Purchases and Sales Made in Q4 2021 in Ark Genomic Revolution ETF (De (ARKG)
This table provides information about the institutional ownership of Ark Genomic Revolution ETF (De (ARKG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
178New |
$10.4K - $14K
|
178
$4.22K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
171+ 3.73% |
$9.98K - $13.4K
|
4.75K
$113K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
165+ 2.91% |
$9.63K - $13K
|
5.84K
$138K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
159New |
$9.28K - $12.5K
|
159
$3.77K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
150New |
$8.76K - $11.8K
|
150
$3.55K
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
147+ 1.19% |
$8.58K - $11.6K
|
12.5K
$297K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
132New |
$7.71K - $10.4K
|
132
$3.13K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
126New |
$7.36K - $9.91K
|
126
$2.98K
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
118New |
$6.89K - $9.28K
|
118
$2.79K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
105+ 1.48% |
$6.13K - $8.26K
|
7.19K
$170K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$5.84K - $7.86K
|
100
$2.37K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100New |
$5.84K - $7.86K
|
100
$2.37K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
100+ 23.75% |
$5.84K - $7.86K
|
521
$12.3K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
89+ 80.91% |
$5.2K - $7K
|
199
$4.71K
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
88+ 24.44% |
$5.14K - $6.92K
|
448
$10.6K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
88New |
$5.14K - $6.92K
|
88
$2.08K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$4.2K - $5.66K
|
72
$1.7K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
70New |
$4.09K - $5.5K
|
70
$1.66K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
70New |
$4.09K - $5.5K
|
70
$1.66K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
66New |
$3.85K - $5.19K
|
66
$1.56K
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
65+ 65.0% |
$3.8K - $5.11K
|
165
$3.91K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
61New |
$3.56K - $4.8K
|
61
$1.44K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$3.5K - $4.72K
|
60
$1.42K
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55New |
$3.21K - $4.33K
|
55
$1.3K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
51+ 52.04% |
$2.98K - $4.01K
|
149
$3.53K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
45New |
$2.63K - $3.54K
|
45
$1.07K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43+ 0.62% |
$2.51K - $3.38K
|
7.01K
$166K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
41+ 8.52% |
$2.39K - $3.22K
|
522
$12.4K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 80.0% |
$2.34K - $3.15K
|
90
$2.13K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38New |
$2.22K - $2.99K
|
38
$900
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
37New |
$2.16K - $2.91K
|
37
$876
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 5.11% |
$1.05K - $1.42K
|
370
$8.76K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
17New |
$993 - $1.34K
|
17
$403
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
17New |
$993 - $1.34K
|
17
$403
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15New |
$876 - $1.18K
|
15
$355
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 2.44% |
$817 - $1.1K
|
588
$13.9K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$701 - $944
|
12
$284
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.09% |
$642 - $865
|
11.8K
$279K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
10New |
$584 - $786
|
10
$237
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
10New |
$584 - $786
|
10
$237
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 1.74% |
$409 - $550
|
410
$9.71K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 1.75% |
$292 - $393
|
290
$6.87K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.12% |
$234 - $315
|
3.33K
$78.7K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3New |
$175 - $236
|
3
$71
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2New |
$117 - $157
|
2
$47.4
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2New |
$117 - $157
|
2
$47.4
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.05% |
$117 - $157
|
3.67K
$86.9K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$58.4 - $78.6
|
963
$22.8K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$58.4 - $78.6
|
1
$23.7
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3- 0.49% |
$175 - $236
|
615
$14.6K
|