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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-631- 0.65% |
$125K - $141K
|
96.4K
$21.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-8- 0.29% |
$1.59K - $1.79K
|
2.72K
$599K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-539- 4.72% |
$107K - $120K
|
10.9K
$2.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 24.31% |
$20.8K - $23.5K
|
537
$118K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
16New |
$3.17K - $3.58K
|
16
$3.53K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
146K+ 1791.58% |
$29M - $32.7M
|
155K
$34.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
251+ 19.0% |
$49.7K - $56.1K
|
1.57K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-30- 1.4% |
$5.95K - $6.71K
|
2.12K
$468K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.25% |
$39.6K - $44.7K
|
8.7K
$1.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
54.7K+ 39.64% |
$10.8M - $12.2M
|
193K
$42.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107+ 3.96% |
$21.2K - $23.9K
|
2.81K
$619K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-515- 0.4% |
$102K - $115K
|
129K
$28.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-411- 13.4% |
$81.4K - $91.9K
|
2.66K
$586K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-70- 17.07% |
$13.9K - $15.6K
|
340
$75K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.9K+ 2.87% |
$376K - $424K
|
67.9K
$15M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.15K+ 174.32% |
$1.62M - $1.82M
|
12.8K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-35- 0.1% |
$6.94K - $7.82K
|
36.2K
$7.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
63+ 2.2% |
$12.5K - $14.1K
|
2.93K
$647K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
195KNew |
$38.7M - $43.6M
|
195K
$43.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
316+ 3.98% |
$62.6K - $70.6K
|
8.25K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
984New |
$195K - $220K
|
984
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4New |
$793 - $894
|
4
$882
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-142- 5.96% |
$28.1K - $31.7K
|
2.24K
$494K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-47- 3.19% |
$9.31K - $10.5K
|
1.43K
$315K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 25.51% |
$438K - $494K
|
10.9K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-185- 6.47% |
$36.7K - $41.4K
|
2.68K
$590K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.11% |
$396 - $447
|
1.77K
$391K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 58.06% |
$3.57K - $4.02K
|
49
$10.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
912New |
$181K - $204K
|
912
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.86KNew |
$369K - $416K
|
1.86K
$411K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 90.91% |
$1.98K - $2.24K
|
21
$4.63K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
629+ 5.54% |
$125K - $141K
|
12K
$2.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
14.1K+ 30.4% |
$2.79M - $3.15M
|
60.4K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.6K+ 53.33% |
$317K - $358K
|
4.6K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
187+ 3.33% |
$37.1K - $41.8K
|
5.81K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4- 0.23% |
$793 - $894
|
1.7K
$375K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
420+ 0.49% |
$83.2K - $93.9K
|
85.6K
$18.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
89+ 12.01% |
$17.6K - $19.9K
|
830
$183K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
12+ 0.99% |
$2.38K - $2.68K
|
1.22K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 55.56% |
$2.97K - $3.35K
|
12
$2.65K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-236- 5.01% |
$46.8K - $52.8K
|
4.48K
$988K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
350+ 26.24% |
$69.4K - $78.2K
|
1.68K
$372K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 51.52% |
$6.74K - $7.6K
|
100
$22.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.59KNew |
$315K - $355K
|
1.59K
$351K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-73- 3.65% |
$14.5K - $16.3K
|
1.93K
$426K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
158+ 6.97% |
$31.3K - $35.3K
|
2.42K
$535K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.73K- 7.3% |
$740K - $835K
|
47.4K
$10.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-114- 1.61% |
$22.6K - $25.5K
|
6.95K
$1.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.33K+ 48.16% |
$463K - $522K
|
7.18K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 300.0% |
$1.19K - $1.34K
|
8
$1.76K
|
|