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 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-137KClosed |
$24.3M - $31.9M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.85% |
$354 - $465
|
234
$44.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-165K- 97.86% |
$29.2M - $38.4M
|
3.6K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-693- 6.06% |
$123K - $161K
|
10.8K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
SELL
|
- |
-351K- 67.49% |
$62.1M - $81.6M
|
169K
$32.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-8.17K- 38.83% |
$1.45M - $1.9M
|
12.9K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.22K- 48.31% |
$393K - $517K
|
2.38K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50New |
$8.86K - $11.6K
|
50
$9.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-35- 10.32% |
$6.2K - $8.15K
|
304
$58.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11New |
$1.95K - $2.56K
|
11
$2.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$354 - $465
|
2
$382
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.34K- 80.61% |
$769K - $1.01M
|
1.05K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.09K- 11.09% |
$1.08M - $1.42M
|
48.8K
$9.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 9.09% |
$531 - $698
|
30
$5.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-303- 2.65% |
$53.7K - $70.5K
|
11.1K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
SELL
|
- |
-550- 21.57% |
$97.4K - $128K
|
2K
$382K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
120New |
$21.3K - $27.9K
|
120
$22.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-240- 10.0% |
$42.5K - $55.9K
|
2.16K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 25.0% |
$3.54K - $4.65K
|
60
$11.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-52- 1.96% |
$9.21K - $12.1K
|
2.6K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-286- 22.63% |
$50.7K - $66.6K
|
978
$187K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-344- 64.78% |
$60.9K - $80.1K
|
187
$35.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$709 - $931
|
4
$764
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.83K- 15.38% |
$1.56M - $2.06M
|
48.6K
$9.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$13K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-439- 54.81% |
$77.8K - $102K
|
362
$69.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3- 33.33% |
$531 - $698
|
6
$1.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-72- 63.16% |
$12.8K - $16.8K
|
42
$8.02K
|
|
|
Jan 24, 2024
Q4 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-22.7K- 47.58% |
$4.02M - $5.28M
|
25K
$4.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 3.85% |
$886 - $1.16K
|
125
$23.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.2KNew |
$212K - $279K
|
1.2K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
21New |
$3.72K - $4.89K
|
21
$4.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-7- 53.85% |
$1.24K - $1.63K
|
6
$1.15K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-9- 42.86% |
$1.59K - $2.09K
|
12
$2.29K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
989New |
$175K - $230K
|
989
$189K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-95- 67.86% |
$16.8K - $22.1K
|
45
$8.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.03KNew |
$890K - $1.17M
|
5.03K
$960K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
23New |
$4.07K - $5.35K
|
23
$4.39K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.1MNew |
$413M - $487M
|
2.1M
$401M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-52- 49.06% |
$10.2K - $12.1K
|
54
$10.3K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19Closed |
$3.74K - $4.41K
|
0
$0
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
225New |
$44.3K - $52.2K
|
225
$43K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
120New |
$23.6K - $27.8K
|
120
$22.9K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 50.0% |
$394 - $464
|
2
$382
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.04K- 44.08% |
$204K - $241K
|
1.32K
$252K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 44.54% |
$265K - $312K
|
1.68K
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
1.1KNew |
$216K - $255K
|
1.1K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-38.7K- 87.68% |
$7.61M - $8.97M
|
5.43K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45+ 4.51% |
$8.85K - $10.4K
|
1.04K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
100New |
$19.7K - $23.2K
|
100
$19.1K
|
|