Latest Institutional Transactions on Iqvia Holdings Inc. (IQV)
This table provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-16- 36.36% |
$3.17K - $3.58K
|
28
$6.18K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
333K+ 41.59% |
$65.9M - $74.3M
|
1.13M
$250M
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-61- 1.02% |
$12.1K - $13.6K
|
5.91K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-9.87K- 8.24% |
$1.96M - $2.21M
|
110K
$24.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
236+ 4.69% |
$46.8K - $52.8K
|
5.27K
$1.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-146K- 94.73% |
$29M - $32.7M
|
8.15K
$1.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
736New |
$146K - $165K
|
736
$162K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.56K- 8.4% |
$309K - $349K
|
17K
$3.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 41.67% |
$991 - $1.12K
|
17
$3.75K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 4.08% |
$1.19K - $1.34K
|
153
$33.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 11.11% |
$793 - $894
|
40
$8.82K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
174+ 8.84% |
$34.5K - $38.9K
|
2.14K
$473K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-605- 5.43% |
$120K - $135K
|
10.5K
$2.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
SELL
|
- |
-60- 57.14% |
$11.9K - $13.4K
|
45
$9.93K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
43.4K+ 33.62% |
$8.61M - $9.71M
|
173K
$38.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 5.36% |
$595 - $671
|
53
$11.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
976New |
$193K - $218K
|
976
$215K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.02KNew |
$202K - $228K
|
1.02K
$225K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
209New |
$41.4K - $46.7K
|
209
$46.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-15- 0.18% |
$2.97K - $3.35K
|
8.33K
$1.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-12- 0.58% |
$2.38K - $2.68K
|
2.07K
$456K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.74K+ 899.08% |
$1.93M - $2.18M
|
10.8K
$2.39M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
6+ 0.52% |
$1.19K - $1.34K
|
1.16K
$255K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
5.39K+ 3.06% |
$1.07M - $1.2M
|
181K
$40M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-21- 1.0% |
$4.16K - $4.69K
|
2.07K
$457K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 11.11% |
$396 - $447
|
20
$4.41K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
4.15K+ 2.15% |
$823K - $928K
|
198K
$43.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-924- 17.38% |
$183K - $207K
|
4.39K
$969K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.89% |
$1.98K - $2.24K
|
1.14K
$251K
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
111New |
$22K - $24.8K
|
111
$24.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
153+ 1912.5% |
$30.3K - $34.2K
|
161
$35.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.85K+ 19.9% |
$564K - $637K
|
17.2K
$3.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-279- 8.72% |
$55.3K - $62.4K
|
2.92K
$645K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11New |
$2.18K - $2.46K
|
11
$2.43K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7- 0.31% |
$1.39K - $1.56K
|
2.25K
$496K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
144+ 1.74% |
$28.5K - $32.2K
|
8.4K
$1.85M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.28K- 5.76% |
$253K - $285K
|
20.9K
$4.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
5.5KNew |
$1.09M - $1.23M
|
5.5K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.1KNew |
$217K - $245K
|
1.1K
$242K
|
|
|
Jan 21, 2026
Q4 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
69.8KNew |
$13.8M - $15.6M
|
69.8K
$15.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
906New |
$180K - $203K
|
906
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 0.11% |
$595 - $671
|
2.79K
$616K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-490- 18.8% |
$97.1K - $110K
|
2.12K
$467K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20New |
$3.96K - $4.47K
|
20
$4.41K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.78K- 3.76% |
$353K - $398K
|
45.6K
$10.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 24.41% |
$6.14K - $6.93K
|
158
$34.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
522+ 4.37% |
$103K - $117K
|
12.5K
$2.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-283- 3.46% |
$56.1K - $63.3K
|
7.89K
$1.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-66- 28.21% |
$13.1K - $14.8K
|
168
$37.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
940New |
$186K - $210K
|
940
$207K
|
|