Institutional & Family Asset Management, LLC Ark Genomic Revolution ETF (De Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$38.15 - $63.26 $5,684 - $9,425	-149 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$58.39 - $78.64 $2,977 - $4,010	51 Added 52.04%	149 $9,000
Q2 2021 Aug 10, 2021	SELL	$73.64 - $93.1 $39,029 - $49,343	-530 Reduced 84.39%	98 $9,000
Q1 2021 May 06, 2021	SELL	$81.74 - $112.47 $66,699 - $91,775	-816 Reduced 56.51%	628 $56,000
Q4 2020 Feb 03, 2021	BUY	$63.39 - $105.53 $88,872 - $147,953	1,402 Added 3338.1%	1,444 $135,000
Q4 2019 Feb 14, 2020	BUY	$27.95 - $36.43 $27 - $36	1 Added 2.44%	42 $1,000
Q4 2018 Feb 14, 2019	BUY	$22.36 - $32.61 $22 - $32	1 Added 2.5%	41 $1,000
Q1 2018 May 14, 2018	BUY	$24.95 - $30.1 $998 - $1,204	40 New	40 $1,000

Others Institutions Holding ARKG

# of Institutions

287

Shares Held

24.5M

Call Options Held

3.02M

Put Options Held

2.65M

Jpmorgan Chase & CO New York, NY

2.96M
Shares

$70 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$68.7 Million
0.01% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.43M
Shares

$57.5 Million
2.95% of portfolio
Goldman Sachs Group Inc New York, NY

1.81M
Shares

$42.9 Million
0.01% of portfolio
Citigroup Inc

1.68M
Shares

$39.8 Million
0.03% of portfolio

View Full List

About ARK GENOMIC REVOLUTION ETF (DE

Ticker ARKG
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