Avantax Advisory Services, Inc. Iqvia Holdings Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Iqvia Holdings Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,012 shares of IQV stock, worth $2.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,012

Previous 6,429 55.73%

Holding current value

$2.04 Million

Previous $1.36 Million 74.47%

% of portfolio

0.02%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$206.81 - $251.55 $741,000 - $901,303	3,583 Added 55.73%	10,012 $2.37 Million
Q2 2024 Aug 09, 2024	BUY	$211.18 - $248.87 $779,465 - $918,579	3,691 Added 134.81%	6,429 $1.36 Million
Q1 2024 May 08, 2024	BUY	$208.23 - $259.1 $7,496 - $9,327	36 Added 1.33%	2,738 $692,000
Q4 2023 Feb 07, 2024	BUY	$177.16 - $232.73 $135,704 - $178,271	766 Added 39.57%	2,702 $625,000
Q3 2023 Nov 07, 2023	BUY	$196.75 - $231.96 $30,299 - $35,721	154 Added 8.64%	1,936 $380,000
Q2 2023 Aug 11, 2023	BUY	$183.66 - $224.77 $33,242 - $40,683	181 Added 11.31%	1,782 $400,000
Q1 2023 Apr 28, 2023	BUY	$188.0 - $240.65 $18,048 - $23,102	96 Added 6.38%	1,601 $318,000
Q4 2022 Feb 13, 2023	BUY	$172.45 - $226.53 $16,382 - $21,520	95 Added 6.74%	1,505 $308,000
Q3 2022 Nov 01, 2022	SELL	$181.14 - $248.26 $1,811 - $2,482	-10 Reduced 0.7%	1,410 $255,000
Q2 2022 Aug 02, 2022	BUY	$196.45 - $252.29 $12,376 - $15,894	63 Added 4.64%	1,420 $308,000
Q1 2022 Apr 27, 2022	SELL	$210.56 - $273.58 $218,771 - $284,249	-1,039 Reduced 43.36%	1,357 $315,000
Q4 2021 Jan 24, 2022	SELL	$238.37 - $282.61 $92,725 - $109,935	-389 Reduced 13.97%	2,396 $676,000
Q3 2021 Oct 21, 2021	BUY	$239.54 - $265.23 $169,354 - $187,517	707 Added 34.02%	2,785 $668,000
Q2 2021 Jul 29, 2021	BUY	$198.06 - $246.77 $411,568 - $512,788	2,078 New	2,078 $503,000
Q4 2020 Jan 22, 2021	SELL	$153.99 - $180.39 $303,514 - $355,548	-1,971 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$141.28 - $169.75 $278,462 - $334,577	1,971 New	1,971 $312,000
Q1 2020 Apr 30, 2020	SELL	$84.0 - $166.11 $130,788 - $258,633	-1,557 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$137.59 - $155.95 $19,675 - $22,300	143 Added 10.11%	1,557 $240,000
Q3 2019 Nov 08, 2019	SELL	$148.25 - $161.46 $25,795 - $28,094	-174 Reduced 10.96%	1,414 $212,000
Q2 2019 Aug 06, 2019	SELL	$132.28 - $160.9 $5,423 - $6,596	-41 Reduced 2.52%	1,588 $256,000
Q1 2019 May 13, 2019	BUY	$109.96 - $144.45 $179,124 - $235,309	1,629 New	1,629 $234,000

Others Institutions Holding IQV

# of Institutions

1,138

Shares Held

142M

Call Options Held

828K

Put Options Held

951K

View Full List

About IQVIA HOLDINGS INC.

Ticker IQV
Exchange NYSE
Sector Healthcare
Industry Diagnostics & Research
Shares Outstandng 185,740,000
Market Cap $37.8B
Description
IQVIA Holdings Inc. provides advanced analytics, technology solutions, and clinical research services to the life sciences industry in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The ...

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Avantax Advisory Services, Inc. Iqvia Holdings Inc. Transaction History