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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
171+ 63.57% |
$27K - $34.3K
|
440
$97.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-887- 31.63% |
$140K - $178K
|
1.92K
$423K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.38K- 1.65% |
$218K - $278K
|
82.6K
$18.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
19K+ 16.89% |
$3M - $3.82M
|
132K
$29M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6+ 0.15% |
$946 - $1.2K
|
4.11K
$907K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-626- 41.65% |
$98.7K - $126K
|
877
$193K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.16KNew |
$183K - $233K
|
1.16K
$256K
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-77- 4.49% |
$12.1K - $15.5K
|
1.64K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
21.1K+ 315.18% |
$3.32M - $4.23M
|
27.7K
$6.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
19.5KNew |
$3.08M - $3.93M
|
19.5K
$4.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-915- 6.19% |
$144K - $184K
|
13.9K
$3.06M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$473 - $602
|
3
$662
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-14- 25.0% |
$2.21K - $2.81K
|
42
$9.27K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
316+ 18.03% |
$49.8K - $63.5K
|
2.07K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4K+ 135.88% |
$631K - $804K
|
6.95K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
SELL
|
- |
-700- 10.94% |
$110K - $141K
|
5.7K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.09K- 28.14% |
$330K - $420K
|
5.34K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 33.33% |
$1.42K - $1.81K
|
36
$7.94K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.03K- 22.98% |
$162K - $207K
|
3.45K
$761K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-544- 14.08% |
$85.8K - $109K
|
3.32K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
323+ 4.8% |
$50.9K - $64.9K
|
7.05K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.7K+ 50.42% |
$1.68M - $2.14M
|
31.8K
$7.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.2K- 5.41% |
$3.98M - $5.07M
|
441K
$97.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.03K+ 14.35% |
$162K - $206K
|
8.18K
$1.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.43KNew |
$540K - $688K
|
3.43K
$756K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
61.7K+ 21.86% |
$9.73M - $12.4M
|
344K
$75.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
75.2KNew |
$11.9M - $15.1M
|
75.2K
$16.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
344+ 14.45% |
$54.2K - $69.1K
|
2.73K
$601K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 13.64% |
$1.42K - $1.81K
|
75
$16.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
11.9K+ 10.17% |
$1.88M - $2.4M
|
129K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
632+ 6.02% |
$99.7K - $127K
|
11.1K
$2.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
103+ 0.36% |
$16.2K - $20.7K
|
28.9K
$6.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.46K+ 31.23% |
$546K - $696K
|
14.6K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
856New |
$135K - $172K
|
856
$189K
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5.5K+ 10.43% |
$867K - $1.1M
|
58.3K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
93+ 5.65% |
$14.7K - $18.7K
|
1.74K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13- 9.7% |
$2.05K - $2.61K
|
121
$26.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
191+ 15.85% |
$30.1K - $38.4K
|
1.4K
$308K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-5.81K- 4.04% |
$916K - $1.17M
|
138K
$30.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 30.22% |
$318K - $405K
|
8.7K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
55K+ 382.48% |
$8.68M - $11.1M
|
69.4K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49KNew |
$234K - $298K
|
1.49K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
271+ 6.38% |
$42.7K - $54.4K
|
4.52K
$997K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-863- 11.44% |
$136K - $173K
|
6.68K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
801+ 69.83% |
$126K - $161K
|
1.95K
$430K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-26- 41.27% |
$4.1K - $5.22K
|
37
$8.16K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-185- 3.36% |
$29.2K - $37.2K
|
5.32K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
12+ 0.52% |
$1.89K - $2.41K
|
2.3K
$507K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.09KNew |
$171K - $218K
|
1.09K
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-99- 18.79% |
$15.6K - $19.9K
|
428
$94.4K
|
|