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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-195- 37.07% |
$4.73K - $5.12K
|
331
$10.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
45+ 12.33% |
$1.09K - $1.18K
|
410
$13.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
68+ 39.31% |
$1.65K - $1.79K
|
241
$7.79K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-11.4K- 42.15% |
$277K - $300K
|
15.7K
$507K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 91.18% |
$752 - $814
|
3
$97
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.25K+ 1.27% |
$54.5K - $59K
|
180K
$5.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-5.06K- 37.48% |
$123K - $133K
|
8.44K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-528- 72.53% |
$12.8K - $13.9K
|
200
$6.46K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.53K- 22.58% |
$61.3K - $66.3K
|
8.67K
$280K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-32.6K- 65.93% |
$791K - $856K
|
16.9K
$545K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500New |
$11.9K - $13.6K
|
500
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-279- 1.99% |
$6.63K - $7.57K
|
13.7K
$444K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 5.12% |
$1.12K - $1.28K
|
871
$28.2K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.52KNew |
$203K - $231K
|
8.52K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
481New |
$11.4K - $13.1K
|
481
$15.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.41KNew |
$33.5K - $38.2K
|
1.41K
$45.5K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
750New |
$17.8K - $20.4K
|
750
$24.2K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.57K+ 59.97% |
$84.8K - $96.9K
|
9.52K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$404 - $461
|
17
$549
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
1.53KNew |
$36.3K - $41.5K
|
1.53K
$49.4K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.15K- 2.44% |
$27.2K - $31.1K
|
45.9K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
165+ 97.06% |
$3.92K - $4.48K
|
335
$10.8K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
194+ 2.19% |
$4.61K - $5.27K
|
9.07K
$293K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.57K- 84.08% |
$37.4K - $42.7K
|
298
$9.63K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-54- 1.93% |
$1.28K - $1.47K
|
2.75K
$88.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.75K - $5.43K
|
200
$6.46K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$143 - $163
|
6
$194
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
313+ 2.6% |
$6.78K - $8K
|
12.4K
$400K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-10.9KClosed |
$237K - $280K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
62New |
$1.34K - $1.59K
|
62
$2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
446New |
$9.66K - $11.4K
|
446
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
27.3KNew |
$591K - $698K
|
27.3K
$882K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
96New |
$2.08K - $2.45K
|
96
$3.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$286K - $338K
|
13.2K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.92K- 98.75% |
$171K - $202K
|
100
$3.23K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-200- 56.66% |
$4.33K - $5.11K
|
153
$4.94K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
48.9K+ 30.48% |
$1.06M - $1.25M
|
209K
$6.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
160New |
$3.46K - $4.09K
|
160
$5.17K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
300New |
$6.5K - $7.67K
|
300
$9.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.4KNew |
$572K - $676K
|
26.4K
$854K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
141New |
$3.05K - $3.61K
|
141
$4.56K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.81K- 40.63% |
$147K - $174K
|
9.95K
$322K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
181New |
$3.92K - $4.63K
|
181
$5.85K
|
|
| Q3 2022 | |||||||
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
47+ 0.29% |
$1.04K - $1.29K
|
16.1K
$520K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-64.6K- 16.57% |
$1.43M - $1.78M
|
325K
$10.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.43K - $5.5K
|
200
$6.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.1KNew |
$357K - $443K
|
16.1K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
BUY
|
- |
61.8K+ 204.59% |
$1.37M - $1.7M
|
92K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
900+ 128.57% |
$19.9K - $24.8K
|
1.6K
$51.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11Closed |
$244 - $303
|
0
$0
|
|