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 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-11K- 5.47% |
$2.27M - $2.76M
|
190K
$33.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-204- 9.42% |
$42.2K - $51.3K
|
1.96K
$348K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 2.0% |
$207K - $252K
|
49K
$8.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
945New |
$195K - $238K
|
945
$168K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 2.22% |
$6.2K - $7.55K
|
1.38K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.51K
|
6
$1.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.25% |
$827 - $1.01K
|
1.62K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.03K - $1.26K
|
5
$887
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-621- 39.38% |
$128K - $156K
|
956
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4New |
$827 - $1.01K
|
4
$710
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
425New |
$87.9K - $107K
|
425
$75.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-500- 0.7% |
$103K - $126K
|
71.2K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$620 - $755
|
3
$532
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.53K+ 165.26% |
$730K - $888K
|
5.67K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$7.86K - $9.56K
|
38
$6.74K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3New |
$620 - $755
|
3
$532
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 2.54% |
$4.34K - $5.28K
|
847
$150K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
941New |
$195K - $237K
|
941
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
868New |
$180K - $218K
|
868
$154K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
885New |
$183K - $223K
|
885
$157K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
468New |
$96.8K - $118K
|
468
$83K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 10.83% |
$3.52K - $4.28K
|
174
$30.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$207 - $252
|
1
$177
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
41+ 3.56% |
$8.48K - $10.3K
|
1.19K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.42K+ 4066.67% |
$706K - $859K
|
3.5K
$621K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 69.23% |
$1.86K - $2.26K
|
4
$710
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.48K - $3.02K
|
12
$2.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.4KNew |
$290K - $352K
|
1.4K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$620 - $755
|
3
$532
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$827 - $1.01K
|
4
$710
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$2.9K - $3.52K
|
14
$2.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.8K+ 19.92% |
$372K - $452K
|
10.8K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 3.15% |
$6.2K - $7.55K
|
921
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 4.28% |
$8.48K - $10.3K
|
1K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-21.5K- 9.76% |
$4.44M - $5.41M
|
199K
$35.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 96.88% |
$6.41K - $7.8K
|
1
$177
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 7.82% |
$17K - $20.6K
|
966
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10- 3.0% |
$2.07K - $2.52K
|
323
$57.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 300.0% |
$1.24K - $1.51K
|
8
$1.42K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.97K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.69% |
$9.1K - $11.1K
|
2.55K
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7- 0.49% |
$1.45K - $1.76K
|
1.41K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4+ 0.35% |
$827 - $1.01K
|
1.14K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.44K+ 411.46% |
$1.95M - $2.38M
|
11.7K
$2.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 4.26% |
$414 - $503
|
45
$7.98K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 3.33% |
$8.27K - $10.1K
|
1.16K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
151+ 9.0% |
$31.2K - $38K
|
1.83K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.8K+ 26871.05% |
$8.45M - $10.3M
|
41K
$7.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
835+ 2.3% |
$173K - $210K
|
37.2K
$6.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-74- 2.46% |
$15.3K - $18.6K
|
2.94K
$521K
|