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 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-13.3K- 85.63% |
$6.41M - $7.17M
|
2.24K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 42.77% |
$167K - $186K
|
1.16K
$574K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.02K+ 5.63% |
$1.93M - $2.16M
|
75.4K
$37.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-29- 0.89% |
$14K - $15.6K
|
3.24K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58+ 3.19% |
$27.9K - $31.2K
|
1.88K
$933K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
451+ 28.06% |
$217K - $243K
|
2.06K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
61KNew |
$29.4M - $32.8M
|
61K
$30.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
922New |
$444K - $496K
|
922
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.06KNew |
$512K - $573K
|
1.06K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.24KNew |
$596K - $667K
|
1.24K
$616K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-40- 2.48% |
$19.2K - $21.5K
|
1.58K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
376+ 18.05% |
$181K - $202K
|
2.46K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
946+ 7.69% |
$455K - $509K
|
13.3K
$6.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.4K+ 76.88% |
$35.3M - $39.5M
|
169K
$83.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-430- 49.71% |
$207K - $231K
|
435
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
199KNew |
$95.7M - $107M
|
199K
$98.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
734+ 0.78% |
$353K - $395K
|
95K
$47.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-32- 0.85% |
$15.4K - $17.2K
|
3.73K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.46KNew |
$700K - $783K
|
1.46K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
BUY
|
- |
401New |
$193K - $216K
|
401
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
246+ 1.11% |
$118K - $132K
|
22.4K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-23- 0.91% |
$11.1K - $12.4K
|
2.5K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.09K- 4.57% |
$524K - $586K
|
22.7K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.83K+ 15.72% |
$1.36M - $1.52M
|
20.8K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
207+ 70.41% |
$99.6K - $111K
|
501
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
707+ 2.41% |
$340K - $380K
|
30.1K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.11KNew |
$535K - $598K
|
1.11K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
47+ 1.72% |
$22.6K - $25.3K
|
2.79K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-404- 12.6% |
$194K - $217K
|
2.8K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13- 2.36% |
$6.26K - $7K
|
537
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.95KNew |
$940K - $1.05M
|
1.95K
$971K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$49.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
752+ 75.96% |
$362K - $405K
|
1.74K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.99K- 47.72% |
$1.44M - $1.61M
|
3.27K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4+ 0.13% |
$1.92K - $2.15K
|
3.05K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.15K- 5.79% |
$2.96M - $3.31M
|
100K
$49.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-446- 30.24% |
$215K - $240K
|
1.03K
$511K
|
|
|
Feb 04, 2025
Q4 2024
|
Juniper Hill Capital Management LP
Menlo Park, CA |
BUY
|
- |
102K+ 294.54% |
$49M - $54.9M
|
137K
$67.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.24K+ 5.6% |
$597K - $667K
|
23.4K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-457- 4.5% |
$220K - $246K
|
9.69K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.04K+ 0.68% |
$1.94M - $2.17M
|
598K
$297M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 1.19% |
$7.7K - $8.61K
|
1.36K
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-319- 29.46% |
$154K - $172K
|
764
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-195- 16.21% |
$93.8K - $105K
|
1.01K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
227+ 7.77% |
$109K - $122K
|
3.15K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
471+ 8.99% |
$227K - $253K
|
5.71K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-43- 2.34% |
$20.7K - $23.1K
|
1.79K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.69KNew |
$813K - $909K
|
1.69K
$840K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
105+ 8.13% |
$50.5K - $56.5K
|
1.4K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.54% |
$4.81K - $5.38K
|
1.85K
$920K
|