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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$53.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-204- 9.42% |
$42.2K - $51.3K
|
1.96K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
945New |
$195K - $238K
|
945
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 2.22% |
$6.2K - $7.55K
|
1.38K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.51K
|
6
$1.32K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.25% |
$827 - $1.01K
|
1.62K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4New |
$827 - $1.01K
|
4
$882
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
425New |
$87.9K - $107K
|
425
$93.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$7.86K - $9.56K
|
38
$8.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 2.54% |
$4.34K - $5.28K
|
847
$187K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
868New |
$180K - $218K
|
868
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
885New |
$183K - $223K
|
885
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
468New |
$96.8K - $118K
|
468
$103K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$207 - $252
|
1
$221
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.42K+ 4066.67% |
$706K - $859K
|
3.5K
$772K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 69.23% |
$1.86K - $2.26K
|
4
$882
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.48K - $3.02K
|
12
$2.65K
|
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.4KNew |
$290K - $352K
|
1.4K
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$620 - $755
|
3
$662
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$827 - $1.01K
|
4
$882
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.8K+ 19.92% |
$372K - $452K
|
10.8K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 3.15% |
$6.2K - $7.55K
|
921
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 96.88% |
$6.41K - $7.8K
|
1
$221
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 7.82% |
$17K - $20.6K
|
966
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$6.18K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.44K+ 411.46% |
$1.95M - $2.38M
|
11.7K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 4.26% |
$414 - $503
|
45
$9.93K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 3.33% |
$8.27K - $10.1K
|
1.16K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.8K+ 26871.05% |
$8.45M - $10.3M
|
41K
$9.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
34New |
$7.03K - $8.55K
|
34
$7.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4K+ 2.55% |
$4.22M - $5.13M
|
821K
$181M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.2K- 12.13% |
$12.9M - $15.7M
|
451K
$99.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
66New |
$13.6K - $16.6K
|
66
$14.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
871New |
$180K - $219K
|
871
$192K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-104- 9.68% |
$21.5K - $26.2K
|
970
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1KNew |
$207K - $252K
|
1K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
6+ 0.6% |
$1.24K - $1.51K
|
1.01K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
31+ 3.02% |
$6.41K - $7.8K
|
1.06K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.87KNew |
$387K - $470K
|
1.87K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$331K - $402K
|
1.6K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-15- 1.58% |
$3.1K - $3.77K
|
934
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.78K+ 21.55% |
$2.02M - $2.46M
|
55.2K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
297New |
$61.4K - $74.7K
|
297
$65.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.04KNew |
$215K - $261K
|
1.04K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-6- 0.51% |
$1.24K - $1.51K
|
1.17K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.85KNew |
$383K - $466K
|
1.85K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-25- 2.3% |
$5.17K - $6.29K
|
1.06K
$234K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
868New |
$180K - $218K
|
868
$191K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$8.89K - $10.8K
|
43
$9.49K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.69K- 87.13% |
$348K - $424K
|
249
$54.9K
|
|