Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-193- 1.87% |
$92.9K - $104K
|
10.1K
$5.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-195- 16.21% |
$93.8K - $105K
|
1.01K
$532K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-196- 5.82% |
$94.3K - $105K
|
3.17K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 0.12% |
$94.8K - $106K
|
164K
$86.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-199- 1.54% |
$95.8K - $107K
|
12.7K
$6.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-199- 15.32% |
$95.8K - $107K
|
1.1K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-201- 9.97% |
$96.7K - $108K
|
1.82K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-202- 0.25% |
$97.2K - $109K
|
80.6K
$42.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-203- 6.31% |
$97.7K - $109K
|
3.02K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-204- 3.11% |
$98.2K - $110K
|
6.35K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-204- 5.71% |
$98.2K - $110K
|
3.37K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-205- 13.46% |
$98.7K - $110K
|
1.32K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-206- 8.14% |
$99.1K - $111K
|
2.33K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-207- 1.59% |
$99.6K - $111K
|
12.8K
$6.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-207- 2.89% |
$99.6K - $111K
|
6.97K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-208- 3.97% |
$100K - $112K
|
5.03K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-209- 0.76% |
$101K - $112K
|
27.4K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-210- 27.6% |
$101K - $113K
|
551
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-210- 2.09% |
$101K - $113K
|
9.85K
$5.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-212- 7.22% |
$102K - $114K
|
2.72K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-213- 22.93% |
$102K - $115K
|
716
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-216- 6.54% |
$104K - $116K
|
3.09K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-217- 0.4% |
$104K - $117K
|
53.5K
$28.2M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-217- 9.9% |
$104K - $117K
|
1.97K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 19.95% |
$105K - $117K
|
875
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 3.13% |
$105K - $117K
|
6.74K
$3.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-220- 2.4% |
$106K - $118K
|
8.96K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-222- 1.14% |
$107K - $119K
|
19.3K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-222- 5.05% |
$107K - $119K
|
4.18K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-226- 0.59% |
$109K - $122K
|
38K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-226- 0.72% |
$109K - $122K
|
31.2K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-227- 2.19% |
$109K - $122K
|
10.1K
$5.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-228- 11.63% |
$110K - $123K
|
1.73K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-229- 34.64% |
$110K - $123K
|
432
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-231- 2.33% |
$111K - $124K
|
9.7K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-231- 3.76% |
$111K - $124K
|
5.91K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-233- 0.77% |
$112K - $125K
|
30K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-235- 22.38% |
$113K - $126K
|
815
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-236- 1.71% |
$114K - $127K
|
13.6K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-238- 22.24% |
$115K - $128K
|
832
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-240- 5.28% |
$115K - $129K
|
4.31K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-240- 4.94% |
$115K - $129K
|
4.62K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-242- 13.26% |
$116K - $130K
|
1.58K
$836K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251- 1.04% |
$121K - $135K
|
24K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-254- 0.9% |
$122K - $137K
|
27.9K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-259- 0.61% |
$125K - $139K
|
42.3K
$22.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-265- 1.1% |
$128K - $143K
|
23.8K
$12.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-266- 0.87% |
$128K - $143K
|
30.3K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-269- 0.7% |
$129K - $145K
|
38.1K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-273- 28.35% |
$131K - $147K
|
690
$364K
|