Purchases and Sales Made in Q4 2023 in Ark ETF Tr Innovation ETF (De) (ARKK)
This table provides information about the institutional ownership of Ark ETF Tr Innovation ETF (De) (ARKK) during Q4 2023. The information is specifically focused on institutions that hold shares of ARK ETF TR INNOVATION ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
180New |
$6.14K - $9.77K
|
180
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
172+ 14.31% |
$5.87K - $9.33K
|
1.37K
$83.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
171New |
$5.83K - $9.28K
|
171
$10.4K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
170New |
$5.8K - $9.22K
|
170
$10.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
168New |
$5.73K - $9.12K
|
168
$10.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
165+ 0.94% |
$5.63K - $8.95K
|
17.6K
$1.08M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
160+ 1.3% |
$5.46K - $8.68K
|
12.4K
$758K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
153+ 45.0% |
$5.22K - $8.3K
|
493
$30.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
140+ 93.33% |
$4.77K - $7.6K
|
290
$17.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$4.36K - $6.95K
|
128
$7.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
117New |
$3.99K - $6.35K
|
117
$7.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
112New |
$3.82K - $6.08K
|
112
$6.83K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
100New |
$3.41K - $5.43K
|
100
$6.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
89+ 1.04% |
$3.03K - $4.83K
|
8.65K
$527K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$2.63K - $4.18K
|
77
$4.69K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
75+ 0.13% |
$2.56K - $4.07K
|
59.6K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 12.84% |
$2.39K - $3.8K
|
615
$37.5K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
69+ 52.67% |
$2.35K - $3.74K
|
200
$12.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
67New |
$2.28K - $3.64K
|
67
$4.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
67+ 0.7% |
$2.28K - $3.64K
|
9.63K
$587K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
64+ 16.84% |
$2.18K - $3.47K
|
444
$27.1K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
60+ 9.16% |
$2.05K - $3.26K
|
715
$43.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
58New |
$1.98K - $3.15K
|
58
$3.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
57+ 1.35% |
$1.94K - $3.09K
|
4.28K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
51+ 1.19% |
$1.74K - $2.77K
|
4.32K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 5.63% |
$1.36K - $2.17K
|
750
$45.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39+ 3.28% |
$1.33K - $2.12K
|
1.23K
$74.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 0.52% |
$1.33K - $2.12K
|
7.51K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35+ 0.74% |
$1.19K - $1.9K
|
4.75K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
27New |
$921 - $1.47K
|
27
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 0.26% |
$818 - $1.3K
|
9.38K
$572K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19+ 0.36% |
$648 - $1.03K
|
5.27K
$321K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
16New |
$546 - $868
|
16
$975
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 3.96% |
$512 - $814
|
394
$24K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
14New |
$477 - $760
|
14
$853
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
13New |
$443 - $705
|
13
$792
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
6+ 1.06% |
$205 - $326
|
570
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3New |
$102 - $163
|
3
$183
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 12.5% |
$68.2 - $109
|
18
$1.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$68.2 - $109
|
2
$122
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.23% |
$34.1 - $54.3
|
432
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.02% |
$34.1 - $54.3
|
4.94K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.02% |
$34.1 - $54.3
|
5.84K
$356K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.02% |
$34.1 - $54.3
|
5.84K
$356K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1- 0.01% |
$34.1 - $54.3
|
12.4K
$754K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-8- 34.78% |
$273 - $434
|
15
$914
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.01% |
$375 - $597
|
125K
$7.65M
|