Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-68- 3.39% |
$28.3K - $37.5K
|
1.94K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
992+ 181.35% |
$413K - $547K
|
1.54K
$893K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
47+ 4.04% |
$19.6K - $25.9K
|
1.21K
$702K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.29K+ 1.39% |
$536K - $711K
|
94.2K
$54.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-327- 12.88% |
$136K - $180K
|
2.21K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
SELL
|
- |
-31K- 12.12% |
$12.9M - $17.1M
|
225K
$130M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
32+ 0.82% |
$13.3K - $17.7K
|
3.93K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 2.57% |
$13.7K - $18.2K
|
1.32K
$763K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.03K+ 8.92% |
$426K - $565K
|
12.5K
$7.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
362+ 2.39% |
$151K - $200K
|
15.5K
$8.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-73- 0.38% |
$30.4K - $40.3K
|
19K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.47% |
$2.91K - $3.86K
|
1.49K
$864K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-11- 2.0% |
$4.58K - $6.07K
|
538
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-232- 1.36% |
$96.5K - $128K
|
16.9K
$9.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
239+ 7.68% |
$99.4K - $132K
|
3.35K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.3K- 2.64% |
$540K - $717K
|
47.8K
$27.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-588- 14.59% |
$245K - $324K
|
3.44K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
273+ 3.74% |
$114K - $151K
|
7.57K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-9.12K- 97.85% |
$3.79M - $5.03M
|
200
$116K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-33.5K- 61.69% |
$13.9M - $18.5M
|
20.8K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18.5K+ 3540.15% |
$7.7M - $10.2M
|
19K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
18KNew |
$7.48M - $9.91M
|
18K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.6K+ 11.05% |
$8.59M - $11.4M
|
207K
$120M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
375New |
$156K - $207K
|
375
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-339- 6.77% |
$141K - $187K
|
4.67K
$2.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.76K- 21.71% |
$1.56M - $2.07M
|
13.6K
$7.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.39K- 0.32% |
$3.91M - $5.18M
|
2.92M
$1.7B
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-27- 1.02% |
$11.2K - $14.9K
|
2.63K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-237- 7.93% |
$98.6K - $131K
|
2.75K
$1.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
849
$492K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.31K+ 5.93% |
$2.63M - $3.48M
|
113K
$65.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.55K- 4.35% |
$646K - $857K
|
34.1K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-169- 32.94% |
$70.3K - $93.2K
|
344
$200K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
879+ 16.83% |
$366K - $485K
|
6.1K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
866+ 12.53% |
$360K - $478K
|
7.78K
$4.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 4.01% |
$7.07K - $9.38K
|
407
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.48K- 0.96% |
$615K - $815K
|
152K
$88M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
1.89K+ 4.36% |
$786K - $1.04M
|
45.2K
$26.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-29- 1.02% |
$12.1K - $16K
|
2.83K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11K+ 8.03% |
$4.58M - $6.07M
|
148K
$85.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
254+ 17.65% |
$106K - $140K
|
1.69K
$982K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
100+ 52.63% |
$41.6K - $55.2K
|
290
$168K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
209New |
$87K - $115K
|
209
$121K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
597+ 6.21% |
$248K - $329K
|
10.2K
$5.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-36- 0.69% |
$15K - $19.9K
|
5.18K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-756- 2.52% |
$315K - $417K
|
29.2K
$16.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-321- 0.51% |
$134K - $177K
|
62.1K
$36M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-473- 3.11% |
$197K - $261K
|
14.7K
$8.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-16.1K- 94.65% |
$6.7M - $8.88M
|
910
$528K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.9K- 5.39% |
$1.62M - $2.15M
|
68.5K
$39.7M
|