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 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-70- 17.07% |
$13.9K - $15.6K
|
340
$75K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.9K+ 2.87% |
$376K - $424K
|
67.9K
$15M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.15K+ 174.32% |
$1.62M - $1.82M
|
12.8K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-35- 0.1% |
$6.94K - $7.82K
|
36.2K
$7.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
63+ 2.2% |
$12.5K - $14.1K
|
2.93K
$647K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
195KNew |
$38.7M - $43.6M
|
195K
$43.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
316+ 3.98% |
$62.6K - $70.6K
|
8.25K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
984New |
$195K - $220K
|
984
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4New |
$793 - $894
|
4
$882
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-142- 5.96% |
$28.1K - $31.7K
|
2.24K
$494K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-47- 3.19% |
$9.31K - $10.5K
|
1.43K
$315K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 25.51% |
$438K - $494K
|
10.9K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-185- 6.47% |
$36.7K - $41.4K
|
2.68K
$590K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.11% |
$396 - $447
|
1.77K
$391K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 58.06% |
$3.57K - $4.02K
|
49
$10.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
912New |
$181K - $204K
|
912
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
629+ 5.54% |
$125K - $141K
|
12K
$2.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
14.1K+ 30.4% |
$2.79M - $3.15M
|
60.4K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.6K+ 53.33% |
$317K - $358K
|
4.6K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
187+ 3.33% |
$37.1K - $41.8K
|
5.81K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4- 0.23% |
$793 - $894
|
1.7K
$375K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
420+ 0.49% |
$83.2K - $93.9K
|
85.6K
$18.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
89+ 12.01% |
$17.6K - $19.9K
|
830
$183K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
12+ 0.99% |
$2.38K - $2.68K
|
1.22K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 55.56% |
$2.97K - $3.35K
|
12
$2.65K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-236- 5.01% |
$46.8K - $52.8K
|
4.48K
$988K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
350+ 26.24% |
$69.4K - $78.2K
|
1.68K
$372K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 51.52% |
$6.74K - $7.6K
|
100
$22.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.59KNew |
$315K - $355K
|
1.59K
$351K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-73- 3.65% |
$14.5K - $16.3K
|
1.93K
$426K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
158+ 6.97% |
$31.3K - $35.3K
|
2.42K
$535K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.73K- 7.3% |
$740K - $835K
|
47.4K
$10.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-114- 1.61% |
$22.6K - $25.5K
|
6.95K
$1.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.33K+ 48.16% |
$463K - $522K
|
7.18K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 300.0% |
$1.19K - $1.34K
|
8
$1.76K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-262- 16.81% |
$51.9K - $58.6K
|
1.3K
$286K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
58+ 3.3% |
$11.5K - $13K
|
1.81K
$400K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
116+ 17.34% |
$23K - $25.9K
|
785
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
30+ 0.51% |
$5.95K - $6.71K
|
5.94K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.73K+ 4.0% |
$343K - $387K
|
44.9K
$9.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 5.56% |
$198 - $224
|
19
$4.19K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
968New |
$192K - $216K
|
968
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.98K- 11.84% |
$392K - $442K
|
14.7K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-400- 4.78% |
$79.3K - $89.4K
|
7.96K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.97% |
$4.36K - $4.92K
|
2.24K
$495K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-3.2K- 13.25% |
$634K - $715K
|
20.9K
$4.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-83- 2.13% |
$16.4K - $18.6K
|
3.82K
$843K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.76% |
$991 - $1.12K
|
659
$145K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2- 0.11% |
$396 - $447
|
1.84K
$406K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$664K - $749K
|
3.35K
$739K
|
|