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 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.59KNew |
$442K - $517K
|
2.59K
$504K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 8.58% |
$598K - $699K
|
44.3K
$8.64M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
84+ 0.63% |
$14.3K - $16.8K
|
13.3K
$2.6M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.28K- 39.56% |
$389K - $455K
|
3.48K
$678K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
234+ 3.46% |
$39.9K - $46.7K
|
6.99K
$1.36M
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-98- 0.56% |
$16.7K - $19.6K
|
17.3K
$3.38M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.15K+ 16.04% |
$196K - $229K
|
8.3K
$1.62M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.25K- 15.71% |
$895K - $1.05M
|
28.1K
$5.48M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.58K+ 14.88% |
$611K - $715K
|
27.6K
$5.39M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.35K+ 8.0% |
$400K - $468K
|
31.7K
$6.17M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.29K+ 268.13% |
$220K - $257K
|
1.77K
$344K
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
127+ 8.13% |
$21.7K - $25.4K
|
1.69K
$329K
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25+ 0.77% |
$4.27K - $4.99K
|
3.26K
$635K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14K- 99.02% |
$2.38M - $2.79M
|
138
$26.9K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-10.9K- 18.22% |
$1.87M - $2.18M
|
49.1K
$9.57M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
448+ 2.87% |
$76.4K - $89.5K
|
16K
$3.12M
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
240+ 2.78% |
$41K - $47.9K
|
8.88K
$1.73M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21- 1.81% |
$3.58K - $4.19K
|
1.14K
$222K
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.02KNew |
$174K - $203K
|
1.02K
$198K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$353K - $413K
|
2.07K
$403K
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
34.1KNew |
$5.82M - $6.81M
|
34.1K
$6.64M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-256- 9.68% |
$43.7K - $51.1K
|
2.39K
$465K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
540+ 40.09% |
$92.1K - $108K
|
1.89K
$368K
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.09KNew |
$186K - $217K
|
1.09K
$212K
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-8.95K- 19.42% |
$1.53M - $1.79M
|
37.1K
$7.23M
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
658KNew |
$112M - $131M
|
658K
$128M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.57KNew |
$267K - $313K
|
1.57K
$305K
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
64+ 2.06% |
$10.9K - $12.8K
|
3.16K
$616K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.23K+ 2029.09% |
$381K - $446K
|
2.34K
$456K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33+ 3.96% |
$5.63K - $6.59K
|
867
$169K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.76% |
$171 - $200
|
132
$25.7K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.97K+ 39.98% |
$336K - $394K
|
6.9K
$1.35M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.4K+ 17.1% |
$14.1M - $16.5M
|
565K
$110M
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
100+ 0.14% |
$17.1K - $20K
|
70.6K
$13.8M
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
167+ 29.98% |
$28.5K - $33.3K
|
724
$141K
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.81K- 1.14% |
$1.5M - $1.76M
|
762K
$148M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22+ 0.46% |
$3.75K - $4.39K
|
4.8K
$935K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
3.94KNew |
$672K - $786K
|
3.94K
$767K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-60- 6.51% |
$10.2K - $12K
|
861
$168K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-405- 24.95% |
$69.1K - $80.9K
|
1.22K
$237K
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
9.64K+ 10.18% |
$1.64M - $1.92M
|
104K
$20.3M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.24K+ 24.09% |
$211K - $247K
|
6.37K
$1.24M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41K+ 50.45% |
$240K - $281K
|
4.2K
$819K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
149K+ 1510.17% |
$25.5M - $29.8M
|
159K
$31M
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-819- 0.59% |
$140K - $164K
|
138K
$26.8M
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.11K- 10.66% |
$360K - $422K
|
17.7K
$3.45M
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.71KNew |
$292K - $342K
|
1.71K
$334K
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3+ 0.17% |
$512 - $599
|
1.82K
$354K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
445+ 2.99% |
$75.9K - $88.9K
|
15.3K
$2.98M
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.46K+ 23.44% |
$249K - $291K
|
7.67K
$1.49M
|