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 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-95- 6.16% |
$44.5K - $51.3K
|
1.45K
$812K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
PUT |
27.4K+ 123.42% |
$12.8M - $14.8M
|
49.6K
$27.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 0.83% |
$7.03K - $8.09K
|
1.83K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
PUT |
3.2KNew |
$1.5M - $1.73M
|
3.2K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-58- 2.73% |
$27.2K - $31.3K
|
2.07K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.37K+ 30.46% |
$643K - $741K
|
5.88K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.3K+ 42.08% |
$4.35M - $5.02M
|
31.4K
$17.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
25.3K+ 18.79% |
$11.8M - $13.6M
|
160K
$89.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.17K- 6.7% |
$2.89M - $3.33M
|
85.9K
$48.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-213- 0.66% |
$99.8K - $115K
|
32.1K
$18.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-869- 61.37% |
$407K - $469K
|
547
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 1.03% |
$27.6K - $31.8K
|
5.77K
$3.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
24New |
$11.2K - $12.9K
|
24
$13.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.24K- 3.02% |
$1.05M - $1.21M
|
71.7K
$40.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.93K+ 3.2% |
$1.84M - $2.12M
|
127K
$71.2M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 2.17% |
$5.62K - $6.47K
|
565
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.01K+ 5.66% |
$943K - $1.09M
|
37.6K
$21.1M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
15+ 1.27% |
$7.03K - $8.09K
|
1.19K
$670K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-352- 0.94% |
$165K - $190K
|
37K
$20.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$1.87K - $2.16K
|
3.96K
$2.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-4- 0.29% |
$1.87K - $2.16K
|
1.4K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$15.9K - $18.3K
|
2.48K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
22.8K+ 9.84% |
$10.7M - $12.3M
|
255K
$143M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-34- 0.58% |
$15.9K - $18.3K
|
5.83K
$3.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-163- 1.4% |
$76.3K - $87.9K
|
11.5K
$6.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-250- 5.15% |
$117K - $135K
|
4.6K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-69- 4.63% |
$32.3K - $37.2K
|
1.42K
$799K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-232- 18.99% |
$109K - $125K
|
990
$556K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-48- 0.89% |
$22.5K - $25.9K
|
5.37K
$3.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696+ 202.33% |
$326K - $376K
|
1.04K
$584K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
683+ 32.2% |
$320K - $368K
|
2.8K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.8K- 86.88% |
$9.26M - $10.7M
|
2.99K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.4% |
$7.03K - $8.09K
|
3.73K
$2.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-33- 2.37% |
$15.5K - $17.8K
|
1.36K
$763K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 2.32% |
$8.9K - $10.3K
|
800
$449K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-259- 8.77% |
$121K - $140K
|
2.69K
$1.51M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.48M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.67K- 4.26% |
$780K - $898K
|
37.4K
$21M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.08% |
$937 - $1.08K
|
2.62K
$1.47M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$44.5K - $51.3K
|
19.7K
$11M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$511K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
206+ 18.58% |
$96.5K - $111K
|
1.32K
$739K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.83% |
$70.3K - $80.9K
|
2.05K
$1.15M
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
3.82KNew |
$1.84M - $2.05M
|
3.82K
$2.14M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
166New |
$79.9K - $89.3K
|
166
$93.3K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-250- 0.63% |
$120K - $135K
|
39.3K
$22.1M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
646+ 0.4% |
$311K - $348K
|
164K
$91.9M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.13KNew |
$546K - $610K
|
1.13K
$637K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
4KNew |
$1.92M - $2.15M
|
4K
$2.25M
|
|