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 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
|
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
|
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
|
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
|
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
|
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
|
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
|
Brighton Jones LLC
|
BUY
|
- |
1.6K+ 27.5% |
$252K - $321K
|
7.41K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.22KNew |
$192K - $244K
|
1.22K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-116- 1.26% |
$18.3K - $23.3K
|
9.08K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.07KNew |
$169K - $215K
|
1.07K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
685+ 172.11% |
$108K - $138K
|
1.08K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-130- 0.58% |
$20.5K - $26.1K
|
22.2K
$4.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.53KNew |
$241K - $307K
|
1.53K
$338K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2K- 5.81% |
$315K - $402K
|
32.4K
$7.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-213- 15.86% |
$33.6K - $42.8K
|
1.13K
$249K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-58- 0.96% |
$9.15K - $11.6K
|
5.97K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.05% |
$158 - $201
|
2.06K
$455K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.51KNew |
$238K - $303K
|
1.51K
$333K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
11.9K+ 24.14% |
$1.87M - $2.39M
|
61.1K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
26+ 4.15% |
$4.1K - $5.22K
|
652
$144K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-843- 4.64% |
$133K - $169K
|
17.3K
$3.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
67.5K+ 143.64% |
$10.7M - $13.6M
|
115K
$25.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-35- 1.6% |
$5.52K - $7.03K
|
2.15K
$474K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.06K- 27.07% |
$168K - $213K
|
2.86K
$632K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.79% |
$158 - $201
|
127
$28K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
540+ 94.74% |
$85.1K - $108K
|
1.11K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32+ 213.33% |
$5.05K - $6.43K
|
47
$10.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 6.62% |
$1.42K - $1.81K
|
145
$32K
|
|
|
Oct 07, 2025
Q3 2025
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-3K- 16.3% |
$473K - $602K
|
15.4K
$3.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.68K- 29.91% |
$265K - $337K
|
3.94K
$868K
|
|