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 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
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
282+ 3.68% |
$44.5K - $56.6K
|
7.94K
$1.75M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.33% |
$1.42K - $1.81K
|
2.7K
$596K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
782+ 25.05% |
$123K - $157K
|
3.9K
$861K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2+ 0.1% |
$315 - $402
|
2.05K
$452K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.89K - $2.41K
|
12
$2.65K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-378- 13.7% |
$59.6K - $75.9K
|
2.38K
$525K
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-40.8K- 24.1% |
$6.43M - $8.19M
|
128K
$28.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-302- 11.76% |
$47.6K - $60.6K
|
2.27K
$500K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.05K- 3.16% |
$166K - $212K
|
32.3K
$7.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
1.66KNew |
$262K - $334K
|
1.66K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 50.0% |
$31.5K - $40.2K
|
200
$44.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
115+ 0.19% |
$18.1K - $23.1K
|
60.8K
$13.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.11% |
$315 - $402
|
1.77K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 19.31% |
$413K - $526K
|
10.9K
$2.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.06K+ 0.82% |
$167K - $213K
|
130K
$28.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.81K- 3.68% |
$285K - $363K
|
47.3K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 12.02% |
$9.3K - $11.8K
|
432
$95.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-11- 4.49% |
$1.73K - $2.21K
|
234
$51.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-105- 6.18% |
$16.6K - $21.1K
|
1.6K
$352K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 14.29% |
$158 - $201
|
8
$1.76K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-47- 1.62% |
$7.41K - $9.44K
|
2.86K
$631K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 17.65% |
$946 - $1.2K
|
40
$8.82K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
176+ 1.26% |
$27.8K - $35.3K
|
14.2K
$3.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-434- 16.32% |
$68.4K - $87.2K
|
2.23K
$491K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-184- 7.51% |
$29K - $37K
|
2.27K
$500K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38+ 2.28% |
$5.99K - $7.63K
|
1.7K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
496K+ 909.11% |
$78.2M - $99.6M
|
550K
$121M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
39+ 0.04% |
$6.15K - $7.83K
|
92.6K
$20.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
43+ 0.36% |
$6.78K - $8.64K
|
11.9K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.19% |
$3.47K - $4.42K
|
1.87K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-70- 11.61% |
$11K - $14.1K
|
533
$118K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 2.25% |
$280K - $356K
|
80.5K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-195- 6.37% |
$30.7K - $39.2K
|
2.87K
$633K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
78+ 2.87% |
$12.3K - $15.7K
|
2.8K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-902- 4.64% |
$142K - $181K
|
18.5K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-299K- 29.12% |
$47.2M - $60.1M
|
728K
$161M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 16.33% |
$1.26K - $1.61K
|
57
$12.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 37.8% |
$1.95M - $2.48M
|
45.1K
$9.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-40- 1.91% |
$6.31K - $8.03K
|
2.05K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3KNew |
$473K - $602K
|
3K
$662K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-14.6K- 75.59% |
$2.3M - $2.93M
|
4.71K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.6K+ 27.5% |
$252K - $321K
|
7.41K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33+ 2.54% |
$5.2K - $6.63K
|
1.33K
$294K
|
|