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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
33+ 1.11% |
$6.82K - $8.3K
|
3K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-37.1K- 23.31% |
$7.67M - $9.33M
|
122K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-13- 0.1% |
$2.69K - $3.27K
|
13.3K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
19.4KNew |
$4.01M - $4.88M
|
19.4K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
524K+ 527.22% |
$108M - $132M
|
623K
$99.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.02K+ 29.58% |
$211K - $257K
|
4.48K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9New |
$1.86K - $2.26K
|
9
$1.44K
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3.34KNew |
$691K - $840K
|
3.34K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
111New |
$23K - $27.9K
|
111
$17.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.11KNew |
$230K - $280K
|
1.11K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8New |
$1.65K - $2.01K
|
8
$1.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
BUY
|
- |
13K+ 4.39% |
$2.69M - $3.27M
|
309K
$49.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
90+ 0.16% |
$18.6K - $22.6K
|
56.3K
$9.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.99K- 5.65% |
$619K - $753K
|
50K
$8M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.48K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$1.86K - $2.26K
|
9
$1.44K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.89K+ 67.8% |
$805K - $980K
|
9.64K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-176K- 71.76% |
$36.4M - $44.2M
|
69.2K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-450- 33.11% |
$93.1K - $113K
|
909
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
885New |
$183K - $223K
|
885
$142K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$38.6K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-62- 6.18% |
$12.8K - $15.6K
|
941
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.01KNew |
$208K - $253K
|
1.01K
$161K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
115New |
$23.8K - $28.9K
|
115
$18.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-204- 9.42% |
$42.2K - $51.3K
|
1.96K
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
945New |
$195K - $238K
|
945
$151K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 2.22% |
$6.2K - $7.55K
|
1.38K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.51K
|
6
$961
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.25% |
$827 - $1.01K
|
1.62K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.03K - $1.26K
|
5
$801
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-621- 39.38% |
$128K - $156K
|
956
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4New |
$827 - $1.01K
|
4
$641
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
425New |
$87.9K - $107K
|
425
$68.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$620 - $755
|
3
$480
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$7.86K - $9.56K
|
38
$6.08K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 2.54% |
$4.34K - $5.28K
|
847
$136K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
941New |
$195K - $237K
|
941
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
868New |
$180K - $218K
|
868
$139K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
885New |
$183K - $223K
|
885
$142K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
468New |
$96.8K - $118K
|
468
$74.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$207 - $252
|
1
$160
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.42K+ 4066.67% |
$706K - $859K
|
3.5K
$560K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 69.23% |
$1.86K - $2.26K
|
4
$641
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.48K - $3.02K
|
12
$1.92K
|
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.4KNew |
$290K - $352K
|
1.4K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$620 - $755
|
3
$480
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$827 - $1.01K
|
4
$641
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.8K+ 19.92% |
$372K - $452K
|
10.8K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 3.15% |
$6.2K - $7.55K
|
921
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 4.28% |
$8.48K - $10.3K
|
1K
$160K
|