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
|
Rovin Capital
|
SELL
|
- |
-130- 1.04% |
$60.9K - $70.1K
|
12.3K
$6.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.87K+ 24.63% |
$4.15M - $4.78M
|
44.9K
$25.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.2K- 23.62% |
$6.17M - $7.11M
|
42.6K
$23.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
526New |
$246K - $284K
|
526
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25+ 1.21% |
$11.7K - $13.5K
|
2.09K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.21K+ 5.87% |
$567K - $653K
|
21.8K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-53- 2.88% |
$24.8K - $28.6K
|
1.79K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 4.95% |
$16.4K - $18.9K
|
672
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
894+ 59.88% |
$419K - $482K
|
2.39K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-486- 7.41% |
$228K - $262K
|
6.08K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.62% |
$5.15K - $5.93K
|
692
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
145+ 4.56% |
$67.9K - $78.2K
|
3.32K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-15- 0.57% |
$7.03K - $8.09K
|
2.62K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
224+ 10.12% |
$105K - $121K
|
2.44K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-320- 18.37% |
$150K - $173K
|
1.42K
$799K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.18K+ 3.32% |
$1.02M - $1.18M
|
67.7K
$38.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-84.6K- 59.36% |
$39.6M - $45.7M
|
57.9K
$32.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.19% |
$2.81K - $3.24K
|
3.08K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 3.94% |
$652K - $751K
|
36.7K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.7K+ 2.61% |
$795K - $916K
|
66.7K
$37.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
130+ 23.94% |
$60.9K - $70.1K
|
673
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-66.1K- 10.07% |
$30.9M - $35.6M
|
590K
$331M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
471New |
$221K - $254K
|
471
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 24.4% |
$1.19M - $1.37M
|
12.9K
$7.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-269- 9.86% |
$126K - $145K
|
2.46K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
11+ 1.31% |
$5.15K - $5.93K
|
848
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-157- 3.2% |
$73.5K - $84.7K
|
4.76K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-12- 0.03% |
$5.62K - $6.47K
|
42.4K
$23.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.02K+ 7.91% |
$947K - $1.09M
|
27.6K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 5.72% |
$28.1K - $32.4K
|
989
$556K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-802- 10.4% |
$376K - $433K
|
6.91K
$3.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-12.5K- 99.98% |
$5.85M - $6.74M
|
3
$1.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-471- 10.0% |
$221K - $254K
|
4.24K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.28K - $3.78K
|
3.8K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18KNew |
$1.02M - $1.17M
|
2.18K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
109New |
$51K - $58.8K
|
109
$61.2K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$468 - $540
|
4.11K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32.3K- 49.63% |
$15.1M - $17.4M
|
32.7K
$18.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$937 - $1.08K
|
1.51K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-67- 0.39% |
$31.4K - $36.1K
|
17.3K
$9.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
252+ 0.98% |
$118K - $136K
|
25.8K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 1.44% |
$9.37K - $10.8K
|
1.41K
$792K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
2.17K+ 11.15% |
$1.01M - $1.17M
|
21.6K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.49K- 3.63% |
$698K - $804K
|
39.5K
$22.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
10+ 2.32% |
$4.68K - $5.4K
|
441
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.61K- 10.26% |
$1.22M - $1.41M
|
22.8K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-701- 56.4% |
$328K - $378K
|
542
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
124+ 0.52% |
$58.1K - $66.9K
|
24.1K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-44- 2.07% |
$20.6K - $23.7K
|
2.08K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-46- 9.7% |
$21.5K - $24.8K
|
428
$240K
|