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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
240New |
$33.9K - $40.6K
|
240
$56.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
1.38KNew |
$195K - $234K
|
1.38K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 25.95% |
$12.6K - $15.1K
|
432
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$141 - $169
|
1
$237
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-728- 29.33% |
$103K - $123K
|
1.75K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Union Investments & Development Ltd.
|
SELL
|
- |
-90.1K- 48.89% |
$12.7M - $15.3M
|
94.2K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.72KNew |
$242K - $291K
|
1.72K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-429- 1.75% |
$60.6K - $72.7K
|
24.1K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$282K - $338K
|
1.99K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
PUT |
1.4KNew |
$198K - $237K
|
1.4K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$333K - $399K
|
2.35K
$557K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$170K - $203K
|
1.2K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
478New |
$67.5K - $80.9K
|
478
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.81K+ 28.28% |
$397K - $476K
|
12.7K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 42.58% |
$2.24M - $2.69M
|
21.4K
$5.07M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.93KNew |
$555K - $666K
|
3.93K
$930K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.91KNew |
$411K - $493K
|
2.91K
$689K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.62K+ 9.83% |
$511K - $613K
|
40.4K
$9.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.84KNew |
$260K - $312K
|
1.84K
$435K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
80New |
$11.3K - $13.5K
|
80
$18.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 73.65% |
$512K - $614K
|
1.3K
$307K
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.64KNew |
$232K - $278K
|
1.64K
$388K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.48KNew |
$350K - $420K
|
2.48K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
252New |
$35.6K - $42.7K
|
252
$59.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$3.96K - $4.74K
|
28
$6.62K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$370K - $444K
|
2.62K
$619K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.29KNew |
$182K - $218K
|
1.29K
$305K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$28.3K - $33.9K
|
200
$47.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.27K - $1.52K
|
9
$2.13K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
556New |
$78.5K - $94.2K
|
556
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 50.0% |
$42.4K - $50.8K
|
300
$71K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
300New |
$42.4K - $50.8K
|
300
$71K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1New |
$141 - $169
|
1
$237
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.6K- 15.96% |
$1.36M - $1.63M
|
50.5K
$12M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$4.49K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.46K+ 100.0% |
$795K - $866K
|
10.9K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
29.8KNew |
$4.34M - $4.73M
|
29.8K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.4KNew |
$5.73M - $6.25M
|
39.4K
$9.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151New |
$22K - $24K
|
151
$35.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
40.1KNew |
$5.84M - $6.36M
|
40.1K
$9.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25- 2.49% |
$3.64K - $3.97K
|
978
$231K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3KNew |
$436K - $475K
|
3K
$708K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.09K+ 32.6% |
$304K - $331K
|
8.49K
$2.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$199K - $216K
|
1.36K
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-13.4K- 79.84% |
$1.95M - $2.13M
|
3.39K
$801K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
284New |
$41.4K - $45.1K
|
284
$67.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84New |
$10.7K - $12.8K
|
84
$19.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$16.8K - $20.1K
|
132
$31.2K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
687+ 3.12% |
$87.6K - $105K
|
22.7K
$5.37M
|
|