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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.21K+ 7142.22% |
$567K - $675K
|
3.26K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 19.83% |
$4.23K - $5.04K
|
145
$23.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-54- 2.38% |
$9.52K - $11.3K
|
2.22K
$355K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
231+ 12.56% |
$40.7K - $48.5K
|
2.07K
$331K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 3.97% |
$1.76K - $2.1K
|
242
$38.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3- 50.0% |
$529 - $630
|
3
$480
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 15.91% |
$1.23K - $1.47K
|
51
$8.17K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
53+ 23.25% |
$9.34K - $11.1K
|
281
$45K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
80.1K+ 10.83% |
$15.3M - $19M
|
820K
$131M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.54K+ 14.0% |
$1.44M - $1.79M
|
61.4K
$9.84M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.24KNew |
$236K - $292K
|
1.24K
$198K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-18.7K- 64.76% |
$3.58M - $4.43M
|
10.2K
$1.63M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-32.8K- 7.25% |
$6.26M - $7.76M
|
420K
$67.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
33.5K+ 25.77% |
$6.4M - $7.93M
|
164K
$26.2M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
62+ 3.17% |
$11.8K - $14.7K
|
2.02K
$323K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
928New |
$177K - $220K
|
928
$149K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5New |
$955 - $1.18K
|
5
$801
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.01K+ 20.92% |
$193K - $239K
|
5.84K
$936K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
50New |
$9.55K - $11.8K
|
50
$8.01K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-893- 46.71% |
$171K - $211K
|
1.02K
$163K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 8.33% |
$382 - $473
|
26
$4.16K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-402- 14.43% |
$76.8K - $95.1K
|
2.38K
$382K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-457- 10.16% |
$87.3K - $108K
|
4.04K
$647K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.3KNew |
$247K - $306K
|
1.3K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8- 0.15% |
$1.53K - $1.89K
|
5.42K
$867K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
4.28KNew |
$817K - $1.01M
|
4.28K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-182K- 28.73% |
$34.8M - $43.1M
|
452K
$72.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
48.5K+ 32.16% |
$9.26M - $11.5M
|
199K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.71KNew |
$327K - $405K
|
1.71K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-136- 6.38% |
$26K - $32.2K
|
2K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15- 4.17% |
$2.86K - $3.55K
|
345
$55.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
5.5KNew |
$1.05M - $1.3M
|
5.5K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
25KNew |
$4.78M - $5.92M
|
25K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-25- 1.79% |
$4.77K - $5.92K
|
1.37K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4+ 0.16% |
$764 - $947
|
2.46K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11- 18.97% |
$2.1K - $2.6K
|
47
$7.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
225+ 15.64% |
$43K - $53.2K
|
1.66K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 126.36% |
$707K - $876K
|
6.63K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
285+ 6.5% |
$54.4K - $67.4K
|
4.67K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-55- 1.51% |
$10.5K - $13K
|
3.59K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-1.6K- 45.71% |
$306K - $379K
|
1.9K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.3KNew |
$1.97M - $2.44M
|
10.3K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$191 - $237
|
1
$160
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
2.2KNew |
$420K - $521K
|
2.2K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-357- 3.22% |
$68.2K - $84.5K
|
10.7K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2- 0.2% |
$382 - $473
|
979
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
289+ 34.04% |
$55.2K - $68.4K
|
1.14K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.28K+ 52.68% |
$435K - $540K
|
6.61K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
5.4KNew |
$1.03M - $1.28M
|
5.4K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
2.48KNew |
$473K - $586K
|
2.48K
$397K
|
|