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 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.67K- 12.13% |
$344K - $419K
|
12.1K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-749- 12.74% |
$155K - $188K
|
5.13K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.89K+ 67.8% |
$805K - $980K
|
9.64K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6+ 0.29% |
$1.24K - $1.51K
|
2.07K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
129+ 2.09% |
$26.7K - $32.4K
|
6.3K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
871+ 33.94% |
$180K - $219K
|
3.44K
$671K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
69New |
$14.3K - $17.4K
|
69
$13.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.66K- 7.19% |
$342K - $416K
|
21.4K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-176K- 71.76% |
$36.4M - $44.2M
|
69.2K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 44.17% |
$11K - $13.3K
|
173
$33.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
52K+ 26.9% |
$10.7M - $13.1M
|
245K
$47.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.15K+ 37.33% |
$650K - $791K
|
11.6K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
253+ 19.43% |
$52.3K - $63.6K
|
1.56K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.3K+ 8.33% |
$9.57M - $11.6M
|
601K
$117M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
90+ 30.0% |
$18.6K - $22.6K
|
390
$76.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
38.3K+ 3.89% |
$7.92M - $9.64M
|
1.02M
$200M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
970New |
$201K - $244K
|
970
$189K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-68- 5.64% |
$14.1K - $17.1K
|
1.14K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
43.5K+ 4.78% |
$8.99M - $10.9M
|
953K
$186M
|
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-450- 33.11% |
$93.1K - $113K
|
909
$177K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.04K+ 8.64% |
$215K - $262K
|
13.1K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-2.08K- 5.23% |
$430K - $523K
|
37.7K
$7.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
41+ 3.01% |
$8.48K - $10.3K
|
1.41K
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
55+ 34.16% |
$11.4K - $13.8K
|
216
$42.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-215- 4.63% |
$44.5K - $54.1K
|
4.43K
$865K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-188- 0.76% |
$38.9K - $47.3K
|
24.7K
$4.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.56K+ 8.41% |
$529K - $643K
|
32.9K
$6.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.97K+ 17.34% |
$408K - $497K
|
13.4K
$2.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 425.0% |
$7.03K - $8.55K
|
42
$8.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-4.16K- 4.08% |
$860K - $1.05M
|
97.8K
$19.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
65+ 4.08% |
$13.4K - $16.4K
|
1.66K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81New |
$16.8K - $20.4K
|
81
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 4.25% |
$2.69K - $3.27K
|
319
$62.2K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.7K- 5.41% |
$558K - $679K
|
47.2K
$9.21M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
114+ 7.02% |
$23.6K - $28.7K
|
1.74K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
885New |
$183K - $223K
|
885
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-139- 1.13% |
$28.7K - $35K
|
12.2K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 1.16% |
$23.8K - $28.9K
|
9.81K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.36K- 1.12% |
$487K - $593K
|
208K
$40.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
305+ 0.34% |
$63.1K - $76.7K
|
91.3K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 3.47% |
$20.3K - $24.7K
|
2.72K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-180- 0.26% |
$37.2K - $45.3K
|
69.7K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$47K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
115+ 1.16% |
$23.8K - $28.9K
|
10.1K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 6.86% |
$1.45K - $1.76K
|
109
$21.3K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-62- 6.18% |
$12.8K - $15.6K
|
941
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.6KNew |
$1.16M - $1.41M
|
5.6K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
259+ 2.13% |
$53.6K - $65.2K
|
12.4K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
4.06K+ 7.98% |
$839K - $1.02M
|
54.9K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 12.0% |
$3.72K - $4.53K
|
168
$32.8K
|