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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
334+ 2.33% |
$58.9K - $70.1K
|
14.7K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-269- 11.05% |
$47.4K - $56.5K
|
2.17K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-328- 7.82% |
$57.8K - $68.9K
|
3.87K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-51- 1.96% |
$8.99K - $10.7K
|
2.55K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
514+ 27.71% |
$90.6K - $108K
|
2.37K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-202- 2.24% |
$35.6K - $42.4K
|
8.82K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-26- 25.0% |
$4.58K - $5.46K
|
78
$12.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
64+ 2.67% |
$11.3K - $13.4K
|
2.46K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$353 - $420
|
2
$320
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
98+ 22.37% |
$17.3K - $20.6K
|
536
$85.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-761- 16.5% |
$134K - $160K
|
3.85K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
21.7K+ 201.61% |
$3.82M - $4.55M
|
32.4K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-352- 2.39% |
$62.1K - $73.9K
|
14.4K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10New |
$1.76K - $2.1K
|
10
$1.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-221- 1.14% |
$39K - $46.4K
|
19.2K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.4K- 3.2% |
$1.13M - $1.34M
|
193K
$31M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 85.08% |
$253K - $302K
|
3.13K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
20.1K+ 33.91% |
$3.54M - $4.21M
|
79.3K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.39K- 58.33% |
$1.48M - $1.76M
|
5.99K
$959K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-198- 11.96% |
$34.9K - $41.6K
|
1.46K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.1K- 0.96% |
$1.78M - $2.12M
|
1.04M
$167M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-12.5K- 2.04% |
$2.21M - $2.63M
|
604K
$96.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-162- 4.81% |
$28.6K - $34K
|
3.21K
$514K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8New |
$1.41K - $1.68K
|
8
$1.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
68New |
$12K - $14.3K
|
68
$10.9K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.83K- 5.06% |
$1.38M - $1.64M
|
147K
$23.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
224+ 0.66% |
$39.5K - $47K
|
34K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-856- 0.84% |
$151K - $180K
|
101K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
35+ 0.03% |
$6.17K - $7.35K
|
136K
$21.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 16.67% |
$529 - $630
|
15
$2.4K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-89- 52.35% |
$15.7K - $18.7K
|
81
$13K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
466+ 4.2% |
$82.2K - $97.8K
|
11.6K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350+ 83.53% |
$61.7K - $73.5K
|
769
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.3K+ 32.52% |
$3.06M - $3.64M
|
70.6K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 39.62% |
$3.7K - $4.41K
|
32
$5.12K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-112- 1.36% |
$19.7K - $23.5K
|
8.11K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2New |
$353 - $420
|
2
$320
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39+ 32.77% |
$6.88K - $8.19K
|
158
$25.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-467- 3.5% |
$82.3K - $98.1K
|
12.9K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-96- 1.76% |
$16.9K - $20.2K
|
5.37K
$860K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-821- 10.81% |
$145K - $172K
|
6.78K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 6.67% |
$176 - $210
|
16
$2.56K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.59K- 5.83% |
$281K - $334K
|
25.7K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-796- 6.3% |
$140K - $167K
|
11.8K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
393+ 34.26% |
$69.3K - $82.5K
|
1.54K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
148+ 2.32% |
$26.1K - $31.1K
|
6.54K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-36.4K- 56.81% |
$6.41M - $7.63M
|
27.6K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Marathon Asset Management LTD
|
BUY
|
- |
21.6K+ 14.43% |
$3.81M - $4.54M
|
171K
$27.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-130- 74.71% |
$22.9K - $27.3K
|
44
$7.05K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-6.52K- 10.98% |
$1.15M - $1.37M
|
52.9K
$8.47M
|