Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) 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 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-377- 1.47% |
$64.3K - $75.3K
|
25.3K
$5.35M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.19K+ 14.47% |
$373K - $437K
|
17.3K
$3.66M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-13- 44.83% |
$2.22K - $2.6K
|
16
$3.38K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.36K+ 44.61% |
$914K - $1.07M
|
17.4K
$3.67M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
242+ 20.67% |
$41.3K - $48.3K
|
1.41K
$299K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 25.12% |
$256K - $300K
|
4.47K
$945K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5New |
$853 - $998
|
5
$1.06K
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2- 0.18% |
$341 - $399
|
1.14K
$241K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
26.6K+ 16.45% |
$4.54M - $5.31M
|
188K
$39.8M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$683 - $799
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
364+ 3.26% |
$62.1K - $72.7K
|
11.5K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 17.38% |
$227K - $266K
|
6.33K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-394- 33.08% |
$67.2K - $78.7K
|
797
$168K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-932- 6.32% |
$159K - $186K
|
13.8K
$2.92M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-341- 1.29% |
$58.2K - $68.1K
|
26.1K
$5.52M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.65KNew |
$453K - $530K
|
2.65K
$561K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 10.53% |
$337K - $394K
|
20.7K
$4.38M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
887+ 1.85% |
$151K - $177K
|
48.8K
$10.3M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
297New |
$50.7K - $59.3K
|
297
$62.8K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.06K- 8.86% |
$523K - $612K
|
31.5K
$6.66M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
66+ 1.15% |
$11.3K - $13.2K
|
5.8K
$1.23M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
45.7K+ 3524.61% |
$7.79M - $9.12M
|
47K
$9.93M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.2K+ 23.33% |
$7.02M - $8.22M
|
218K
$46M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
6.45K+ 6.87% |
$1.1M - $1.29M
|
100K
$21.2M
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.14KNew |
$194K - $227K
|
1.14K
$240K
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.5KNew |
$256K - $299K
|
1.5K
$317K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-22.9K- 45.16% |
$3.9M - $4.57M
|
27.8K
$5.87M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 0.76% |
$2.73K - $3.19K
|
2.12K
$449K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13K+ 91.21% |
$2.22M - $2.6M
|
27.3K
$5.78M
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11New |
$1.88K - $2.2K
|
11
$2.32K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.3KNew |
$221K - $259K
|
1.3K
$274K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 30.83% |
$25.3K - $29.6K
|
628
$133K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 37.66% |
$3.83M - $4.48M
|
82K
$17.3M
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.26K+ 9.21% |
$215K - $251K
|
14.9K
$3.15M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
210New |
$35.8K - $41.9K
|
210
$44.4K
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-8.95K- 52.77% |
$1.53M - $1.79M
|
8.01K
$1.69M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20KNew |
$3.41M - $3.99M
|
20K
$4.23M
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
532+ 29.6% |
$90.8K - $106K
|
2.33K
$492K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-20.4K- 87.65% |
$3.48M - $4.07M
|
2.87K
$607K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-789- 19.62% |
$135K - $158K
|
3.23K
$683K
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.67K- 5.06% |
$285K - $334K
|
31.4K
$6.64M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.49K+ 4.4% |
$255K - $298K
|
35.4K
$7.49M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.7% |
$2.39K - $2.8K
|
2K
$423K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.18K- 76.3% |
$1.06M - $1.23M
|
1.92K
$406K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.98K+ 8.88% |
$678K - $794K
|
48.8K
$10.3M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.61K+ 158.0% |
$1.64M - $1.92M
|
15.7K
$3.32M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.25KNew |
$1.58M - $1.85M
|
9.25K
$1.95M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
138KNew |
$23.6M - $27.6M
|
138K
$29.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.98M+ 10544.47% |
$679M - $794M
|
4.02M
$849M
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.78KNew |
$304K - $355K
|
1.78K
$376K
|