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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
795+ 3.37% |
$152K - $188K
|
24.4K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$4.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-33.6K- 57.24% |
$6.42M - $7.95M
|
25.1K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$764 - $947
|
4
$641
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.39K - $5.44K
|
23
$3.68K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 6.29% |
$295K - $366K
|
26.1K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.5K+ 159.17% |
$287K - $355K
|
2.44K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.25% |
$191 - $237
|
400
$64.1K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-110- 3.05% |
$21K - $26K
|
3.5K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
138+ 52.47% |
$26.4K - $32.7K
|
401
$64.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$573 - $710
|
3
$480
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-272- 19.18% |
$51.9K - $64.4K
|
1.15K
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-14K- 49.65% |
$2.67M - $3.31M
|
14.2K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
466New |
$89K - $110K
|
466
$74.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.99% |
$382 - $473
|
200
$32K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
7.87KNew |
$1.5M - $1.86M
|
7.87K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-11- 0.55% |
$2.1K - $2.6K
|
2K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 22.73% |
$955 - $1.18K
|
27
$4.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$382 - $473
|
4.11K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
305+ 25.06% |
$58.2K - $72.2K
|
1.52K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
148KNew |
$28.3M - $35M
|
148K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-258- 17.74% |
$49.3K - $61.1K
|
1.2K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 14.12% |
$2.29K - $2.84K
|
97
$15.5K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-200- 9.52% |
$38.2K - $47.3K
|
1.9K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49New |
$9.36K - $11.6K
|
49
$7.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
11.3K+ 622.74% |
$2.15M - $2.67M
|
13.1K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.91K+ 62.35% |
$1.13M - $1.4M
|
15.4K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$382 - $473
|
14.4K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-69- 3.13% |
$13.2K - $16.3K
|
2.14K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 3.04% |
$12K - $14.9K
|
2.01K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-418- 16.11% |
$79.8K - $98.9K
|
2.18K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
50+ 0.65% |
$9.55K - $11.8K
|
7.69K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 3.45% |
$191 - $237
|
28
$4.48K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 4.94% |
$10.3K - $12.8K
|
1.15K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
939+ 17.08% |
$179K - $222K
|
6.44K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 710.12% |
$228K - $282K
|
1.36K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20New |
$3.82K - $4.73K
|
20
$3.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
108New |
$20.6K - $25.6K
|
108
$17.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 1.05% |
$21.4K - $26.5K
|
10.8K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-726- 38.05% |
$139K - $172K
|
1.18K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.09KNew |
$208K - $258K
|
1.09K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.05K+ 7.4% |
$391K - $484K
|
29.7K
$4.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.7KNew |
$325K - $402K
|
1.7K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 38.46% |
$1.91K - $2.37K
|
16
$2.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
2.7K+ 21.95% |
$516K - $639K
|
15K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-36- 40.45% |
$6.87K - $8.52K
|
53
$8.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-30.7K- 95.23% |
$5.85M - $7.25M
|
1.54K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
42KNew |
$8.03M - $9.95M
|
42K
$6.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$4.64K
|