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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
46+ 12.57% |
$21.5K - $24.8K
|
412
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-61- 1.69% |
$28.6K - $32.9K
|
3.54K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.07% |
$1.41K - $1.62K
|
4.29K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
106+ 7.31% |
$49.6K - $57.2K
|
1.56K
$875K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-48- 5.54% |
$22.5K - $25.9K
|
818
$460K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-520- 3.39% |
$244K - $281K
|
14.8K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10- 0.12% |
$4.68K - $5.4K
|
8.58K
$4.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12- 19.67% |
$5.62K - $6.47K
|
49
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-88- 1.66% |
$41.2K - $47.5K
|
5.22K
$2.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-406- 2.5% |
$190K - $219K
|
15.8K
$8.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-2.04K- 7.9% |
$954K - $1.1M
|
23.7K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-19.3K- 65.09% |
$9.04M - $10.4M
|
10.4K
$5.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
127+ 14.25% |
$59.5K - $68.5K
|
1.02K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
10+ 0.92% |
$4.68K - $5.4K
|
1.09K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$468 - $540
|
1.89K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.1K- 20.21% |
$13.6M - $15.7M
|
115K
$64.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-25- 3.09% |
$11.7K - $13.5K
|
784
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.82K+ 9.32% |
$1.32M - $1.52M
|
33.1K
$18.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
107+ 0.49% |
$50.1K - $57.7K
|
21.7K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.93K+ 361.91% |
$903K - $1.04M
|
2.46K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
166+ 24.06% |
$77.7K - $89.6K
|
856
$481K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-479- 47.8% |
$224K - $258K
|
523
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.58K+ 224.11% |
$1.68M - $1.93M
|
5.18K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.18% |
$937 - $1.08K
|
1.14K
$638K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.91K+ 3.06% |
$1.36M - $1.57M
|
97.9K
$55M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.67K+ 10.64% |
$780K - $898K
|
17.3K
$9.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-8.42K- 18.05% |
$3.94M - $4.54M
|
38.2K
$21.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.17K+ 8.53% |
$549K - $632K
|
14.9K
$8.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-135- 14.93% |
$63.2K - $72.8K
|
769
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
402+ 12.47% |
$188K - $217K
|
3.63K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
16+ 3.42% |
$7.49K - $8.63K
|
484
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25- 0.83% |
$11.7K - $13.5K
|
2.99K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-155- 11.11% |
$72.6K - $83.6K
|
1.24K
$697K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
15K+ 4.57% |
$7.04M - $8.11M
|
344K
$193M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-520- 24.09% |
$244K - $281K
|
1.64K
$921K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
7+ 1.49% |
$3.28K - $3.78K
|
476
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
183New |
$85.7K - $98.7K
|
183
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-178- 9.97% |
$83.4K - $96K
|
1.61K
$903K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.53K+ 5.23% |
$715K - $824K
|
30.7K
$17.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
309+ 5.25% |
$145K - $167K
|
6.19K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-339- 3.21% |
$159K - $183K
|
10.2K
$5.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 37.91% |
$27.2K - $31.3K
|
95
$53.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
15+ 0.22% |
$7.03K - $8.09K
|
6.97K
$3.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 0.52% |
$5.15K - $5.93K
|
2.14K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
308+ 5.45% |
$144K - $166K
|
5.96K
$3.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-362- 0.5% |
$170K - $195K
|
71.7K
$40.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-14- 0.43% |
$6.56K - $7.55K
|
3.25K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
297+ 29.23% |
$139K - $160K
|
1.31K
$738K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
181+ 3.66% |
$84.8K - $97.7K
|
5.12K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-397- 3.05% |
$186K - $214K
|
12.6K
$7.08M
|