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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
223+ 1013.64% |
$46.1K - $56.1K
|
245
$46.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
178+ 9.55% |
$36.8K - $44.8K
|
2.04K
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.51K- 17.35% |
$311K - $379K
|
7.17K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-20- 1.22% |
$4.14K - $5.03K
|
1.62K
$309K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3- 0.11% |
$620 - $755
|
2.62K
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-937- 14.11% |
$194K - $236K
|
5.7K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
99+ 74.44% |
$20.5K - $24.9K
|
232
$44.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.51% |
$1.24K - $1.51K
|
1.19K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3KNew |
$621K - $755K
|
3K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.59KNew |
$329K - $400K
|
1.59K
$304K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 5.1% |
$18K - $21.9K
|
1.62K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.53K+ 44.36% |
$316K - $384K
|
4.97K
$949K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-120- 6.01% |
$24.8K - $30.2K
|
1.88K
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 61.6% |
$15.9K - $19.4K
|
202
$38.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 4.19% |
$5.17K - $6.29K
|
571
$109K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 1275.0% |
$10.5K - $12.8K
|
55
$10.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
278+ 21.91% |
$57.5K - $69.9K
|
1.55K
$296K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
29.4K+ 12.34% |
$6.07M - $7.39M
|
267K
$51.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
458+ 2.31% |
$94.7K - $115K
|
20.3K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
132+ 12.04% |
$27.3K - $33.2K
|
1.23K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-400- 1.97% |
$82.7K - $101K
|
20K
$3.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
180+ 3.03% |
$37.2K - $45.3K
|
6.12K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.68K+ 54.99% |
$347K - $422K
|
4.72K
$902K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 10.39% |
$7.24K - $8.8K
|
302
$57.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
292+ 36.09% |
$60.4K - $73.5K
|
1.1K
$210K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
559+ 1.61% |
$116K - $141K
|
35.3K
$6.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.6K+ 77.3% |
$6.12M - $7.45M
|
67.9K
$13M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.01K+ 103.44% |
$417K - $507K
|
3.96K
$757K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.69K- 87.13% |
$348K - $424K
|
249
$47.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 0.91% |
$1.86K - $2.26K
|
1K
$192K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
980New |
$203K - $247K
|
980
$187K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
588+ 1.86% |
$122K - $148K
|
32.2K
$6.15M
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-158K- 8.8% |
$33.3M - $39.3M
|
1.64M
$312M
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$235K - $277K
|
1.12K
$213K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-374- 10.48% |
$79K - $93.1K
|
3.19K
$610K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$634 - $747
|
3
$573
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-12- 1.17% |
$2.53K - $2.99K
|
1.02K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.5KNew |
$317K - $373K
|
1.5K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 10.18% |
$10.8K - $12.7K
|
450
$86K
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-1.34K- 5.22% |
$282K - $332K
|
24.2K
$4.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Health Invest Partners Ab
|
BUY
|
- |
3.93K+ 39.03% |
$829K - $977K
|
14K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-376- 1.04% |
$79.4K - $93.6K
|
35.7K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.32KNew |
$278K - $328K
|
1.32K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.63KNew |
$344K - $405K
|
1.63K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.69% |
$4.22K - $4.98K
|
1.21K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.29KNew |
$483K - $569K
|
2.29K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.8K- 74.58% |
$1.86M - $2.19M
|
3K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.87KNew |
$394K - $464K
|
1.87K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$211 - $249
|
1
$191
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-4.14K- 81.04% |
$874K - $1.03M
|
968
$185K
|
|