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
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-739- 1.83% |
$346K - $399K
|
39.7K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-504- 5.49% |
$236K - $272K
|
8.68K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.7K+ 39.39% |
$7.84M - $9.03M
|
59.2K
$33.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
281+ 7.54% |
$132K - $152K
|
4.01K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-29K- 24.9% |
$13.6M - $15.6M
|
87.4K
$49.1M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-392- 2.55% |
$184K - $211K
|
15K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-183- 8.14% |
$85.7K - $98.7K
|
2.06K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
511+ 8516.67% |
$239K - $276K
|
517
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 11.06% |
$21.1K - $24.3K
|
452
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
690+ 3.6% |
$323K - $372K
|
19.9K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-391- 9.87% |
$183K - $211K
|
3.57K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2K- 29.9% |
$938K - $1.08M
|
4.7K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
154+ 5.46% |
$72.1K - $83.1K
|
2.97K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
795+ 11.8% |
$372K - $429K
|
7.53K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
281+ 60.82% |
$132K - $152K
|
743
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
290+ 27.97% |
$136K - $156K
|
1.33K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-281- 9.48% |
$132K - $152K
|
2.68K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
170+ 2.96% |
$79.6K - $91.7K
|
5.91K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
178+ 7.15% |
$83.4K - $96K
|
2.67K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
581+ 1.56% |
$272K - $313K
|
37.7K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-197- 1.04% |
$92.3K - $106K
|
18.8K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
906+ 10.68% |
$424K - $489K
|
9.39K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-37- 4.81% |
$17.3K - $20K
|
733
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.52K- 12.57% |
$712K - $820K
|
10.6K
$5.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
113+ 1.61% |
$52.9K - $61K
|
7.12K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
80+ 0.3% |
$37.5K - $43.2K
|
26.7K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-276- 10.77% |
$129K - $149K
|
2.29K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
76+ 6.86% |
$35.6K - $41K
|
1.18K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
73+ 5.73% |
$34.2K - $39.4K
|
1.35K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$468 - $540
|
2.71K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-319- 2.52% |
$149K - $172K
|
12.3K
$6.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.09K- 25.94% |
$1.44M - $1.66M
|
8.81K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.83% |
$53.9K - $62K
|
6.4K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
378+ 27.47% |
$177K - $204K
|
1.75K
$985K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-530- 1.21% |
$248K - $286K
|
43.5K
$24.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
704+ 77.62% |
$330K - $380K
|
1.61K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$547K - $630K
|
1.17K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-18K- 82.94% |
$8.42M - $9.7M
|
3.7K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-86- 0.8% |
$40.3K - $46.4K
|
10.7K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-554- 47.88% |
$259K - $299K
|
603
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
684+ 0.74% |
$320K - $369K
|
92.7K
$52.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-3.37K- 1.1% |
$1.58M - $1.82M
|
304K
$171M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
338+ 28.67% |
$158K - $182K
|
1.52K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
843+ 34.27% |
$395K - $455K
|
3.3K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
28K+ 16.77% |
$13.1M - $15.1M
|
195K
$110M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 1.05% |
$6.56M - $7.56M
|
1.34M
$754M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-27- 0.82% |
$12.6K - $14.6K
|
3.27K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-767- 4.34% |
$359K - $414K
|
16.9K
$9.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-227- 7.74% |
$106K - $122K
|
2.71K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-174- 0.99% |
$81.5K - $93.9K
|
17.5K
$9.81M
|