Purchases and Sales Made in Q2 2023 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-130- 1.59% |
$5.62K - $6.48K
|
8.04K
$389K
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-158- 4.0% |
$6.83K - $7.88K
|
3.79K
$184K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-167- 53.7% |
$7.22K - $8.33K
|
144
$6.97K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-170- 4.72% |
$7.35K - $8.48K
|
3.43K
$166K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-238- 17.84% |
$10.3K - $11.9K
|
1.1K
$53.1K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-335- 3.8% |
$14.5K - $16.7K
|
8.49K
$411K
|
|
Aug 07, 2023
Q2 2023
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-400- 40.0% |
$17.3K - $20K
|
600
$29K
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-491- 9.45% |
$21.2K - $24.5K
|
4.71K
$228K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-507- 83.8% |
$21.9K - $25.3K
|
98
$4.74K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-507- 83.8% |
$21.9K - $25.3K
|
98
$4.74K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-580- 7.95% |
$25.1K - $28.9K
|
6.72K
$325K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-619- 84.33% |
$26.8K - $30.9K
|
115
$5.57K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-650- 0.06% |
$28.1K - $32.4K
|
1M
$48.5M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-671- 47.19% |
$29K - $33.5K
|
751
$36.4K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-785- 16.32% |
$33.9K - $39.2K
|
4.02K
$195K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1K- 85.25% |
$43.2K - $49.9K
|
173
$8.37K
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 5.13% |
$51.5K - $59.4K
|
22K
$1.07M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.35K- 20.26% |
$58.3K - $67.2K
|
5.31K
$257K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.35K- 20.26% |
$58.3K - $67.2K
|
5.31K
$257K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 4.87% |
$67.2K - $77.6K
|
30.4K
$1.47M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.58K- 15.55% |
$68.3K - $78.8K
|
8.57K
$415K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.6K- 13.09% |
$69.1K - $79.7K
|
10.6K
$513K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.6K- 13.09% |
$69.1K - $79.7K
|
10.6K
$513K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.6K- 1.09% |
$69.2K - $79.8K
|
146K
$7.05M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.1K- 89.12% |
$90.7K - $105K
|
256
$12.4K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.27K- 21.99% |
$98K - $113K
|
8.04K
$389K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.33K- 18.94% |
$101K - $116K
|
9.96K
$482K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.33K- 17.01% |
$101K - $116K
|
11.4K
$551K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 8.23% |
$117K - $135K
|
30.2K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 9.55% |
$130K - $150K
|
28.4K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.3K- 14.41% |
$143K - $165K
|
19.6K
$948K
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.37K- 1.2% |
$146K - $168K
|
277K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.41K- 11.11% |
$148K - $170K
|
27.3K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.44K- 26.59% |
$149K - $172K
|
9.51K
$460K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.87K- 69.55% |
$167K - $193K
|
1.69K
$82K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.52K- 22.87% |
$195K - $225K
|
15.2K
$738K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.86K- 55.16% |
$253K - $292K
|
4.76K
$231K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.71K- 2.72% |
$290K - $334K
|
240K
$11.6M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7K- 1.01% |
$303K - $349K
|
686K
$33.2M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.37K- 94.52% |
$319K - $368K
|
427
$20.7K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.77K- 32.81% |
$336K - $387K
|
15.9K
$770K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.61K- 97.95% |
$372K - $429K
|
180
$8.71K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.67K- 33.25% |
$375K - $433K
|
17.4K
$843K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.81K- 28.29% |
$381K - $440K
|
22.3K
$1.08M
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9.28K- 17.89% |
$401K - $463K
|
42.6K
$2.06M
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.57K- 4.47% |
$414K - $477K
|
204K
$9.9M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 5.23% |
$460K - $530K
|
193K
$9.32M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-11.5K- 6.78% |
$497K - $574K
|
158K
$7.66M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-18.3K- 51.54% |
$793K - $915K
|
17.3K
$835K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-19K- 22.38% |
$822K - $948K
|
65.9K
$3.19M
|