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 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$705 - $840
|
6
$961
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.96K+ 7.22% |
$875K - $1.04M
|
73.7K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.7K- 3.85% |
$652K - $777K
|
92.3K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
470+ 4.59% |
$82.9K - $98.7K
|
10.7K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
155+ 0.32% |
$27.3K - $32.5K
|
49.2K
$7.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
400+ 29.33% |
$70.5K - $84K
|
1.76K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.14KNew |
$377K - $448K
|
2.14K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.32K- 69.52% |
$1.47M - $1.75M
|
3.65K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6New |
$1.06K - $1.26K
|
6
$961
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.27% |
$353 - $420
|
731
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 2.91% |
$9.34K - $11.1K
|
1.77K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 66.67% |
$1.06K - $1.26K
|
15
$2.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86- 2.86% |
$15.2K - $18.1K
|
2.92K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 2.22% |
$5.64K - $6.72K
|
1.47K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 1.15% |
$353 - $420
|
172
$27.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
107New |
$18.9K - $22.5K
|
107
$17.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-79.1K- 92.69% |
$13.9M - $16.6M
|
6.23K
$998K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.58K- 1.37% |
$279K - $332K
|
114K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
275+ 3.77% |
$48.5K - $57.7K
|
7.57K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.38K+ 23.4% |
$243K - $289K
|
7.27K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.86K+ 355.26% |
$857K - $1.02M
|
6.23K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
404+ 3.39% |
$71.2K - $84.8K
|
12.3K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.24KNew |
$924K - $1.1M
|
5.24K
$839K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 1.36% |
$3.88K - $4.62K
|
1.63K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38+ 0.13% |
$6.7K - $7.98K
|
28.6K
$4.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.84KNew |
$324K - $386K
|
1.84K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 7.78% |
$1.23K - $1.47K
|
83
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-15- 9.93% |
$2.64K - $3.15K
|
136
$21.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
22.4K+ 44.26% |
$3.94M - $4.7M
|
72.9K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.22K- 31.65% |
$567K - $676K
|
6.95K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-145- 8.04% |
$25.6K - $30.4K
|
1.66K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 11.43% |
$705 - $840
|
31
$4.96K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-70- 0.24% |
$12.3K - $14.7K
|
28.8K
$4.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.84KNew |
$500K - $596K
|
2.84K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.54K- 34.64% |
$624K - $743K
|
6.68K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.55K- 27.79% |
$625K - $744K
|
9.21K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
353New |
$62.2K - $74.1K
|
353
$56.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
430+ 2.45% |
$75.8K - $90.3K
|
18K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 5.65% |
$2.82K - $3.36K
|
299
$47.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-487- 94.93% |
$85.9K - $102K
|
26
$4.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.38K- 3.7% |
$244K - $290K
|
36K
$5.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
4.5K+ 180.0% |
$793K - $945K
|
7K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
396+ 56.25% |
$69.8K - $83.1K
|
1.1K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.2K- 7.3% |
$917K - $1.09M
|
66K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
56+ 1.57% |
$9.87K - $11.8K
|
3.63K
$581K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 5.26% |
$176 - $210
|
18
$2.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.37K+ 13.97% |
$241K - $287K
|
11.1K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-827- 2.27% |
$146K - $174K
|
35.7K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
463+ 15.16% |
$81.6K - $97.2K
|
3.52K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9New |
$1.59K - $1.89K
|
9
$1.44K
|