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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.2K- 50.27% |
$1.77M - $2.04M
|
9.1K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
490New |
$94.5K - $109K
|
490
$123K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14.2K- 75.44% |
$2.74M - $3.16M
|
4.63K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$2.31K - $2.67K
|
12
$3.01K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
146New |
$28.2K - $32.4K
|
146
$36.6K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.1K+ 96.88% |
$598K - $689K
|
6.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.16KNew |
$224K - $258K
|
1.16K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-70- 8.41% |
$13.5K - $15.5K
|
762
$191K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
35.2K+ 29.94% |
$6.79M - $7.82M
|
153K
$38.3M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21New |
$4.05K - $4.66K
|
21
$5.26K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.42KNew |
$275K - $316K
|
1.42K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$193 - $222
|
1
$251
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
466+ 1725.93% |
$89.9K - $103K
|
493
$124K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
112+ 273.17% |
$21.6K - $24.9K
|
153
$38.3K
|
|
|
May 07, 2025
Q1 2025
|
Taiyo Life Insurance CO
|
SELL
|
- |
-107K- 21.84% |
$20.6M - $23.8M
|
383K
$96M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
226New |
$43.6K - $50.2K
|
226
$56.6K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
48+ 1.8% |
$9.26K - $10.7K
|
2.72K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2KNew |
$386K - $444K
|
2K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2- 0.26% |
$386 - $444
|
774
$194K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
109New |
$21K - $24.2K
|
109
$27.3K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
99New |
$19.1K - $22K
|
99
$24.8K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
15+ 0.84% |
$2.89K - $3.33K
|
1.8K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
81New |
$15.6K - $18K
|
81
$20.3K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$19.3K - $22.2K
|
100
$25.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-17- 70.83% |
$3.28K - $3.78K
|
7
$1.75K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-349- 12.04% |
$67.3K - $77.5K
|
2.55K
$639K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
172New |
$33.2K - $38.2K
|
172
$43.1K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$19.3K - $22.2K
|
100
$25.1K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-110- 2.48% |
$21.2K - $24.4K
|
4.32K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-10- 2.1% |
$1.93K - $2.22K
|
466
$117K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.17K- 1.22% |
$225K - $259K
|
94.7K
$23.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.26KNew |
$242K - $279K
|
1.26K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-300- 50.0% |
$57.8K - $66.6K
|
300
$75.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
28New |
$5.4K - $6.22K
|
28
$7.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-617- 62.45% |
$119K - $137K
|
371
$93K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
464New |
$89.5K - $103K
|
464
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-131- 9.17% |
$25.3K - $29.1K
|
1.3K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.09KNew |
$211K - $243K
|
1.09K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
140New |
$27K - $31.1K
|
140
$35.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-48- 4.04% |
$9.26K - $10.7K
|
1.14K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-134- 57.26% |
$25.8K - $29.8K
|
100
$25.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.49K+ 66.81% |
$480K - $553K
|
6.22K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
115+ 328.57% |
$22.2K - $25.5K
|
150
$37.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.39% |
$3.86K - $4.44K
|
1.45K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-245- 26.2% |
$47.2K - $54.4K
|
690
$173K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
33.4KNew |
$6.43M - $7.41M
|
33.4K
$8.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-26- 29.21% |
$5.01K - $5.77K
|
63
$15.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
25+ 1.12% |
$4.82K - $5.55K
|
2.26K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61+ 1.96% |
$11.8K - $13.5K
|
3.17K
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
131New |
$25.3K - $29.1K
|
131
$32.8K
|
|