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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.36KNew |
$187K - $238K
|
1.36K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
25.3K+ 1415.21% |
$3.47M - $4.41M
|
27.1K
$4.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-183K- 46.12% |
$25.1M - $32M
|
214K
$34.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
406+ 150.93% |
$55.6K - $70.8K
|
675
$109K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
791+ 104.35% |
$108K - $138K
|
1.55K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-193- 8.46% |
$26.4K - $33.7K
|
2.09K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
101+ 34.01% |
$13.8K - $17.6K
|
398
$64.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-908- 35.3% |
$124K - $158K
|
1.66K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-23.8K- 52.14% |
$3.25M - $4.14M
|
21.8K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.67K+ 6.52% |
$777K - $989K
|
92.6K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
34K+ 42.81% |
$4.66M - $5.93M
|
113K
$18.4M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.25KNew |
$172K - $218K
|
1.25K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.03K+ 53.02% |
$963K - $1.23M
|
20.3K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
333New |
$45.6K - $58.1K
|
333
$54K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
292+ 12.6% |
$40K - $50.9K
|
2.61K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
821+ 15.33% |
$112K - $143K
|
6.18K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.08K+ 11.17% |
$148K - $188K
|
10.8K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
754+ 2.24% |
$103K - $131K
|
34.4K
$5.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
5+ 71.43% |
$685 - $872
|
12
$1.94K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.75K+ 4.55% |
$239K - $305K
|
40.2K
$6.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.31K+ 330.02% |
$590K - $752K
|
5.62K
$910K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-20- 0.64% |
$2.74K - $3.49K
|
3.1K
$503K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
703+ 13.21% |
$96.3K - $123K
|
6.02K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
255+ 4.13% |
$34.9K - $44.5K
|
6.44K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.26KNew |
$446K - $568K
|
3.26K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-639- 3.2% |
$87.5K - $111K
|
19.3K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-15- 0.55% |
$2.06K - $2.62K
|
2.72K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 83.28% |
$202K - $257K
|
3.24K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17KNew |
$2.33M - $2.96M
|
17K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.03KNew |
$278K - $354K
|
2.03K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 4.33% |
$1.92K - $2.44K
|
309
$50.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.37K+ 113.18% |
$873K - $1.11M
|
12K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-921- 26.11% |
$126K - $161K
|
2.61K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-31- 1.65% |
$4.25K - $5.41K
|
1.85K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
62+ 4.62% |
$8.49K - $10.8K
|
1.4K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
157+ 16.65% |
$21.5K - $27.4K
|
1.1K
$178K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-10- 19.23% |
$1.37K - $1.74K
|
42
$6.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7+ 30.43% |
$959 - $1.22K
|
30
$4.86K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
169+ 24.96% |
$23.2K - $29.5K
|
846
$137K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.18K+ 19772.73% |
$298K - $379K
|
2.19K
$354K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.35K- 37.79% |
$459K - $585K
|
5.52K
$895K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-45- 0.49% |
$6.17K - $7.85K
|
9.2K
$1.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.18K+ 21.45% |
$572K - $728K
|
23.7K
$3.83M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-469- 98.53% |
$64.3K - $81.8K
|
7
$1.13K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
2.81K+ 14.47% |
$385K - $490K
|
22.2K
$3.6M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-26.2K- 49.58% |
$4.63M - $5.51M
|
26.7K
$4.32M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
7.85KNew |
$1.38M - $1.65M
|
7.85K
$1.27M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-458- 25.96% |
$80.7K - $96.2K
|
1.31K
$212K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
197+ 5.84% |
$34.7K - $41.4K
|
3.57K
$578K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.3K+ 7.28% |
$228K - $272K
|
19.1K
$3.09M
|
|