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 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-511- 28.03% |
$239K - $276K
|
1.31K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
11+ 1.15% |
$5.15K - $5.93K
|
971
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-44- 3.33% |
$20.6K - $23.7K
|
1.28K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-97- 5.27% |
$45.4K - $52.3K
|
1.75K
$980K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
50+ 1.88% |
$23.4K - $27K
|
2.7K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-54.3K- 71.98% |
$25.4M - $29.3M
|
21.1K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
276+ 3.2% |
$129K - $149K
|
8.89K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
71+ 2.53% |
$33.3K - $38.3K
|
2.87K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-81- 0.3% |
$37.9K - $43.7K
|
26.5K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.86K- 18.02% |
$1.34M - $1.54M
|
13K
$7.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-653- 20.52% |
$306K - $352K
|
2.53K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-28.9K- 37.97% |
$13.5M - $15.6M
|
47.2K
$26.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-73- 2.68% |
$34.2K - $39.4K
|
2.65K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10New |
$4.68K - $5.4K
|
10
$5.62K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.43K- 17.49% |
$667K - $769K
|
6.72K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
31+ 0.58% |
$14.5K - $16.7K
|
5.36K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
437+ 3.09% |
$205K - $236K
|
14.6K
$8.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-900- 40.95% |
$422K - $486K
|
1.3K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-24- 0.92% |
$11.2K - $12.9K
|
2.59K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
11.5K+ 38.04% |
$5.36M - $6.18M
|
41.6K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
183+ 3.08% |
$85.7K - $98.7K
|
6.13K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-214- 14.41% |
$100K - $115K
|
1.27K
$714K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-675- 13.13% |
$316K - $364K
|
4.46K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.04K- 16.07% |
$1.42M - $1.64M
|
15.8K
$8.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
459+ 1.57% |
$215K - $248K
|
29.8K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.41K+ 5.05% |
$662K - $762K
|
29.4K
$16.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.29K+ 23.09% |
$1.07M - $1.24M
|
12.2K
$6.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-235- 2.1% |
$110K - $127K
|
10.9K
$6.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-86- 0.45% |
$40.3K - $46.4K
|
19K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118- 4.44% |
$55.3K - $63.7K
|
2.54K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.05K- 5.95% |
$3.77M - $4.34M
|
127K
$71.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.27K- 4.02% |
$1.06M - $1.23M
|
54.3K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
324+ 8.22% |
$152K - $175K
|
4.27K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
777+ 2.56% |
$364K - $419K
|
31.2K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
77+ 13.53% |
$36.1K - $41.5K
|
646
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$101K - $116K
|
215
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-45- 1.56% |
$21.1K - $24.3K
|
2.84K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-37- 1.09% |
$17.3K - $20K
|
3.35K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 20.65% |
$112K - $129K
|
922
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.66K+ 17.73% |
$1.24M - $1.43M
|
17.6K
$9.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-6- 0.42% |
$2.81K - $3.24K
|
1.43K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
185+ 8.37% |
$86.6K - $99.8K
|
2.4K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-12- 1.4% |
$5.62K - $6.47K
|
843
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.71K+ 13.46% |
$3.61M - $4.16M
|
65K
$36.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
151+ 34.71% |
$70.7K - $81.5K
|
586
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-755- 4.68% |
$354K - $407K
|
15.4K
$8.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.75% |
$468 - $540
|
134
$75.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.04K- 38.16% |
$489K - $563K
|
1.69K
$951K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
341+ 3.87% |
$160K - $184K
|
9.16K
$5.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
859+ 17.06% |
$402K - $463K
|
5.89K
$3.31M
|