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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
5.14KNew |
$549K - $621K
|
5.14K
$1.09M
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 8.07% |
$225K - $254K
|
28.1K
$5.94M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
64New |
$6.85K - $7.74K
|
64
$13.5K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$268K - $303K
|
2.51K
$530K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
198New |
$21.2K - $23.9K
|
198
$41.8K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.99% |
$6.1K - $6.89K
|
2.81K
$594K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.54% |
$1.28K - $1.45K
|
2.23K
$471K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
460New |
$49.2K - $55.6K
|
460
$97.2K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.21KNew |
$451K - $509K
|
4.21K
$891K
|
|
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
490KNew |
$52.4M - $59.2M
|
490K
$104M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.85KNew |
$305K - $344K
|
2.85K
$602K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$3.21K - $3.63K
|
30
$6.34K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-319- 8.94% |
$34.1K - $38.6K
|
3.25K
$687K
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
3.64KNew |
$389K - $440K
|
3.64K
$769K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
323New |
$34.6K - $39K
|
323
$68.3K
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
43.5KNew |
$4.65M - $5.26M
|
43.5K
$9.19M
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-305- 84.25% |
$32.6K - $36.9K
|
57
$12K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
8KNew |
$856K - $967K
|
8K
$1.69M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65New |
$6.96K - $7.86K
|
65
$13.7K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
273New |
$29.2K - $33K
|
273
$57.7K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
170New |
$18.2K - $20.5K
|
170
$35.9K
|
|
Q3 2022 | |||||||
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.93KClosed |
$433K - $539K
|
0
$0
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.12KNew |
$563K - $701K
|
5.12K
$1.08M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.37KNew |
$151K - $188K
|
1.37K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
244KNew |
$26.8M - $33.4M
|
244K
$51.5M
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.9KNew |
$319K - $397K
|
2.9K
$613K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15K+ 11.14% |
$1.65M - $2.06M
|
150K
$31.7M
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3New |
$330 - $411
|
3
$634
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.69KNew |
$626K - $780K
|
5.69K
$1.2M
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-11Closed |
$1.21K - $1.51K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.5K+ 64.76% |
$165K - $205K
|
3.81K
$805K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.16K- 24.67% |
$458K - $570K
|
12.7K
$2.69M
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.44% |
$1.32K - $1.64K
|
2.76K
$583K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21New |
$2.31K - $2.88K
|
21
$4.44K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
9.09KNew |
$999K - $1.24M
|
9.09K
$1.92M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
70+ 166.67% |
$7.7K - $9.59K
|
112
$23.7K
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
84.3K+ 267.83% |
$9.27M - $11.5M
|
116K
$24.5M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
2.2KNew |
$242K - $301K
|
2.2K
$465K
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
93.4KNew |
$10.3M - $12.8M
|
93.4K
$19.7M
|
|
Q2 2022 | |||||||
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.49KClosed |
$501K - $681K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
266New |
$29.7K - $40.4K
|
266
$56.2K
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-129KClosed |
$14.4M - $19.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.51KClosed |
$168K - $229K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36+ 360.0% |
$4.02K - $5.47K
|
46
$9.72K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-223Closed |
$24.9K - $33.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
6KNew |
$670K - $911K
|
6K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.8KNew |
$760K - $1.03M
|
6.8K
$1.44M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2New |
$223 - $304
|
2
$423
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3K- 50.0% |
$335K - $456K
|
3K
$634K
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1KClosed |
$570K - $774K
|
0
$0
|