Iams Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Iams Wealth Management, LLC holds 26,108 shares of QQQ stock, worth $11.6 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares
26,108
Previous 25,184 3.67%
Holding current value
$11.6 Million
Previous $12.9 Billion 4.91%
% of portfolio
5.61%
Previous 5.89%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$468.34 - $539.52 $432,746 - $498,516
924 Added 3.67%
26,108 $12.2 Billion
Q4 2024

Jan 23, 2025
BUY
$481.22 - $538.17 $1.05 Million - $1.18 Million
2,185 Added 9.5%
25,184 $12.9 Billion
Q3 2024

Oct 11, 2024
BUY
$434.77 - $502.96 $431,726 - $499,439
993 Added 4.51%
22,999 $11.2 Billion
Q2 2024

Aug 05, 2024
BUY
$414.65 - $485.21 $3.35 Million - $3.91 Million
8,068 Added 57.88%
22,006 $10.5 Billion
Q1 2024

Apr 18, 2024
BUY
$396.28 - $446.38 $1.8 Million - $2.02 Million
4,534 Added 48.21%
13,938 $6.07 Billion
Q4 2023

Feb 07, 2024
BUY
$343.66 - $411.5 $54,298 - $65,017
158 Added 1.71%
9,404 $3.85 Billion
Q3 2023

Nov 14, 2023
BUY
$354.21 - $385.74 $3.28 Million - $3.57 Million
9,246 New
9,246 $3.31 Billion
Q1 2023

Oct 30, 2023
BUY
$261.58 - $320.93 $359,934 - $441,599
1,376 Added 79.35%
3,110 $981 Million
Q4 2022

Oct 27, 2023
BUY
$260.1 - $293.72 $451,013 - $509,310
1,734 New
1,734 $462 Million

Others Institutions Holding QQQ

# of Institutions
3,887
Shares Held
247M
Call Options Held
182M
Put Options Held
328M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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