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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 15.53% |
$9.9K - $11.1K
|
372
$93.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$1.19K - $1.33K
|
1.02K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$198 - $222
|
3
$752
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-73- 3.4% |
$14.5K - $16.2K
|
2.07K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.5KNew |
$298K - $333K
|
1.5K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 2.18% |
$5.35K - $5.98K
|
1.27K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-48.8K- 6.27% |
$9.67M - $10.8M
|
730K
$183M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75New |
$14.9K - $16.6K
|
75
$18.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
200New |
$39.6K - $44.3K
|
200
$50.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.56KNew |
$309K - $346K
|
1.56K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 200.0% |
$396 - $443
|
3
$752
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.2KNew |
$633K - $708K
|
3.2K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
167+ 12.69% |
$33.1K - $37K
|
1.48K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54- 37.76% |
$10.7K - $12K
|
89
$22.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-73- 0.4% |
$14.5K - $16.2K
|
18.2K
$4.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
68+ 3.44% |
$13.5K - $15.1K
|
2.05K
$513K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-19- 48.72% |
$3.76K - $4.21K
|
20
$5.01K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
500New |
$99K - $111K
|
500
$125K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$3.96K - $4.43K
|
20
$5.01K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
80+ 6.18% |
$14.3K - $16.6K
|
1.38K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 40.0% |
$358 - $414
|
7
$1.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.44KNew |
$437K - $506K
|
2.44K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
300New |
$53.7K - $62.1K
|
300
$75.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
963+ 1.1% |
$172K - $199K
|
88.9K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3New |
$537 - $621
|
3
$752
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
1.2KNew |
$215K - $248K
|
1.2K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
114+ 4.33% |
$20.4K - $23.6K
|
2.74K
$688K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-438- 18.34% |
$78.4K - $90.7K
|
1.95K
$489K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
25New |
$4.47K - $5.18K
|
25
$6.27K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
48New |
$8.59K - $9.94K
|
48
$12K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.04K+ 167.69% |
$902K - $1.04M
|
8.04K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
21New |
$3.76K - $4.35K
|
21
$5.26K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1KNew |
$179K - $207K
|
1K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6New |
$1.07K - $1.24K
|
6
$1.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
10+ 4.1% |
$1.79K - $2.07K
|
254
$63.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.59% |
$1.25K - $1.45K
|
1.19K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$537 - $621
|
3
$752
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.1% |
$11.1K - $12.8K
|
5.55K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.26K+ 28.6% |
$404K - $468K
|
10.2K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.4KNew |
$966K - $1.12M
|
5.4K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 10.56% |
$240K - $277K
|
14K
$3.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.36K+ 40.46% |
$601K - $695K
|
11.7K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
26.7KNew |
$4.78M - $5.53M
|
26.7K
$6.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-121K- 92.97% |
$21.7M - $25.1M
|
9.17K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
106K+ 38.42% |
$19M - $22M
|
382K
$95.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
984+ 1.55% |
$176K - $204K
|
64.3K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 1009.19% |
$334K - $386K
|
2.05K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 4.31% |
$2.79M - $3.23M
|
378K
$94.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.7K+ 3.01% |
$7.64M - $8.83M
|
1.46M
$366M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 3.74% |
$716 - $828
|
103
$25.8K
|
|