Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQJ) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.62K- 22.78% |
$70K - $79.5K
|
8.88K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-20.8K- 41.19% |
$557K - $633K
|
29.8K
$962K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 0.57% |
$348 - $395
|
2.28K
$73.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.2K- 16.31% |
$192K - $219K
|
36.9K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
213New |
$5.7K - $6.47K
|
213
$6.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
167+ 1.13% |
$4.47K - $5.07K
|
15K
$485K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
196+ 2.12% |
$5.24K - $5.95K
|
9.43K
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1- 0.02% |
$26.7 - $30.4
|
5.28K
$171K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.59K- 35.56% |
$230K - $261K
|
15.6K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.39K+ 3.28% |
$37.2K - $42.2K
|
43.8K
$1.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$341K - $387K
|
12.8K
$412K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.57KNew |
$228K - $247K
|
8.57K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.33KNew |
$168K - $183K
|
6.33K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.1KNew |
$454K - $492K
|
17.1K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-488- 76.13% |
$13K - $14.1K
|
153
$4.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
32.2K+ 13.16% |
$857K - $929K
|
277K
$8.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
76+ 0.96% |
$2.02K - $2.19K
|
8.01K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.76K- 17.63% |
$73.4K - $79.6K
|
12.9K
$417K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
143+ 1.54% |
$3.8K - $4.12K
|
9.44K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.52K- 84.44% |
$40.4K - $43.8K
|
280
$9.05K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-479- 60.79% |
$12.7K - $13.8K
|
309
$9.99K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.43KNew |
$64.6K - $70K
|
2.43K
$78.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.01KNew |
$80K - $86.8K
|
3.01K
$97.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-107- 15.48% |
$2.85K - $3.09K
|
584
$18.9K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.47K- 25.62% |
$252K - $273K
|
27.5K
$889K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.17% |
$53.2 - $57.7
|
1.2K
$38.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.43KNew |
$144K - $156K
|
5.43K
$175K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$452 - $490
|
17
$549
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$13.3K - $14.4K
|
500
$16.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
841+ 1201.43% |
$22.4K - $24.3K
|
911
$29.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10K- 46.93% |
$267K - $289K
|
11.3K
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
146+ 0.45% |
$3.88K - $4.21K
|
32.4K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
63.4KNew |
$1.69M - $1.83M
|
63.4K
$2.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.1% |
$53.2 - $57.7
|
2.02K
$65.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7.98KNew |
$212K - $230K
|
7.98K
$258K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$25.8 - $29
|
160
$5.17K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.67KNew |
$94.7K - $106K
|
3.67K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40+ 66.67% |
$1.03K - $1.16K
|
100
$3.23K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-620- 5.5% |
$16K - $18K
|
10.7K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 13.42% |
$45.1K - $50.6K
|
14.8K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$64.5K - $72.4K
|
2.5K
$80.8K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 107.29% |
$261K - $292K
|
19.5K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.13% |
$51.6 - $57.9
|
1.52K
$49.1K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11.8KNew |
$305K - $342K
|
11.8K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.41% |
$25.8 - $29
|
244
$7.89K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
227New |
$5.86K - $6.57K
|
227
$7.34K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.05K- 11.39% |
$27.1K - $30.4K
|
8.16K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-188- 57.67% |
$4.85K - $5.44K
|
138
$4.46K
|
|