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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14+ 116.67% |
$1.92K - $2.44K
|
26
$5.74K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-779- 21.48% |
$107K - $136K
|
2.85K
$628K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-17.4K- 47.31% |
$2.38M - $3.03M
|
19.4K
$4.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
PUT |
20KNew |
$2.74M - $3.49M
|
20K
$4.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
75New |
$10.3K - $13.1K
|
75
$16.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
156+ 10.74% |
$21.4K - $27.2K
|
1.61K
$355K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.81KNew |
$385K - $490K
|
2.81K
$620K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-5.26K- 73.87% |
$720K - $916K
|
1.86K
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 62.5% |
$685 - $872
|
3
$662
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 50.0% |
$137 - $174
|
3
$662
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
189+ 185.29% |
$25.9K - $33K
|
291
$64.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-123- 3.19% |
$16.9K - $21.4K
|
3.73K
$822K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-117K- 47.11% |
$16M - $20.3M
|
131K
$28.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 0.66% |
$6.85K - $8.72K
|
7.52K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
8.04KNew |
$1.1M - $1.4M
|
8.04K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-14- 0.86% |
$1.92K - $2.44K
|
1.62K
$357K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.84K+ 59.57% |
$663K - $844K
|
13K
$2.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.05% |
$411 - $523
|
5.55K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.62K- 51.93% |
$222K - $283K
|
1.5K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-1.07K- 26.68% |
$147K - $187K
|
2.94K
$649K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.83K+ 23.28% |
$250K - $319K
|
9.68K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.21K- 98.62% |
$440K - $560K
|
45
$9.93K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-841- 23.94% |
$115K - $147K
|
2.67K
$589K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
7.93K+ 4.16% |
$1.09M - $1.38M
|
199K
$43.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
95New |
$13K - $16.6K
|
95
$21K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
16New |
$2.19K - $2.79K
|
16
$3.53K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.99K+ 3992.0% |
$547K - $696K
|
4.09K
$903K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52+ 1733.33% |
$7.12K - $9.07K
|
55
$12.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-157- 41.87% |
$21.5K - $27.4K
|
218
$48.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
123+ 22.0% |
$16.9K - $21.4K
|
682
$150K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-109- 9.93% |
$14.9K - $19K
|
989
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$1.1K - $1.39K
|
8
$1.76K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.54K- 65.74% |
$348K - $443K
|
1.32K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.18KNew |
$298K - $380K
|
2.18K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.63K- 54.45% |
$634K - $807K
|
3.87K
$854K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-539- 22.73% |
$73.8K - $94K
|
1.83K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-1.03K- 43.22% |
$142K - $180K
|
1.36K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-225- 4.92% |
$30.8K - $39.2K
|
4.35K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-15- 0.23% |
$2.06K - $2.62K
|
6.53K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.99KNew |
$547K - $696K
|
3.99K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 2.99% |
$274 - $349
|
69
$15.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.13K+ 13.11% |
$155K - $197K
|
9.77K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-594- 95.96% |
$81.4K - $104K
|
25
$5.52K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
54+ 3.48% |
$7.4K - $9.42K
|
1.61K
$354K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
441+ 28.64% |
$60.4K - $76.9K
|
1.98K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 350.0% |
$1.92K - $2.44K
|
18
$3.97K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
37+ 0.82% |
$5.07K - $6.45K
|
4.56K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
46+ 42.99% |
$6.3K - $8.02K
|
153
$33.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.83% |
$685 - $872
|
605
$133K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 15.82% |
$3.43K - $4.36K
|
183
$40.4K
|
|