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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
34+ 0.96% |
$6.73K - $7.53K
|
3.58K
$709K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
365+ 7.99% |
$72.3K - $80.9K
|
4.93K
$977K
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.5K+ 3.97% |
$297K - $332K
|
39.2K
$7.77M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
126+ 9.05% |
$25K - $27.9K
|
1.52K
$301K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.21KNew |
$1.03M - $1.15M
|
5.21K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 1.5% |
$6.54K - $7.31K
|
2.23K
$442K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 19.79% |
$2.27M - $2.54M
|
46.4K
$9.19M
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
129KNew |
$25.6M - $28.6M
|
129K
$25.6M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 1.76% |
$14.9K - $16.6K
|
4.35K
$860K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-353- 0.31% |
$69.9K - $78.2K
|
112K
$22.2M
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
154New |
$30.5K - $34.1K
|
154
$30.5K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.13K+ 4.95% |
$422K - $472K
|
45.2K
$8.94M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 1.81% |
$13.9K - $15.5K
|
3.81K
$754K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
18.9KNew |
$3.73M - $4.18M
|
18.9K
$3.73M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
315+ 4.04% |
$62.4K - $69.8K
|
8.11K
$1.61M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15.1K- 12.06% |
$2.99M - $3.35M
|
110K
$21.8M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
70+ 5.33% |
$13.9K - $15.5K
|
1.38K
$274K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
351+ 3.62% |
$69.5K - $77.8K
|
10.1K
$1.99M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.11K+ 3.53% |
$220K - $247K
|
32.7K
$6.47M
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
527+ 8.02% |
$104K - $117K
|
7.1K
$1.41M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 1.4% |
$14.7K - $16.4K
|
5.22K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.81K+ 12.67% |
$1.94M - $2.17M
|
87.2K
$17.3M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.98K+ 37.85% |
$391K - $438K
|
7.2K
$1.43M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.04% |
$198 - $222
|
2.48K
$490K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37.6K+ 184.33% |
$7.45M - $8.33M
|
58K
$11.5M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
110+ 34.81% |
$21.8K - $24.4K
|
426
$84.4K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
876+ 5.68% |
$173K - $194K
|
16.3K
$3.23M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
68+ 3.44% |
$13.5K - $15.1K
|
2.05K
$405K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.29K+ 16.7% |
$850K - $950K
|
30K
$5.94M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.42KNew |
$1.47M - $1.64M
|
7.42K
$1.47M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.99K+ 33.06% |
$987K - $1.1M
|
20.1K
$3.97M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.34KNew |
$265K - $296K
|
1.34K
$265K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.13K- 8.99% |
$223K - $250K
|
11.4K
$2.26M
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-19- 48.72% |
$3.76K - $4.21K
|
20
$3.96K
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
884+ 46.67% |
$175K - $196K
|
2.78K
$550K
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
77+ 7.33% |
$15.2K - $17.1K
|
1.13K
$223K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
500New |
$99K - $111K
|
500
$99K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-38- 1.64% |
$7.53K - $8.42K
|
2.28K
$451K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$3.96K - $4.43K
|
20
$3.96K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-433- 0.64% |
$85.8K - $95.9K
|
67.6K
$13.4M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
4.85K+ 55.7% |
$961K - $1.07M
|
13.6K
$2.69M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.54K+ 2.2% |
$502K - $562K
|
118K
$23.3M
|
|
Q3 2024 | |||||||
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
100+ 6.67% |
$17.9K - $20.7K
|
1.6K
$317K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-394- 15.17% |
$70.5K - $81.6K
|
2.2K
$436K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
844+ 56.49% |
$151K - $175K
|
2.34K
$463K
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
3.89KNew |
$695K - $804K
|
3.89K
$769K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
56+ 3.33% |
$10K - $11.6K
|
1.74K
$344K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
41K+ 2392.82% |
$7.33M - $8.48M
|
42.7K
$8.46M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
180+ 257.14% |
$32.2K - $37.3K
|
250
$49.5K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
149New |
$26.7K - $30.8K
|
149
$29.5K
|