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 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-437- 4.21% |
$182K - $241K
|
9.95K
$5.77M
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.26% |
$1.25K - $1.65K
|
1.18K
$684K
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-359- 13.05% |
$149K - $198K
|
2.39K
$1.39M
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
571+ 1.31% |
$238K - $315K
|
44.3K
$25.7M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-165- 7.99% |
$68.6K - $91K
|
1.9K
$1.1M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.48% |
$17.9K - $23.7K
|
8.94K
$5.18M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
19.1K+ 30.14% |
$7.96M - $10.5M
|
82.5K
$47.9M
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-49- 3.33% |
$20.4K - $27K
|
1.42K
$826K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-24- 1.83% |
$9.99K - $13.2K
|
1.29K
$748K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.99K- 15.24% |
$829K - $1.1M
|
11.1K
$6.42M
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.7K+ 986.43% |
$4.44M - $5.89M
|
11.8K
$6.82M
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-157- 6.29% |
$65.3K - $86.6K
|
2.34K
$1.36M
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-338- 4.41% |
$141K - $186K
|
7.33K
$4.25M
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-784- 5.89% |
$326K - $432K
|
12.5K
$7.27M
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-175- 14.29% |
$72.8K - $96.5K
|
1.05K
$609K
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
68+ 47.89% |
$28.3K - $37.5K
|
210
$122K
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.99K+ 2.03% |
$2.91M - $3.86M
|
352K
$204M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-175- 10.4% |
$72.8K - $96.5K
|
1.51K
$875K
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
204+ 10.79% |
$84.9K - $113K
|
2.1K
$1.22M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 1.49% |
$547K - $725K
|
89.6K
$52M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.26K+ 107.65% |
$1.77M - $2.35M
|
8.22K
$4.77M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.78% |
$4.58K - $6.07K
|
1.42K
$825K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 1.16% |
$30K - $39.7K
|
6.14K
$3.56M
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5+ 0.11% |
$2.08K - $2.76K
|
4.52K
$2.62M
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
11K+ 2.39% |
$4.56M - $6.05M
|
469K
$272M
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-112- 1.0% |
$46.6K - $61.8K
|
11.1K
$6.45M
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
711+ 4.12% |
$296K - $392K
|
18K
$10.4M
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.55K- 11.87% |
$1.06M - $1.4M
|
18.9K
$11M
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
6+ 0.44% |
$2.5K - $3.31K
|
1.36K
$786K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
277New |
$115K - $153K
|
277
$161K
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
409+ 1.08% |
$170K - $226K
|
38.2K
$22.1M
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-13- 1.28% |
$5.41K - $7.17K
|
1.01K
$584K
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
761+ 3.19% |
$317K - $420K
|
24.6K
$14.3M
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-74- 0.48% |
$30.8K - $40.8K
|
15.3K
$8.85M
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 0.59% |
$4.16K - $5.52K
|
1.7K
$988K
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-4- 0.52% |
$1.66K - $2.21K
|
770
$447K
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-400- 29.56% |
$166K - $221K
|
953
$553K
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-1.03K- 40.16% |
$430K - $570K
|
1.54K
$894K
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-27- 1.96% |
$11.2K - $14.9K
|
1.35K
$784K
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
314+ 0.57% |
$131K - $173K
|
55.8K
$32.4M
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 0.01% |
$2.5K - $3.31K
|
46.8K
$27.1M
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
39+ 1.14% |
$16.2K - $21.5K
|
3.45K
$2M
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
962+ 88.1% |
$400K - $531K
|
2.05K
$1.19M
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
61+ 2.0% |
$25.4K - $33.7K
|
3.12K
$1.81M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
929+ 3.6% |
$387K - $512K
|
26.8K
$15.5M
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12.9K- 48.5% |
$5.37M - $7.12M
|
13.7K
$7.95M
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
191+ 29.57% |
$79.5K - $105K
|
837
$486K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
32+ 6.05% |
$13.3K - $17.7K
|
561
$325K
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-78- 4.34% |
$32.5K - $43K
|
1.72K
$997K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
315+ 6.94% |
$131K - $174K
|
4.85K
$2.81M
|