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 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.29KNew |
$182K - $218K
|
1.29K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$28.3K - $33.9K
|
200
$43.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.27K - $1.52K
|
9
$1.94K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
556New |
$78.5K - $94.2K
|
556
$120K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 50.0% |
$42.4K - $50.8K
|
300
$64.6K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
300New |
$42.4K - $50.8K
|
300
$64.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1New |
$141 - $169
|
1
$215
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.6K- 15.96% |
$1.36M - $1.63M
|
50.5K
$10.9M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$4.09K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.46K+ 100.0% |
$795K - $866K
|
10.9K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 1.12% |
$10.3K - $11.3K
|
6.43K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
29.8KNew |
$4.34M - $4.73M
|
29.8K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.4KNew |
$5.73M - $6.25M
|
39.4K
$8.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151New |
$22K - $24K
|
151
$32.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.44K+ 35.11% |
$210K - $229K
|
5.55K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
40.1KNew |
$5.84M - $6.36M
|
40.1K
$8.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25- 2.49% |
$3.64K - $3.97K
|
978
$211K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3KNew |
$436K - $475K
|
3K
$645K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
205New |
$29.9K - $32.5K
|
205
$44.1K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.09K+ 32.6% |
$304K - $331K
|
8.49K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$199K - $216K
|
1.36K
$294K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-13.4K- 79.84% |
$1.95M - $2.13M
|
3.39K
$729K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
284New |
$41.4K - $45.1K
|
284
$61.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.42KNew |
$352K - $384K
|
2.42K
$521K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
234New |
$34.1K - $37.1K
|
234
$50.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84New |
$10.7K - $12.8K
|
84
$18.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$16.8K - $20.1K
|
132
$28.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
687+ 3.12% |
$87.6K - $105K
|
22.7K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
41.4K+ 4.86% |
$5.27M - $6.3M
|
892K
$192M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62New |
$7.9K - $9.44K
|
62
$13.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-23.4K- 49.28% |
$2.98M - $3.56M
|
24.1K
$5.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.33K- 22.4% |
$424K - $507K
|
11.5K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.53K - $1.83K
|
12
$2.58K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10+ 0.58% |
$1.27K - $1.52K
|
1.73K
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17New |
$2.17K - $2.59K
|
17
$3.66K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$490K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$490K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$2.04K - $2.44K
|
16
$3.45K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$12.7K - $15.2K
|
100
$21.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.68K+ 8.86% |
$469K - $560K
|
45.2K
$9.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-56- 93.33% |
$7.14K - $8.53K
|
4
$861
|
|
| Q1 2023 | |||||||
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$165K - $202K
|
1.53K
$329K
|
|
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-673KClosed |
$72.5M - $88.8M
|
0
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.62KNew |
$174K - $214K
|
1.62K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.7K- 18.32% |
$1.15M - $1.41M
|
47.5K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49KNew |
$268K - $328K
|
2.49K
$536K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$539 - $660
|
5
$1.08K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$969 - $1.19K
|
9
$1.94K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.2KNew |
$1.63M - $2M
|
15.2K
$3.27M
|
|