A detailed history of Phillips Wealth Planners LLC transactions in Iqvia Holdings Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,488 shares of IQV stock, worth $328,267. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,488
Previous 1,364 9.09%
Holding current value
$328,267
Previous $224 Million 35.99%
% of portfolio
0.25%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$157.68 - $200.82 $19,552 - $24,901
124 Added 9.09%
1,488 $305 Million
Q2 2025

Jul 11, 2025

BUY
$137.0 - $174.37 $186,868 - $237,840
1,364 New
1,364 $224 Million
Q3 2024

Oct 28, 2024

BUY
$206.81 - $251.55 $8,479 - $10,313
41 Added 3.56%
1,194 $278 Million
Q2 2024

Aug 02, 2024

BUY
$211.18 - $248.87 $30,621 - $36,086
145 Added 14.38%
1,153 $244 Million
Q1 2024

Apr 29, 2024

BUY
$208.23 - $259.1 $209,895 - $261,172
1,008 New
1,008 $231 Million

Others Institutions Holding IQV

About IQVIA HOLDINGS INC.


  • Ticker IQV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Diagnostics & Research
  • Shares Outstandng 185,740,000
  • Market Cap $41B
  • 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 ...
More about IQV
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.