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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.22K+ 26.15% |
$214K - $255K
|
5.86K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.87K+ 51.9% |
$506K - $603K
|
8.4K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.9K- 44.22% |
$334K - $398K
|
2.39K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.38K- 4.05% |
$948K - $1.13M
|
128K
$20.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 4.15% |
$1.41K - $1.68K
|
185
$29.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-211- 4.41% |
$37.2K - $44.3K
|
4.58K
$733K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$1.85M - $2.2M
|
10.5K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.02K+ 0.84% |
$180K - $214K
|
123K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.98K+ 53.91% |
$525K - $625K
|
8.5K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 24.33% |
$52.9K - $63K
|
933
$149K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.63% |
$176 - $210
|
39
$6.25K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
128K+ 672.72% |
$22.6M - $26.9M
|
147K
$23.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.75K- 39.77% |
$837K - $996K
|
7.19K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.09% |
$176 - $210
|
1.14K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.54K- 17.29% |
$272K - $324K
|
7.37K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-3.21K- 22.98% |
$566K - $674K
|
10.8K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-75.5K- 28.62% |
$13.3M - $15.8M
|
188K
$30.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-940- 22.09% |
$166K - $197K
|
3.32K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
347+ 4.76% |
$61.2K - $72.9K
|
7.64K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 3.69% |
$1.76K - $2.1K
|
261
$41.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
345+ 7.55% |
$60.8K - $72.4K
|
4.92K
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-17- 34.69% |
$3K - $3.57K
|
32
$5.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.32% |
$176 - $210
|
314
$50.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.83K+ 21.5% |
$500K - $595K
|
16K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-62.7K- 50.1% |
$11M - $13.2M
|
62.4K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
461+ 42.25% |
$81.3K - $96.8K
|
1.55K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 2.1% |
$7.23K - $8.61K
|
1.92K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 16.98% |
$221K - $263K
|
8.64K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
64+ 4.58% |
$11.3K - $13.4K
|
1.46K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.22K- 38.46% |
$215K - $256K
|
1.95K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.35KNew |
$590K - $703K
|
3.35K
$536K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 466.67% |
$14.8K - $17.6K
|
102
$16.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-66- 0.28% |
$11.6K - $13.9K
|
23.2K
$3.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 1.85% |
$7.05K - $8.4K
|
2.21K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9+ 0.15% |
$1.59K - $1.89K
|
5.96K
$954K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-154- 9.28% |
$27.2K - $32.3K
|
1.51K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
174+ 42.86% |
$30.7K - $36.5K
|
580
$92.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 233.33% |
$1.23K - $1.47K
|
10
$1.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 11.11% |
$882 - $1.05K
|
50
$8.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
6.68K+ 11.7% |
$1.18M - $1.4M
|
63.8K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.27K+ 16.07% |
$1.28M - $1.53M
|
52.5K
$8.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-100- 2.08% |
$17.6K - $21K
|
4.7K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 1.05% |
$2.29K - $2.73K
|
1.26K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-8- 5.93% |
$1.41K - $1.68K
|
127
$20.3K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
145New |
$25.6K - $30.4K
|
145
$23.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-414- 0.85% |
$73K - $86.9K
|
48.2K
$7.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 1.4% |
$4.94K - $5.88K
|
2.03K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.55K+ 59.45% |
$450K - $536K
|
6.85K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76+ 66.09% |
$13.4K - $16K
|
191
$30.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-158- 23.07% |
$27.9K - $33.2K
|
527
$84.4K
|