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 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-73- 32.88% |
$34.2K - $39.4K
|
149
$83.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 1.14% |
$17.3K - $20K
|
3.27K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-731- 43.75% |
$342K - $394K
|
940
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.02K- 10.83% |
$477K - $550K
|
8.39K
$4.71M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-398- 53.14% |
$186K - $215K
|
351
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-551- 11.28% |
$258K - $297K
|
4.34K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
771New |
$361K - $416K
|
771
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
169+ 1.4% |
$79.1K - $91.2K
|
12.2K
$6.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.21K- 4.0% |
$565K - $651K
|
28.9K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.19K- 12.93% |
$559K - $644K
|
8.04K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-189- 4.59% |
$88.5K - $102K
|
3.93K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9.48K+ 75.53% |
$4.44M - $5.12M
|
22K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.05K- 6.15% |
$1.9M - $2.18M
|
61.8K
$34.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-640- 2.61% |
$300K - $345K
|
23.8K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 0.34% |
$11.7K - $13.5K
|
7.46K
$4.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.02K+ 70.65% |
$945K - $1.09M
|
4.87K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
310+ 51.24% |
$145K - $167K
|
915
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-141- 21.83% |
$66K - $76.1K
|
505
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.7K+ 207.99% |
$8.74M - $10.1M
|
27.6K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-30- 10.56% |
$14.1K - $16.2K
|
254
$143K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
14.2KNew |
$6.63M - $7.63M
|
14.2K
$7.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
417+ 43.85% |
$195K - $225K
|
1.37K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-5- 0.43% |
$2.34K - $2.7K
|
1.16K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
855New |
$400K - $461K
|
855
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.05K- 1.98% |
$1.43M - $1.65M
|
151K
$84.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-750- 12.32% |
$351K - $405K
|
5.34K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 6.8% |
$533K - $615K
|
17.9K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.27% |
$10.3K - $11.9K
|
8.17K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-461- 4.01% |
$216K - $249K
|
11K
$6.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 4.03% |
$14.1K - $16.2K
|
715
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 9.6% |
$616K - $709K
|
15K
$8.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.46K+ 10.38% |
$1.62M - $1.86M
|
36.7K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.26K+ 16.22% |
$4.34M - $4.99M
|
66.3K
$37.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-350- 9.0% |
$164K - $189K
|
3.54K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
496+ 1.84% |
$232K - $268K
|
27.5K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-223- 6.18% |
$104K - $120K
|
3.38K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
558+ 2.97% |
$261K - $301K
|
19.3K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-145- 1.28% |
$67.9K - $78.2K
|
11.2K
$6.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.1K+ 129.62% |
$5.67M - $6.53M
|
21.5K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-161- 3.87% |
$75.4K - $86.9K
|
4K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-69- 4.76% |
$32.3K - $37.2K
|
1.38K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 3.22% |
$280K - $322K
|
17.9K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-521- 1.13% |
$244K - $281K
|
45.7K
$25.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.88K+ 5.05% |
$880K - $1.01M
|
39.1K
$22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.77K+ 5.77% |
$2.7M - $3.11M
|
106K
$59.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
372+ 0.98% |
$174K - $201K
|
38.4K
$21.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
91+ 1.43% |
$42.6K - $49.1K
|
6.48K
$3.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-31- 1.79% |
$14.5K - $16.7K
|
1.7K
$956K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.36K- 6.74% |
$4.38M - $5.05M
|
130K
$72.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
12.4K+ 13.59% |
$5.8M - $6.68M
|
103K
$58.1M
|