Purchases and Sales Made in Q4 2023 in Ark Genomic Revolution ETF (De (ARKG)
This table provides information about the institutional ownership of Ark Genomic Revolution ETF (De (ARKG) during Q4 2023. The information is specifically focused on institutions that hold shares of ARK GENOMIC REVOLUTION ETF (DE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
150New |
$3.34K - $5.14K
|
150
$4.05K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
150+ 7500.0% |
$3.34K - $5.14K
|
152
$4.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
140New |
$3.11K - $4.8K
|
140
$3.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
123New |
$2.74K - $4.21K
|
123
$3.32K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
117+ 2340.0% |
$2.6K - $4.01K
|
122
$3.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
110+ 55.0% |
$2.45K - $3.77K
|
310
$8.37K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
101New |
$2.25K - $3.46K
|
101
$2.73K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87+ 15.48% |
$1.93K - $2.98K
|
649
$17.5K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
81+ 0.7% |
$1.8K - $2.77K
|
11.6K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
73New |
$1.62K - $2.5K
|
73
$1.97K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
68New |
$1.51K - $2.33K
|
68
$1.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
55+ 0.28% |
$1.22K - $1.88K
|
19.4K
$524K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
50+ 3.62% |
$1.11K - $1.71K
|
1.43K
$38.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 12.14% |
$1.11K - $1.71K
|
462
$12.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46+ 0.56% |
$1.02K - $1.58K
|
8.25K
$223K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44New |
$979 - $1.51K
|
44
$1.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
35+ 0.42% |
$778 - $1.2K
|
8.41K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
20New |
$445 - $685
|
20
$540
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6New |
$133 - $206
|
6
$162
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$111 - $171
|
5
$135
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 2.27% |
$89 - $137
|
180
$4.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2New |
$44.5 - $68.5
|
2
$54
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$22.2 - $34.3
|
1
$27
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$66.7 - $103
|
21.8K
$588K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 1.35% |
$66.7 - $103
|
220
$5.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.74% |
$111 - $171
|
672
$18.1K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6- 0.09% |
$133 - $206
|
6.5K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-16- 13.79% |
$356 - $548
|
100
$2.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-29- 3.13% |
$645 - $993
|
898
$24.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-45- 47.87% |
$1K - $1.54K
|
49
$1.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-53- 15.1% |
$1.18K - $1.82K
|
298
$8.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 1.15% |
$2.27K - $3.49K
|
8.81K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-105- 1.02% |
$2.34K - $3.6K
|
10.2K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-119- 3.51% |
$2.65K - $4.08K
|
3.27K
$88.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-135- 1.38% |
$3K - $4.62K
|
9.65K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-137- 0.51% |
$3.05K - $4.69K
|
26.6K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-150- 36.95% |
$3.34K - $5.14K
|
256
$6.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-160- 13.04% |
$3.56K - $5.48K
|
1.07K
$28.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-170- 58.62% |
$3.78K - $5.82K
|
120
$3.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-176- 29.88% |
$3.91K - $6.03K
|
413
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-192- 0.63% |
$4.27K - $6.58K
|
30.5K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-217- 4.88% |
$4.83K - $7.43K
|
4.23K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-279- 3.03% |
$6.2K - $9.56K
|
8.92K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-313- 1.5% |
$6.96K - $10.7K
|
20.6K
$556K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-319- 2.81% |
$7.09K - $10.9K
|
11K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-333- 82.43% |
$7.41K - $11.4K
|
71
$1.92K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-369- 0.82% |
$8.21K - $12.6K
|
44.4K
$1.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-393- 72.38% |
$8.74K - $13.5K
|
150
$4.05K
|