Latest Institutional Transactions on Ark Genomic Revolution ETF (De (ARKG)
This table provides information on the latest institutional transactions involving Ark Genomic Revolution ETF (De (ARKG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
15.7KNew |
$424K - $568K
|
15.7K
$383K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 42.55% |
$2.71K - $3.62K
|
135
$3.3K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
340+ 1.31% |
$9.21K - $12.3K
|
26.4K
$645K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-4.46K- 11.87% |
$121K - $161K
|
33.1K
$809K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-409- 4.02% |
$11.1K - $14.8K
|
9.78K
$239K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-950- 83.92% |
$25.7K - $34.4K
|
182
$4.45K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
150New |
$4.06K - $5.43K
|
150
$3.67K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-94- 72.31% |
$2.55K - $3.41K
|
36
$881
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$325 - $435
|
12
$294
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
15New |
$406 - $543
|
15
$367
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-14.3K- 18.39% |
$388K - $519K
|
63.6K
$1.56M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10New |
$271 - $362
|
10
$245
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13New |
$352 - $471
|
13
$318
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
131New |
$3.55K - $4.75K
|
131
$3.2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
97New |
$2.63K - $3.51K
|
97
$2.37K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
465New |
$12.6K - $16.8K
|
465
$11.4K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$27.1K - $36.2K
|
1K
$24.5K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.3K - $1.74K
|
48
$1.17K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.08KNew |
$56.2K - $75.2K
|
2.08K
$50.8K
|
|
Q3 2022 | |||||||
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30New |
$947 - $1.27K
|
30
$734
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-290Closed |
$9.16K - $12.3K
|
0
$0
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-15- 13.04% |
$474 - $636
|
100
$2.45K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-205- 27.55% |
$6.47K - $8.69K
|
539
$13.2K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.55% |
$31.6 - $42.4
|
181
$4.43K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.17K- 23.85% |
$68.6K - $92.1K
|
6.94K
$170K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-77- 0.37% |
$2.43K - $3.26K
|
20.8K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$316K - $424K
|
10K
$245K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$3.16K - $4.24K
|
100
$2.45K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.8KNew |
$562K - $755K
|
17.8K
$435K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$31.6 - $42.4
|
1
$24.5
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
6.24KNew |
$197K - $265K
|
6.24K
$153K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.31K- 5.35% |
$105K - $140K
|
58.5K
$1.43M
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-46.6KClosed |
$1.47M - $1.98M
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.43K- 82.22% |
$45.3K - $60.8K
|
310
$7.58K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.55KNew |
$80.3K - $108K
|
2.55K
$62.3K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
10KNew |
$316K - $424K
|
10K
$245K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
50New |
$1.58K - $2.12K
|
50
$1.22K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.33KNew |
$232K - $311K
|
7.33K
$179K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-2.43K- 13.4% |
$76.6K - $103K
|
15.7K
$383K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7.7KNew |
$243K - $326K
|
7.7K
$188K
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 66.67% |
$631 - $848
|
10
$245
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-270- 2.34% |
$8.52K - $11.4K
|
11.3K
$276K
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-863- 12.26% |
$27.2K - $36.6K
|
6.18K
$151K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
405New |
$12.8K - $17.2K
|
405
$9.91K
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.91K- 33.63% |
$155K - $208K
|
9.69K
$237K
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-3.79K- 34.1% |
$120K - $161K
|
7.32K
$179K
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.22K- 14.15% |
$38.5K - $51.6K
|
7.39K
$181K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
167New |
$5.27K - $7.08K
|
167
$4.08K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
202New |
$6.38K - $8.56K
|
202
$4.94K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 25.71% |
$71.7K - $96.3K
|
6.57K
$161K
|