Purchases and Sales Made in Q4 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2024. The information is specifically focused on institutions that hold shares of IQVIA HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-997- 27.53% |
$190K - $236K
|
2.63K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1K- 13.17% |
$192K - $238K
|
6.62K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.02K- 0.75% |
$195K - $241K
|
135K
$26.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.04K- 2.75% |
$198K - $246K
|
36.7K
$7.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.05K- 78.82% |
$201K - $249K
|
283
$56K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 16.63% |
$213K - $264K
|
5.6K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.14K- 12.04% |
$218K - $270K
|
8.34K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.16K- 1.93% |
$222K - $275K
|
59K
$11.7M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.19K- 25.17% |
$227K - $281K
|
3.54K
$699K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.2K- 6.19% |
$230K - $284K
|
18.2K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 26.59% |
$247K - $307K
|
3.58K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.31K- 99.39% |
$251K - $311K
|
8
$1.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.31K- 77.84% |
$251K - $311K
|
374
$74K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 15.27% |
$292K - $362K
|
8.48K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.76K- 2.85% |
$336K - $416K
|
60K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.86K- 2.81% |
$354K - $439K
|
64.3K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.1K- 56.51% |
$401K - $497K
|
1.62K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.17K- 51.73% |
$414K - $513K
|
2.02K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.19K- 4.85% |
$417K - $517K
|
42.9K
$8.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.2K- 2.41% |
$420K - $520K
|
89.1K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.25K- 2.29% |
$429K - $532K
|
96K
$19M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.33K- 3.28% |
$445K - $551K
|
68.7K
$13.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.36K- 47.57% |
$451K - $559K
|
2.61K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 14.01% |
$460K - $570K
|
14.8K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.54K- 2.44% |
$485K - $601K
|
101K
$20.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.78K- 48.75% |
$531K - $657K
|
2.92K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.78K- 21.38% |
$531K - $658K
|
10.2K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.91K- 40.63% |
$556K - $689K
|
4.26K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.13K- 69.57% |
$597K - $740K
|
1.37K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.14K- 19.03% |
$599K - $742K
|
13.3K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.19K- 23.89% |
$610K - $755K
|
10.2K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.25K- 2.74% |
$620K - $768K
|
115K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.56K- 99.97% |
$681K - $843K
|
1
$198
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.6K- 6.64% |
$687K - $851K
|
50.5K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.66K- 1.37% |
$698K - $865K
|
264K
$52.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.83K- 4.47% |
$731K - $905K
|
81.8K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4K- 2.85% |
$764K - $946K
|
136K
$27M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-5.05K- 82.39% |
$964K - $1.19M
|
1.08K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.41K- 5.01% |
$1.03M - $1.28M
|
103K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.44K- 12.59% |
$1.04M - $1.29M
|
37.7K
$7.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.46K- 21.93% |
$1.04M - $1.29M
|
19.4K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6.23K- 59.15% |
$1.19M - $1.47M
|
4.3K
$851K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.9K- 16.29% |
$1.32M - $1.63M
|
35.5K
$7.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-7.1K- 9.92% |
$1.36M - $1.68M
|
64.5K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-7.19K- 4.58% |
$1.37M - $1.7M
|
150K
$29.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.64K- 30.96% |
$1.46M - $1.81M
|
17K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.99K- 37.64% |
$1.53M - $1.89M
|
13.2K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.31K- 55.57% |
$1.59M - $1.97M
|
6.64K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-8.45K- 3.96% |
$1.61M - $2M
|
205K
$40.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-8.54K- 24.07% |
$1.63M - $2.02M
|
26.9K
$5.33M
|