Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
365New |
$152K - $201K
|
365
$212K
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
364+ 5.68% |
$151K - $201K
|
6.78K
$3.93M
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
363New |
$151K - $200K
|
363
$211K
|
|
Aug 04, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
363New |
$151K - $200K
|
363
$211K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
363+ 3.34% |
$151K - $200K
|
11.2K
$6.51M
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
362+ 2.39% |
$151K - $200K
|
15.5K
$8.99M
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
362+ 67.29% |
$151K - $200K
|
900
$522K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
361+ 3.64% |
$150K - $199K
|
10.3K
$5.96M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
361+ 10.78% |
$150K - $199K
|
3.71K
$2.15M
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
359+ 4.4% |
$149K - $198K
|
8.52K
$4.94M
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
358+ 19.63% |
$149K - $197K
|
2.18K
$1.27M
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
356New |
$148K - $196K
|
356
$206K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
356+ 22.47% |
$148K - $196K
|
1.94K
$1.13M
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
353+ 3.07% |
$147K - $195K
|
11.8K
$6.87M
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
353+ 20.39% |
$147K - $195K
|
2.08K
$1.21M
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
352+ 78.92% |
$146K - $194K
|
798
$463K
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
351+ 28.26% |
$146K - $194K
|
1.59K
$924K
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
351+ 63.24% |
$146K - $194K
|
906
$526K
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
350+ 19.6% |
$146K - $193K
|
2.14K
$1.24M
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
349+ 25.34% |
$145K - $193K
|
1.73K
$1M
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
348+ 5.41% |
$145K - $192K
|
6.78K
$3.94M
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
347+ 64.02% |
$144K - $191K
|
889
$516K
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
346+ 48.32% |
$144K - $191K
|
1.06K
$616K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
344+ 3.16% |
$143K - $190K
|
11.2K
$6.5M
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
343+ 9.68% |
$143K - $189K
|
3.89K
$2.25M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
340+ 3.31% |
$141K - $188K
|
10.6K
$6.15M
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
340+ 7.81% |
$141K - $188K
|
4.69K
$2.72M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
340+ 44.85% |
$141K - $188K
|
1.1K
$637K
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
339+ 163.77% |
$141K - $187K
|
546
$317K
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
339+ 8.45% |
$141K - $187K
|
4.35K
$2.52M
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
338+ 2.78% |
$141K - $186K
|
12.5K
$7.24M
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
338+ 9.18% |
$141K - $186K
|
4.02K
$2.33M
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
335+ 11.66% |
$139K - $185K
|
3.21K
$1.86M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
334+ 5.79% |
$139K - $184K
|
6.1K
$3.54M
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
334+ 1.32% |
$139K - $184K
|
25.7K
$14.9M
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
332+ 4.64% |
$138K - $183K
|
7.48K
$4.34M
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
329+ 4.61% |
$137K - $181K
|
7.47K
$4.33M
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
328+ 443.24% |
$136K - $181K
|
402
$233K
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
328+ 11.56% |
$136K - $181K
|
3.17K
$1.84M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
328+ 1.23% |
$136K - $181K
|
27K
$15.7M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
327+ 13.36% |
$136K - $180K
|
2.77K
$1.61M
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
326+ 32.7% |
$136K - $180K
|
1.32K
$767K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
326+ 5.55% |
$136K - $180K
|
6.2K
$3.6M
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
326+ 4.27% |
$136K - $180K
|
7.97K
$4.62M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
325+ 3.63% |
$135K - $179K
|
9.28K
$5.38M
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
324+ 9.96% |
$135K - $179K
|
3.58K
$2.07M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 13.49% |
$134K - $178K
|
2.71K
$1.57M
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
320+ 16.99% |
$133K - $177K
|
2.2K
$1.28M
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
320+ 4.4% |
$133K - $177K
|
7.59K
$4.4M
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
320+ 13.47% |
$133K - $177K
|
2.7K
$1.56M
|