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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
3.24K+ 1628.64% |
$511K - $651K
|
3.44K
$759K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
32+ 47.06% |
$5.05K - $6.43K
|
100
$22.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-400- 4.68% |
$63.1K - $80.3K
|
8.16K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 0.46% |
$47.3K - $60.2K
|
65K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
41.8KNew |
$6.59M - $8.39M
|
41.8K
$9.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
18+ 1.16% |
$2.84K - $3.61K
|
1.57K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
857+ 32.41% |
$135K - $172K
|
3.5K
$772K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.42K- 17.82% |
$381K - $486K
|
11.2K
$2.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-494- 1.41% |
$77.9K - $99.2K
|
34.7K
$7.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
350New |
$55.2K - $70.3K
|
350
$77.2K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.11K- 32.91% |
$1.44M - $1.83M
|
18.6K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
5.27K+ 37.14% |
$831K - $1.06M
|
19.5K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.12KNew |
$177K - $226K
|
1.12K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
192+ 50.0% |
$30.3K - $38.6K
|
576
$127K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-361- 0.49% |
$56.9K - $72.5K
|
73.7K
$16.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.62K- 5.65% |
$256K - $326K
|
27.1K
$5.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
610+ 3.55% |
$96.2K - $123K
|
17.8K
$3.93M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 28.57% |
$315 - $402
|
5
$1.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.12K+ 2.39% |
$177K - $226K
|
48.1K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.06K+ 10.52% |
$325K - $414K
|
21.7K
$4.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
63.3K+ 56.27% |
$9.99M - $12.7M
|
176K
$38.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.06% |
$158 - $201
|
1.56K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-510- 5.31% |
$80.4K - $102K
|
9.1K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
357+ 18.8% |
$56.3K - $71.7K
|
2.26K
$498K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 3.27% |
$8.99K - $11.4K
|
1.69K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.29K+ 0.81% |
$203K - $258K
|
160K
$35.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-5.83K- 15.49% |
$919K - $1.17M
|
31.8K
$7.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.42KNew |
$539K - $687K
|
3.42K
$754K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$1.26K - $1.61K
|
8
$1.76K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
4.4KNew |
$693K - $883K
|
4.4K
$970K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
394+ 13.45% |
$62.1K - $79.1K
|
3.32K
$733K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
10+ 6.1% |
$1.58K - $2.01K
|
174
$38.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$315 - $402
|
2
$441
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-7.37K- 0.93% |
$1.16M - $1.48M
|
786K
$173M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 1.46% |
$24.8K - $31.5K
|
10.6K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$315 - $402
|
2
$441
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
62.5KNew |
$9.85M - $12.5M
|
62.5K
$13.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-662- 1.26% |
$104K - $133K
|
52K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
North Growth Management Ltd.
|
BUY
|
- |
11K+ 33.33% |
$1.73M - $2.21M
|
44K
$9.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.1K+ 13.9% |
$174K - $222K
|
9.04K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-28K- 35.32% |
$4.42M - $5.62M
|
51.3K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
473+ 3.84% |
$74.6K - $95K
|
12.8K
$2.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
557+ 17.09% |
$87.8K - $112K
|
3.82K
$842K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
215+ 13.8% |
$33.9K - $43.2K
|
1.77K
$391K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
151K+ 666.16% |
$23.8M - $30.3M
|
174K
$38.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
623+ 4.09% |
$98.2K - $125K
|
15.9K
$3.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
18New |
$2.84K - $3.61K
|
18
$3.97K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34+ 106.25% |
$5.36K - $6.83K
|
66
$14.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123New |
$19.4K - $24.7K
|
123
$27.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.13KNew |
$178K - $227K
|
1.13K
$249K
|
|