Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-112- 7.13% |
$20K - $23.2K
|
1.46K
$314K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-192K- 2.47% |
$34.3M - $39.7M
|
7.57M
$1.63B
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
30.7KNew |
$5.49M - $6.35M
|
30.7K
$6.61M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
609+ 19.99% |
$109K - $126K
|
3.66K
$787K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
140+ 6.87% |
$25.1K - $29K
|
2.18K
$469K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 7.69% |
$2.19M - $2.54M
|
172K
$36.9M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.19K+ 21.22% |
$749K - $867K
|
23.9K
$5.15M
|
|
Nov 05, 2024
Q3 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 68.29% |
$501K - $580K
|
1.3K
$280K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.07K+ 2.7% |
$191K - $221K
|
40.6K
$8.75M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.83K+ 152.29% |
$1.04M - $1.21M
|
9.65K
$2.08M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.97K+ 24.61% |
$890K - $1.03M
|
25.2K
$5.42M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1KNew |
$179K - $207K
|
1K
$215K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
291+ 95.72% |
$52.1K - $60.2K
|
595
$128K
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
45New |
$8.05K - $9.32K
|
45
$9.69K
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.36K- 1.31% |
$244K - $282K
|
103K
$22.2M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.35K- 38.86% |
$242K - $280K
|
2.13K
$458K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
79+ 10.12% |
$14.1K - $16.4K
|
860
$185K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6New |
$1.07K - $1.24K
|
6
$1.29K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
60+ 4.37% |
$10.7K - $12.4K
|
1.43K
$309K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
26New |
$4.65K - $5.38K
|
26
$5.6K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.98K+ 28.53% |
$354K - $409K
|
8.9K
$1.92M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
10+ 4.1% |
$1.79K - $2.07K
|
254
$54.7K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
80+ 1.16% |
$14.3K - $16.6K
|
6.96K
$1.5M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
23K+ 37.25% |
$4.11M - $4.76M
|
84.7K
$18.2M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.59% |
$1.25K - $1.45K
|
1.19K
$256K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.54K+ 3.23% |
$276K - $319K
|
49.2K
$10.6M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.26KNew |
$404K - $467K
|
2.26K
$486K
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
179+ 16.35% |
$32K - $37.1K
|
1.27K
$274K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$537 - $621
|
3
$646
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.91KNew |
$1.06M - $1.22M
|
5.91K
$1.27M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.59K- 10.51% |
$285K - $329K
|
13.5K
$2.92M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.1% |
$11.1K - $12.8K
|
5.55K
$1.2M
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
308+ 2.29% |
$55.1K - $63.8K
|
13.7K
$2.96M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.22K- 82.02% |
$1.29M - $1.49M
|
1.58K
$341K
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.26K+ 28.6% |
$404K - $468K
|
10.2K
$2.19M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38New |
$6.8K - $7.87K
|
38
$8.18K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.1K+ 173.48% |
$2.17M - $2.51M
|
19.1K
$4.11M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.4KNew |
$966K - $1.12M
|
5.4K
$1.16M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 10.56% |
$240K - $277K
|
14K
$3.02M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 16.71% |
$341K - $394K
|
13.3K
$2.86M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.14K+ 0.72% |
$204K - $236K
|
160K
$34.4M
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-3.74K- 2.88% |
$670K - $775K
|
126K
$27.2M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-274- 7.0% |
$49K - $56.7K
|
3.64K
$785K
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.51% |
$716 - $828
|
774
$167K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.36K+ 40.46% |
$601K - $695K
|
11.7K
$2.51M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
66+ 194.12% |
$11.8K - $13.7K
|
100
$21.5K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.5K- 10.98% |
$5.11M - $5.91M
|
231K
$49.8M
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
3.32K+ 1.4% |
$593K - $686K
|
239K
$51.5M
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
26.7KNew |
$4.78M - $5.53M
|
26.7K
$5.75M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 5.28% |
$14.7K - $17K
|
1.63K
$352K
|