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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
14.1K+ 9.47% |
$2.29M - $2.58M
|
163K
$35M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
625New |
$102K - $115K
|
625
$135K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$229K - $257K
|
1.4K
$302K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
153KNew |
$25M - $28.1M
|
153K
$32.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
474+ 1.24% |
$77.3K - $87K
|
38.8K
$8.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
4.53KNew |
$738K - $831K
|
4.53K
$974K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.17K+ 41.37% |
$190K - $214K
|
3.98K
$857K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 3.24% |
$979 - $1.1K
|
191
$41.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 50.0% |
$5.38K - $6.06K
|
33
$7.11K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
49New |
$7.99K - $9K
|
49
$10.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2+ 0.11% |
$326 - $367
|
1.78K
$384K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.24K- 85.32% |
$855K - $962K
|
902
$194K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.6K- 95.65% |
$1.08M - $1.21M
|
300
$64.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-469- 11.08% |
$76.5K - $86.1K
|
3.76K
$810K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 19.95% |
$724K - $815K
|
26.7K
$5.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33New |
$5.38K - $6.06K
|
33
$7.11K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
17New |
$2.77K - $3.12K
|
17
$3.66K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$196K - $220K
|
1.2K
$258K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
626+ 30.99% |
$102K - $115K
|
2.65K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.18KNew |
$519K - $584K
|
3.18K
$685K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$8.51M - $9.58M
|
52.2K
$11.2M
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
240New |
$33.9K - $40.6K
|
240
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
1.38KNew |
$195K - $234K
|
1.38K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 25.95% |
$12.6K - $15.1K
|
432
$93K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$141 - $169
|
1
$215
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-728- 29.33% |
$103K - $123K
|
1.75K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Union Investments & Development Ltd.
|
SELL
|
- |
-90.1K- 48.89% |
$12.7M - $15.3M
|
94.2K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19KNew |
$2.68M - $3.22M
|
19K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51+ 0.55% |
$7.2K - $8.64K
|
9.28K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.72KNew |
$242K - $291K
|
1.72K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-429- 1.75% |
$60.6K - $72.7K
|
24.1K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$282K - $338K
|
1.99K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
PUT |
1.4KNew |
$198K - $237K
|
1.4K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-301- 60.56% |
$42.5K - $51K
|
196
$42.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$333K - $399K
|
2.35K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 28.13% |
$3.81K - $4.57K
|
123
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$170K - $203K
|
1.2K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
478New |
$67.5K - $80.9K
|
478
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.81K+ 28.28% |
$397K - $476K
|
12.7K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 42.58% |
$2.24M - $2.69M
|
21.4K
$4.61M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.93KNew |
$555K - $666K
|
3.93K
$847K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.91KNew |
$411K - $493K
|
2.91K
$627K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
124+ 8.88% |
$17.5K - $21K
|
1.52K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.62K+ 9.83% |
$511K - $613K
|
40.4K
$8.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.28KNew |
$180K - $216K
|
1.28K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.84KNew |
$260K - $312K
|
1.84K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
80New |
$11.3K - $13.5K
|
80
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 73.65% |
$512K - $614K
|
1.3K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.64KNew |
$232K - $278K
|
1.64K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.48KNew |
$350K - $420K
|
2.48K
$534K
|
|