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 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-136- 0.39% |
$26K - $32.2K
|
34.5K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 38.46% |
$1.91K - $2.37K
|
16
$3.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-9.75K- 8.07% |
$1.86M - $2.31M
|
111K
$22.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-10- 4.81% |
$1.91K - $2.37K
|
198
$39.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.14K- 19.03% |
$599K - $742K
|
13.3K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.6K- 6.64% |
$687K - $851K
|
50.5K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-36.5K- 99.74% |
$6.96M - $8.63M
|
96
$19.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.26K- 14.8% |
$1.77M - $2.19M
|
53.3K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
690+ 4.07% |
$132K - $163K
|
17.6K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
119+ 0.24% |
$22.7K - $28.2K
|
48.9K
$9.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
26.6K+ 2.6% |
$5.09M - $6.31M
|
1.05M
$211M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
2.7K+ 21.95% |
$516K - $639K
|
15K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.02% |
$191 - $237
|
4.19K
$844K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-36- 40.45% |
$6.87K - $8.52K
|
53
$10.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$8.4K - $10.4K
|
44
$8.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-30.7K- 95.23% |
$5.85M - $7.25M
|
1.54K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
10+ 0.75% |
$1.91K - $2.37K
|
1.35K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
42KNew |
$8.03M - $9.95M
|
42K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 26.59% |
$247K - $307K
|
3.58K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-745- 7.64% |
$142K - $176K
|
9K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-78- 1.24% |
$14.9K - $18.5K
|
6.22K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.38K+ 40.03% |
$263K - $326K
|
4.81K
$969K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
18.4KNew |
$3.52M - $4.36M
|
18.4K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9.75K- 64.07% |
$1.86M - $2.31M
|
5.47K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$5.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-265- 66.25% |
$50.6K - $62.7K
|
135
$27.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-102- 6.38% |
$19.5K - $24.1K
|
1.5K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07KNew |
$204K - $253K
|
1.07K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-197- 5.07% |
$37.6K - $46.6K
|
3.69K
$743K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 12.06% |
$172K - $213K
|
8.36K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-30- 1.82% |
$5.73K - $7.1K
|
1.62K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-319- 5.28% |
$60.9K - $75.5K
|
5.73K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-819- 3.4% |
$156K - $194K
|
23.3K
$4.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-495- 1.31% |
$94.5K - $117K
|
37.3K
$7.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-89.1K- 76.55% |
$17M - $21.1M
|
27.3K
$5.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 100.0% |
$573 - $710
|
6
$1.21K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-322- 5.86% |
$61.5K - $76.2K
|
5.17K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.48% |
$955 - $1.18K
|
1.04K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-13- 0.04% |
$2.48K - $3.08K
|
32.9K
$6.63M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-465- 1.58% |
$88.8K - $110K
|
28.9K
$5.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 27.27% |
$573 - $710
|
14
$2.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.28K+ 40.73% |
$436K - $540K
|
7.88K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
363+ 18.0% |
$69.3K - $85.9K
|
2.38K
$479K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91K+ 14.56% |
$364K - $451K
|
15K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
86+ 0.22% |
$16.4K - $20.4K
|
38.8K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
185+ 83.71% |
$35.3K - $43.8K
|
406
$81.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
842+ 10.01% |
$161K - $199K
|
9.25K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
240+ 4.56% |
$45.8K - $56.8K
|
5.51K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.5K- 88.41% |
$3.35M - $4.15M
|
2.3K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.62KNew |
$309K - $383K
|
1.62K
$326K
|