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 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
296+ 0.84% |
$139K - $160K
|
35.5K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.33KNew |
$622K - $717K
|
1.33K
$747K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2- 0.38% |
$937 - $1.08K
|
518
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-270- 8.67% |
$126K - $146K
|
2.85K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 5.89% |
$1.14M - $1.31M
|
43.7K
$24.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-13- 1.04% |
$6.09K - $7.01K
|
1.24K
$695K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 3.52% |
$9.37K - $10.8K
|
548
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.37K+ 5.16% |
$640K - $738K
|
27.8K
$15.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-314- 4.51% |
$147K - $169K
|
6.65K
$3.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.67K- 1.4% |
$782K - $900K
|
118K
$66M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-395- 74.11% |
$185K - $213K
|
138
$77.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-10.4K- 37.72% |
$4.89M - $5.64M
|
17.2K
$9.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
84+ 1.12% |
$39.3K - $45.3K
|
7.55K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.23% |
$468 - $540
|
440
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.31K- 35.62% |
$614K - $707K
|
2.37K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-26- 1.51% |
$12.2K - $14K
|
1.69K
$952K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5- 1.07% |
$2.34K - $2.7K
|
464
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-737- 26.11% |
$345K - $398K
|
2.09K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.41% |
$4.68K - $5.4K
|
2.44K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$565K - $651K
|
1.21K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23- 1.74% |
$10.8K - $12.4K
|
1.3K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 1.86% |
$93.7K - $108K
|
10.6K
$5.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 2.55% |
$820K - $945K
|
70.5K
$39.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
610+ 6.75% |
$286K - $329K
|
9.65K
$5.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.45K- 62.55% |
$2.08M - $2.4M
|
2.66K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
182+ 1.08% |
$85.2K - $98.2K
|
17.1K
$9.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.85K+ 15.53% |
$864K - $995K
|
13.7K
$7.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-197- 0.76% |
$92.3K - $106K
|
25.6K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18- 3.59% |
$8.43K - $9.71K
|
484
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
583New |
$273K - $315K
|
583
$328K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-5- 0.31% |
$2.34K - $2.7K
|
1.59K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35- 3.4% |
$16.4K - $18.9K
|
993
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$937 - $1.08K
|
2.79K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.22% |
$11.7K - $13.5K
|
11.3K
$6.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
113+ 28.11% |
$52.9K - $61K
|
515
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-66- 4.29% |
$30.9K - $35.6K
|
1.47K
$826K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
218+ 0.59% |
$102K - $118K
|
37.4K
$21M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
97+ 8.88% |
$45.4K - $52.3K
|
1.19K
$668K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
870+ 2.26% |
$407K - $469K
|
39.4K
$22.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
9.84K+ 80.9% |
$4.61M - $5.31M
|
22K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
86+ 0.83% |
$40.3K - $46.4K
|
10.4K
$5.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-6- 0.18% |
$2.81K - $3.24K
|
3.35K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-324- 9.9% |
$152K - $175K
|
2.95K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.19K- 12.44% |
$1.03M - $1.18M
|
15.4K
$8.66M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-786- 17.39% |
$368K - $424K
|
3.73K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-631- 38.95% |
$296K - $340K
|
989
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
9.53K+ 226.17% |
$4.46M - $5.14M
|
13.7K
$7.72M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$468 - $540
|
10.1K
$5.69M
|