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, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-164- 1.63% |
$31.3K - $38.8K
|
9.9K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-14.9K- 26.51% |
$2.85M - $3.53M
|
41.3K
$8.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-574- 73.59% |
$110K - $136K
|
206
$42.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-491- 18.35% |
$93.8K - $116K
|
2.19K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.18K+ 28.7% |
$416K - $516K
|
9.78K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
88.3KNew |
$16.9M - $20.9M
|
88.3K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
204+ 11.37% |
$39K - $48.3K
|
2K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
6.39KNew |
$1.22M - $1.51M
|
6.39K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-36- 1.55% |
$6.87K - $8.52K
|
2.28K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
169New |
$32.3K - $40K
|
169
$34.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-124K- 65.0% |
$23.7M - $29.3M
|
66.8K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
583+ 2.79% |
$111K - $138K
|
21.5K
$4.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
250K+ 68.46% |
$47.8M - $59.3M
|
616K
$127M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
306+ 29.71% |
$58.4K - $72.4K
|
1.34K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
172+ 1.02% |
$32.8K - $40.7K
|
17K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-890- 9.08% |
$170K - $211K
|
8.92K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.56K- 99.97% |
$681K - $843K
|
1
$205
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-159- 2.68% |
$30.4K - $37.6K
|
5.78K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-945- 34.5% |
$180K - $224K
|
1.79K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
661+ 9.83% |
$126K - $156K
|
7.38K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-269- 19.0% |
$51.4K - $63.7K
|
1.15K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-331- 8.94% |
$63.2K - $78.3K
|
3.37K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
141+ 4.92% |
$26.9K - $33.4K
|
3.01K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.25K- 2.74% |
$620K - $768K
|
115K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
8.22KNew |
$1.57M - $1.95M
|
8.22K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.83KNew |
$349K - $433K
|
1.83K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-130K- 99.55% |
$24.8M - $30.8M
|
588
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
821+ 18.71% |
$157K - $194K
|
5.21K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-395- 25.14% |
$75.4K - $93.5K
|
1.18K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 12.5% |
$573 - $710
|
21
$4.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-115- 0.19% |
$22K - $27.2K
|
59.4K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-198- 0.99% |
$37.8K - $46.9K
|
19.8K
$4.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 0.16% |
$2.48K - $3.08K
|
8.22K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 9.09% |
$28.1K - $34.8K
|
1.47K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 13.05% |
$290K - $360K
|
13.2K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 90.0% |
$3.44K - $4.26K
|
38
$7.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10- 15.38% |
$1.91K - $2.37K
|
55
$11.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-10.8K- 7.92% |
$2.06M - $2.55M
|
125K
$25.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
511+ 4.46% |
$97.6K - $121K
|
12K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-296- 1.66% |
$56.5K - $70K
|
17.5K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-530- 14.3% |
$101K - $125K
|
3.18K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6.23K- 59.15% |
$1.19M - $1.47M
|
4.3K
$884K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
98+ 4.74% |
$18.7K - $23.2K
|
2.17K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-23- 0.18% |
$4.39K - $5.44K
|
12.8K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
500+ 9.17% |
$95.5K - $118K
|
5.95K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.13K- 69.57% |
$597K - $740K
|
1.37K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-511- 4.5% |
$97.6K - $121K
|
10.8K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
492+ 18.24% |
$94K - $116K
|
3.19K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$2.48K - $3.08K
|
13
$2.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-997- 27.53% |
$190K - $236K
|
2.63K
$539K
|