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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8K+ 52.38% |
$1.36M - $1.6M
|
23.3K
$4.53M
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-5- 0.23% |
$853 - $998
|
2.17K
$422K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
28New |
$4.78K - $5.59K
|
28
$5.46K
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3+ 0.23% |
$512 - $599
|
1.31K
$254K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
365+ 365.0% |
$62.3K - $72.9K
|
465
$90.6K
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-45.8K- 52.57% |
$7.81M - $9.14M
|
41.3K
$8.05M
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
121New |
$20.6K - $24.2K
|
121
$23.6K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.9K+ 14.63% |
$2.55M - $2.98M
|
117K
$22.8M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-29.4K- 8.73% |
$5.01M - $5.87M
|
307K
$59.9M
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5.16K+ 188.28% |
$880K - $1.03M
|
7.9K
$1.54M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.98K+ 6.32% |
$337K - $395K
|
33.2K
$6.48M
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.96KNew |
$1.02M - $1.19M
|
5.96K
$1.16M
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$2.72M - $3.18M
|
15.9K
$3.1M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
49.9K+ 80.72% |
$8.51M - $9.95M
|
112K
$21.7M
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.45K+ 4.79% |
$248K - $290K
|
31.8K
$6.2M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.29K+ 20.0% |
$561K - $657K
|
19.7K
$3.84M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.5KNew |
$1.96M - $2.29M
|
11.5K
$2.23M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
17.3K+ 9.92% |
$2.96M - $3.46M
|
192K
$37.4M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.33K+ 51.99% |
$1.08M - $1.26M
|
18.5K
$3.6M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
229+ 763.33% |
$39.1K - $45.7K
|
259
$50.5K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.47K+ 9.33% |
$252K - $294K
|
17.3K
$3.37M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
545+ 26.14% |
$93K - $109K
|
2.63K
$512K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49.1K- 62.52% |
$8.38M - $9.8M
|
29.4K
$5.73M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48New |
$8.19K - $9.58K
|
48
$9.35K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.84K- 2.65% |
$655K - $767K
|
141K
$27.4M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-436- 7.52% |
$74.4K - $87.1K
|
5.36K
$1.04M
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
778+ 60.78% |
$133K - $155K
|
2.06K
$401K
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
137KNew |
$23.4M - $27.3M
|
137K
$26.7M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-19.8K- 95.07% |
$3.38M - $3.95M
|
1.03K
$200K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
368+ 25.68% |
$62.8K - $73.5K
|
1.8K
$351K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-966- 1.09% |
$165K - $193K
|
87.9K
$17.1M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
21.8K+ 579.28% |
$3.71M - $4.34M
|
25.5K
$4.97M
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-467- 4.2% |
$79.7K - $93.2K
|
10.6K
$2.07M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-42- 0.54% |
$7.17K - $8.39K
|
7.78K
$1.52M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 26.37% |
$297K - $348K
|
8.35K
$1.63M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$2.56K - $3K
|
5.6K
$1.09M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-297- 16.52% |
$50.7K - $59.3K
|
1.5K
$292K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 21.95% |
$176K - $206K
|
5.73K
$1.12M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.42K+ 7.51% |
$413K - $483K
|
34.6K
$6.74M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
621+ 253.47% |
$106K - $124K
|
866
$169K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.18K+ 5.4% |
$201K - $235K
|
23K
$4.48M
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-275- 16.31% |
$46.9K - $54.9K
|
1.41K
$275K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
302+ 26.65% |
$51.5K - $60.3K
|
1.44K
$280K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.6K+ 191.6% |
$2.31M - $2.71M
|
20.6K
$4.02M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.78K+ 12.31% |
$1.67M - $1.95M
|
89.3K
$17.4M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-840- 13.63% |
$143K - $168K
|
5.32K
$1.04M
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
484+ 0.31% |
$82.6K - $96.6K
|
156K
$30.4M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
135New |
$23K - $27K
|
135
$26.3K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.02KNew |
$174K - $203K
|
1.02K
$198K
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.32KNew |
$225K - $263K
|
1.32K
$257K
|