Purchases and Sales Made in Q3 2022 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q3 2022. 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 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
201New |
$8.55K - $11.3K
|
201
$11.3K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
176New |
$7.49K - $9.86K
|
176
$9.87K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
167+ 64.48% |
$7.11K - $9.36K
|
426
$23.9K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
132+ 6.52% |
$5.62K - $7.39K
|
2.16K
$121K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
130+ 68.42% |
$5.53K - $7.28K
|
320
$17.9K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
112+ 224.0% |
$4.77K - $6.27K
|
162
$9.09K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100New |
$4.26K - $5.6K
|
100
$5.61K
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
96+ 0.15% |
$4.09K - $5.38K
|
64.5K
$3.62M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 60.53% |
$2.94K - $3.87K
|
183
$10.3K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
65New |
$2.77K - $3.64K
|
65
$3.65K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 0.92% |
$2.68K - $3.53K
|
6.87K
$386K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 0.92% |
$2.68K - $3.53K
|
6.87K
$386K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
46New |
$1.96K - $2.58K
|
46
$2.58K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
40+ 21.28% |
$1.7K - $2.24K
|
228
$12.8K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33New |
$1.4K - $1.85K
|
33
$1.85K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$1.06K - $1.4K
|
25
$1.4K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
18New |
$766 - $1.01K
|
18
$1.01K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
12New |
$511 - $672
|
12
$673
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 3.82% |
$468 - $616
|
299
$16.8K
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.0% |
$42.6 - $56
|
21.5K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.09% |
$42.6 - $56
|
1.11K
$62.3K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 33.33% |
$426 - $560
|
20
$1.12K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 23.21% |
$553 - $728
|
43
$2.41K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 38.24% |
$553 - $728
|
21
$1.18K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 7.5% |
$638 - $840
|
185
$10.4K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-41- 6.14% |
$1.74K - $2.3K
|
627
$35.2K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-53- 44.54% |
$2.26K - $2.97K
|
66
$3.7K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-69- 5.06% |
$2.94K - $3.87K
|
1.29K
$72.6K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-75- 1.58% |
$3.19K - $4.2K
|
4.68K
$262K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-80- 6.02% |
$3.4K - $4.48K
|
1.25K
$70K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-166- 84.69% |
$7.06K - $9.3K
|
30
$1.68K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-180- 12.18% |
$7.66K - $10.1K
|
1.3K
$72.8K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-188- 2.51% |
$8K - $10.5K
|
7.3K
$409K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-188- 2.51% |
$8K - $10.5K
|
7.3K
$409K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-260- 5.04% |
$11.1K - $14.6K
|
4.9K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-354- 87.62% |
$15.1K - $19.8K
|
50
$2.8K
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-363- 0.36% |
$15.4K - $20.3K
|
101K
$5.66M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-400- 0.14% |
$17K - $22.4K
|
276K
$15.5M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-475- 0.41% |
$20.2K - $26.6K
|
116K
$6.48M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-613- 4.37% |
$26.1K - $34.3K
|
13.4K
$752K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-733- 76.51% |
$31.2K - $41.1K
|
225
$12.6K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-875- 12.33% |
$37.2K - $49K
|
6.22K
$349K
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.09KClosed |
$46.2K - $60.8K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.28K- 5.55% |
$54.3K - $71.4K
|
21.7K
$1.22M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.65K- 5.69% |
$70.2K - $92.4K
|
27.3K
$1.53M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.95K- 2.88% |
$83K - $109K
|
65.9K
$3.69M
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2K- 11.36% |
$85.1K - $112K
|
15.6K
$875K
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.27K- 4.5% |
$96.5K - $127K
|
48.1K
$2.7M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 10.07% |
$96.7K - $127K
|
20.3K
$1.14M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.5K- 20.94% |
$106K - $140K
|
9.45K
$530K
|