Purchases and Sales Made in Q4 2024 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
239KNew |
$11M - $14.3M
|
239K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
79.5K+ 75.47% |
$3.66M - $4.74M
|
185K
$8.95M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.1KNew |
$2.86M - $3.7M
|
62.1K
$3M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
61.9K+ 158.1% |
$2.85M - $3.69M
|
101K
$4.89M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38.5K+ 45.08% |
$1.77M - $2.3M
|
124K
$6M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
16.7KNew |
$770K - $997K
|
16.7K
$809K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14KNew |
$645K - $835K
|
14K
$678K
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8KNew |
$369K - $477K
|
8K
$387K
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.8K+ 17.79% |
$267K - $346K
|
38.4K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.43K+ 30.97% |
$250K - $324K
|
23K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
5.4KNew |
$249K - $322K
|
5.4K
$262K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 14.29% |
$147K - $191K
|
25.5K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.13K+ 4.71% |
$144K - $187K
|
69.6K
$3.37M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.71KNew |
$125K - $162K
|
2.71K
$131K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.51K+ 27.32% |
$116K - $150K
|
11.7K
$566K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.41K+ 51.44% |
$111K - $144K
|
7.08K
$343K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.99K+ 13.11% |
$91.6K - $119K
|
17.2K
$830K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.46KNew |
$67.3K - $87.1K
|
1.46K
$70.7K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.38K+ 18.85% |
$63.7K - $82.5K
|
8.71K
$422K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
750+ 6.76% |
$34.6K - $44.8K
|
11.9K
$574K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
571+ 114.2% |
$26.3K - $34.1K
|
1.07K
$51.8K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
500+ 2.36% |
$23.1K - $29.8K
|
21.7K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
459New |
$21.2K - $27.4K
|
459
$22.2K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
425+ 1.89% |
$19.6K - $25.4K
|
22.9K
$1.11M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
309+ 13.67% |
$14.2K - $18.4K
|
2.57K
$124K
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
298New |
$13.7K - $17.8K
|
298
$14.4K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
103+ 1.03% |
$4.75K - $6.15K
|
10.1K
$489K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
69New |
$3.18K - $4.12K
|
69
$3.34K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
58New |
$2.67K - $3.46K
|
58
$2.81K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$1.15K - $1.49K
|
25
$1.21K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$1.06K - $1.37K
|
23
$1.11K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$461 - $597
|
10
$484
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 34.02% |
$1.52K - $1.97K
|
64
$3.1K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 63.81% |
$3.09K - $4K
|
38
$1.84K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-250- 3.85% |
$11.5K - $14.9K
|
6.25K
$302K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-252- 3.02% |
$11.6K - $15K
|
8.09K
$392K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-324Closed |
$14.9K - $19.3K
|
0
$0
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-486- 1.61% |
$22.4K - $29K
|
29.7K
$1.44M
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-959- 91.25% |
$44.2K - $57.2K
|
92
$4.45K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.1K- 0.75% |
$50.5K - $65.3K
|
145K
$7.03M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.73K- 2.26% |
$79.9K - $103K
|
75K
$3.63M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.08K- 24.36% |
$95.7K - $124K
|
6.45K
$312K
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.27K- 2.65% |
$105K - $135K
|
83.2K
$4.03M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.17K- 96.79% |
$146K - $189K
|
105
$5.08K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-6.2K- 4.78% |
$286K - $370K
|
124K
$5.98M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-54.7K- 64.07% |
$2.52M - $3.27M
|
30.7K
$1.49M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-164K- 50.06% |
$7.58M - $9.81M
|
164K
$7.94M
|