Purchases and Sales Made in Q4 2022 in Ishares Msci China ETF (MCHI)
This table provides information about the institutional ownership of Ishares Msci China ETF (MCHI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
825+ 7.85% |
$29.4K - $40.5K
|
11.3K
$564K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
806New |
$28.7K - $39.5K
|
806
$40.1K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
738New |
$26.3K - $36.2K
|
738
$36.7K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
732+ 2.63% |
$26K - $35.9K
|
28.6K
$1.42M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
730+ 33.83% |
$26K - $35.8K
|
2.89K
$144K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
576New |
$20.5K - $28.3K
|
576
$28.6K
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
495+ 8.28% |
$17.6K - $24.3K
|
6.47K
$322K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450New |
$16K - $22.1K
|
450
$22.4K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
389+ 4.68% |
$13.8K - $19.1K
|
8.7K
$433K
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
328+ 1.53% |
$11.7K - $16.1K
|
21.8K
$1.09M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323New |
$11.5K - $15.8K
|
323
$16.1K
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
278New |
$9.89K - $13.6K
|
278
$13.8K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
277+ 151.37% |
$9.86K - $13.6K
|
460
$22.9K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
272New |
$9.68K - $13.3K
|
272
$13.5K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
246+ 1.53% |
$8.75K - $12.1K
|
16.3K
$811K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
239+ 15.27% |
$8.5K - $11.7K
|
1.8K
$89.7K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
145+ 2.13% |
$5.16K - $7.11K
|
6.96K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
143New |
$5.09K - $7.02K
|
143
$7.11K
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
138+ 0.11% |
$4.91K - $6.77K
|
127K
$6.33M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
105New |
$3.74K - $5.15K
|
105
$5.22K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
80New |
$2.85K - $3.92K
|
80
$3.98K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 1.6% |
$2.67K - $3.68K
|
4.75K
$236K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
75New |
$2.67K - $3.68K
|
75
$3.73K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
47New |
$1.67K - $2.31K
|
47
$2.34K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
37New |
$1.32K - $1.82K
|
37
$1.84K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
29+ 2.24% |
$1.03K - $1.42K
|
1.32K
$65.8K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
27+ 2.16% |
$961 - $1.32K
|
1.28K
$63.4K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23+ 24.47% |
$818 - $1.13K
|
117
$5.82K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
10New |
$356 - $491
|
10
$497
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2New |
$71.2 - $98.1
|
2
$99.5
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.94% |
$35.6 - $49.1
|
35
$1.74K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.97% |
$35.6 - $49.1
|
104
$5.17K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29- 0.42% |
$1.03K - $1.42K
|
6.85K
$340K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29- 0.42% |
$1.03K - $1.42K
|
6.85K
$340K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-63- 38.89% |
$2.24K - $3.09K
|
99
$4.92K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-172- 75.44% |
$6.12K - $8.44K
|
56
$2.78K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-263- 1.82% |
$9.36K - $12.9K
|
14.2K
$705K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-290- 68.08% |
$10.3K - $14.2K
|
136
$6.76K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-300- 1.25% |
$10.7K - $14.7K
|
23.6K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-380- 0.95% |
$13.5K - $18.6K
|
39.6K
$1.97M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-479- 2.31% |
$17K - $23.5K
|
20.2K
$1.01M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-485- 3.14% |
$17.3K - $23.8K
|
15K
$744K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-525Closed |
$18.7K - $25.8K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-585- 3.86% |
$20.8K - $28.7K
|
14.6K
$725K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-607- 16.82% |
$21.6K - $29.8K
|
3K
$149K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-721- 48.07% |
$25.7K - $35.4K
|
779
$38.7K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-908- 9.61% |
$32.3K - $44.5K
|
8.54K
$425K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.01K- 6.34% |
$36K - $49.6K
|
14.9K
$743K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.11K- 0.79% |
$39.6K - $54.7K
|
139K
$6.93M
|