.7K - $52.1K
|
63.3K
$2.94M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 243.56% |
$44.4K - $51.8K
|
1.47K
$68.1K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
876+ 0.37% |
$37.4K - $43.6K
|
241K
$11.2M
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
770+ 7.15% |
$32.9K - $38.3K
|
11.5K
$536K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
698New |
$29.8K - $34.8K
|
698
$32.4K
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
677+ 11.25% |
$28.9K - $33.7K
|
6.69K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
531+ 5.08% |
$22.7K - $26.4K
|
11K
$510K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
518+ 53.68% |
$22.1K - $25.8K
|
1.48K
$68.9K
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
431+ 2.16% |
$18.4K - $21.5K
|
20.4K
$946K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
420+ 1.56% |
$17.9K - $20.9K
|
27.4K
$1.27M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
399+ 532.0% |
$17K - $19.9K
|
474
$22K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
243+ 6.04% |
$10.4K - $12.1K
|
4.27K
$198K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181+ 3.41% |
$7.73K - $9.01K
|
5.49K
$255K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
174+ 2.85% |
$7.43K - $8.67K
|
6.28K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
145+ 3.11% |
$6.19K - $7.22K
|
4.81K
$223K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
143New |
$6.1K - $7.12K
|
143
$6.64K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
106New |
$4.53K - $5.28K
|
106
$4.92K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
80New |
$3.42K - $3.98K
|
80
$3.71K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
75New |
$3.2K - $3.74K
|
75
$3.48K
|