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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
43+ 3.85% |
$9.08K - $10.7K
|
1.16K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-657- 45.91% |
$139K - $164K
|
774
$148K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.61% |
$5.28K - $6.22K
|
4.1K
$784K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-133K- 94.53% |
$28.1M - $33.2M
|
7.71K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.71K- 17.34% |
$362K - $427K
|
8.17K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
40.9KNew |
$8.63M - $10.2M
|
40.9K
$7.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.2KNew |
$1.52M - $1.79M
|
7.2K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
18New |
$3.8K - $4.48K
|
18
$3.44K
|
|
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3K+ 5.38% |
$634K - $747K
|
58.7K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-283- 2.48% |
$59.8K - $70.4K
|
11.2K
$2.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-357- 22.68% |
$75.4K - $88.8K
|
1.22K
$232K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
420+ 6.09% |
$88.7K - $105K
|
7.31K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-26.8KClosed |
$5.66M - $6.67M
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6+ 0.52% |
$1.27K - $1.49K
|
1.16K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-8- 0.4% |
$1.69K - $1.99K
|
2.01K
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
308+ 18.12% |
$65K - $76.7K
|
2.01K
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
900+ 93.65% |
$190K - $224K
|
1.86K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
544+ 120.89% |
$115K - $135K
|
994
$190K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.39K- 50.97% |
$294K - $347K
|
1.34K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.27K+ 15.59% |
$269K - $317K
|
9.43K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 20.0% |
$634 - $747
|
18
$3.44K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$211 - $249
|
2
$382
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 7.48% |
$4.01K - $4.73K
|
273
$52.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-82- 6.55% |
$17.3K - $20.4K
|
1.17K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 13.95% |
$1.27K - $1.49K
|
49
$9.36K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
960New |
$203K - $239K
|
960
$183K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 3.13% |
$10.3K - $12.2K
|
1.52K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.03K+ 3.92% |
$428K - $504K
|
53.7K
$10.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 89.66% |
$5.49K - $6.47K
|
55
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
34.6K+ 19.36% |
$7.31M - $8.61M
|
213K
$40.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-89- 0.22% |
$18.8K - $22.1K
|
40.2K
$7.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
CALL |
200New |
$42.2K - $49.8K
|
200
$38.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-115- 2.34% |
$24.3K - $28.6K
|
4.8K
$918K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 5.56% |
$211 - $249
|
17
$3.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 0.78% |
$10.6K - $12.4K
|
6.32K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
452+ 2.14% |
$95.5K - $112K
|
21.6K
$4.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$422 - $498
|
2
$382
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-420- 2.2% |
$88.7K - $105K
|
18.6K
$3.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
273+ 74.79% |
$57.7K - $67.9K
|
638
$122K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
34+ 6.79% |
$7.18K - $8.46K
|
535
$102K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-64- 68.09% |
$13.5K - $15.9K
|
30
$5.73K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.14KClosed |
$1.93M - $2.27M
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-8.43K- 56.65% |
$1.78M - $2.1M
|
6.45K
$1.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$3.8K - $4.48K
|
18
$3.44K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 5.56% |
$422 - $498
|
34
$6.5K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
960New |
$203K - $239K
|
960
$183K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.5% |
$1.69K - $1.99K
|
1.61K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
106+ 302.86% |
$22.4K - $26.4K
|
141
$26.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$634 - $747
|
3
$573
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
499+ 2376.19% |
$105K - $124K
|
520
$99.3K
|