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 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
92+ 9.61% |
$38.3K - $50.8K
|
1.05K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
913New |
$380K - $504K
|
913
$530K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.4K- 7.66% |
$996K - $1.32M
|
28.9K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
348+ 5.41% |
$145K - $192K
|
6.78K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.7KNew |
$11.9M - $15.8M
|
28.7K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.73K+ 19.92% |
$3.63M - $4.82M
|
52.6K
$30.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.09K+ 13.12% |
$455K - $603K
|
9.43K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
221+ 2.49% |
$91.9K - $122K
|
9.1K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-194- 7.47% |
$80.7K - $107K
|
2.4K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-218- 8.11% |
$90.7K - $120K
|
2.47K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.11% |
$416 - $552
|
942
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.73K- 42.84% |
$1.97M - $2.61M
|
6.32K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
61+ 0.29% |
$25.4K - $33.7K
|
20.8K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
721+ 2.81% |
$300K - $398K
|
26.4K
$15.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-146- 3.1% |
$60.7K - $80.5K
|
4.57K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-242- 32.01% |
$101K - $133K
|
514
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.16K+ 20.61% |
$900K - $1.19M
|
12.7K
$7.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$1.25K - $1.65K
|
11.2K
$6.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.11K+ 8.62% |
$460K - $610K
|
13.9K
$8.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-35- 0.37% |
$14.6K - $19.3K
|
9.46K
$5.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
344+ 3.16% |
$143K - $190K
|
11.2K
$6.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.89KNew |
$2.03M - $2.7M
|
4.89K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
361+ 10.78% |
$150K - $199K
|
3.71K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
21.3KNew |
$8.86M - $11.7M
|
21.3K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
213+ 6.7% |
$88.6K - $117K
|
3.39K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-53- 1.07% |
$22.1K - $29.2K
|
4.89K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-783- 3.95% |
$326K - $432K
|
19.1K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
153+ 34.15% |
$63.7K - $84.4K
|
601
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1- 0.04% |
$416 - $552
|
2.65K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
428+ 16.93% |
$178K - $236K
|
2.96K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.43% |
$2.91K - $3.86K
|
1.63K
$947K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-249- 0.28% |
$104K - $137K
|
87.4K
$50.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
983+ 18.66% |
$409K - $542K
|
6.25K
$3.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.31K- 5.57% |
$962K - $1.28M
|
39.2K
$22.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
553+ 1.55% |
$230K - $305K
|
36.3K
$21.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-9- 0.06% |
$3.74K - $4.96K
|
13.8K
$8.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
32+ 2.49% |
$13.3K - $17.7K
|
1.32K
$765K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.25% |
$34.5K - $45.8K
|
33.7K
$19.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43.7KNew |
$18.2M - $24.1M
|
43.7K
$25.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
23+ 0.17% |
$9.57K - $12.7K
|
13.2K
$7.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
922+ 85.13% |
$384K - $509K
|
2.01K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
139+ 2.31% |
$57.8K - $76.7K
|
6.16K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-29- 1.8% |
$12.1K - $16K
|
1.58K
$917K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-20- 0.73% |
$8.32K - $11K
|
2.7K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.16K+ 234.82% |
$1.73M - $2.3M
|
5.93K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-45- 10.71% |
$18.7K - $24.8K
|
375
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
64+ 2.42% |
$26.6K - $35.3K
|
2.71K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
382New |
$159K - $211K
|
382
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
499+ 2.26% |
$208K - $275K
|
22.5K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$416 - $552
|
1.05K
$606K
|