Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) 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 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
211New |
$102K - $114K
|
211
$107K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.64KNew |
$1.27M - $1.42M
|
2.64K
$1.34M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.77KNew |
$2.3M - $2.57M
|
4.77K
$2.42M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.43KNew |
$689K - $770K
|
1.43K
$727K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.78K+ 56.23% |
$1.34M - $1.49M
|
7.72K
$3.92M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 2.87% |
$13.5K - $15.1K
|
946
$481K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
749+ 7.06% |
$360K - $403K
|
11.4K
$5.77M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6+ 1.36% |
$2.89K - $3.23K
|
447
$227K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-44.6K- 98.47% |
$21.5M - $24M
|
692
$352K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-21- 2.7% |
$10.1K - $11.3K
|
756
$384K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-23.1K- 60.09% |
$11.1M - $12.4M
|
15.3K
$7.79M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$5.72M - $6.4M
|
11.9K
$6.04M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
69+ 4.03% |
$33.2K - $37.1K
|
1.78K
$906K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
577New |
$278K - $311K
|
577
$293K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45.5K+ 1323.73% |
$21.9M - $24.5M
|
48.9K
$24.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9.41K+ 27.88% |
$4.53M - $5.07M
|
43.2K
$21.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
58.2KNew |
$28M - $31.3M
|
58.2K
$29.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.16K- 7.39% |
$2.48M - $2.77M
|
64.6K
$32.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
5.4KNew |
$2.6M - $2.91M
|
5.4K
$2.74M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 7.78% |
$72.2K - $80.7K
|
1.78K
$904K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
23.9KNew |
$11.5M - $12.9M
|
23.9K
$12.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-430K- 99.8% |
$207M - $231M
|
842
$428K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.3K- 86.22% |
$2.55M - $2.85M
|
848
$431K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
312+ 6.48% |
$150K - $168K
|
5.13K
$2.61M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.24KNew |
$2.52M - $2.82M
|
5.24K
$2.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
483+ 0.8% |
$232K - $260K
|
60.6K
$30.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-10- 0.27% |
$4.81K - $5.38K
|
3.72K
$1.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.2KNew |
$5.88M - $6.58M
|
12.2K
$6.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.99KNew |
$958K - $1.07M
|
1.99K
$1.01M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-359- 39.54% |
$173K - $193K
|
549
$279K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-889- 2.22% |
$428K - $478K
|
39.1K
$19.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
575New |
$277K - $309K
|
575
$292K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.1% |
$1.92K - $2.15K
|
4.13K
$2.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
131New |
$63K - $70.5K
|
131
$66.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
20.2K+ 166.89% |
$9.72M - $10.9M
|
32.3K
$16.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-7- 2.37% |
$3.37K - $3.77K
|
288
$146K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-115- 7.53% |
$55.3K - $61.9K
|
1.41K
$718K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
117+ 21.95% |
$56.3K - $63K
|
650
$330K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
59+ 1.16% |
$28.4K - $31.8K
|
5.12K
$2.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.3KNew |
$6.4M - $7.16M
|
13.3K
$6.76M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.26KNew |
$2.05M - $2.29M
|
4.26K
$2.16M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.14KNew |
$549K - $614K
|
1.14K
$580K
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.19KNew |
$2.02M - $2.26M
|
4.19K
$2.13M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.42K- 5.07% |
$1.16M - $1.3M
|
45.3K
$23M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
19KNew |
$9.12M - $10.2M
|
19K
$9.63M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
5.91KNew |
$2.84M - $3.18M
|
5.91K
$3M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-137- 8.3% |
$65.9K - $73.7K
|
1.51K
$769K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
29.2KNew |
$14M - $15.7M
|
29.2K
$14.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.76M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.18KNew |
$1.53M - $1.71M
|
3.18K
$1.62M
|