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 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 96.88% |
$6.41K - $7.8K
|
1
$160
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 7.82% |
$17K - $20.6K
|
966
$155K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 300.0% |
$1.24K - $1.51K
|
8
$1.28K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.48K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7- 0.49% |
$1.45K - $1.76K
|
1.41K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.44K+ 411.46% |
$1.95M - $2.38M
|
11.7K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 4.26% |
$414 - $503
|
45
$7.21K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 3.33% |
$8.27K - $10.1K
|
1.16K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.8K+ 26871.05% |
$8.45M - $10.3M
|
41K
$6.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
34New |
$7.03K - $8.55K
|
34
$5.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4K+ 2.55% |
$4.22M - $5.13M
|
821K
$131M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.2K- 12.13% |
$12.9M - $15.7M
|
451K
$72.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
66New |
$13.6K - $16.6K
|
66
$10.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
871New |
$180K - $219K
|
871
$139K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-104- 9.68% |
$21.5K - $26.2K
|
970
$155K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1KNew |
$207K - $252K
|
1K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
6+ 0.6% |
$1.24K - $1.51K
|
1.01K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
31+ 3.02% |
$6.41K - $7.8K
|
1.06K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.87KNew |
$387K - $470K
|
1.87K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$331K - $402K
|
1.6K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-15- 1.58% |
$3.1K - $3.77K
|
934
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.78K+ 21.55% |
$2.02M - $2.46M
|
55.2K
$8.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
297New |
$61.4K - $74.7K
|
297
$47.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.04KNew |
$215K - $261K
|
1.04K
$166K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-6- 0.51% |
$1.24K - $1.51K
|
1.17K
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.85KNew |
$383K - $466K
|
1.85K
$297K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-25- 2.3% |
$5.17K - $6.29K
|
1.06K
$170K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
868New |
$180K - $218K
|
868
$139K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$8.89K - $10.8K
|
43
$6.89K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.69K- 87.13% |
$348K - $424K
|
249
$39.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
980New |
$203K - $247K
|
980
$157K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-398- 1.96% |
$84K - $99.1K
|
19.9K
$3.19M
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$235K - $277K
|
1.12K
$179K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$634 - $747
|
3
$480
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 10.18% |
$10.8K - $12.7K
|
450
$72.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-1.34K- 5.22% |
$282K - $332K
|
24.2K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Health Invest Partners Ab
|
BUY
|
- |
3.93K+ 39.03% |
$829K - $977K
|
14K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.32KNew |
$278K - $328K
|
1.32K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.63KNew |
$344K - $405K
|
1.63K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.69% |
$4.22K - $4.98K
|
1.21K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.8K- 74.58% |
$1.86M - $2.19M
|
3K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-4.14K- 81.04% |
$874K - $1.03M
|
968
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
37.5KNew |
$7.92M - $9.33M
|
37.5K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
87.5KNew |
$18.5M - $21.8M
|
87.5K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
111+ 1.23% |
$23.4K - $27.6K
|
9.11K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.07KNew |
$225K - $266K
|
1.07K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
6.63KNew |
$1.4M - $1.65M
|
6.63K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
16New |
$3.38K - $3.98K
|
16
$2.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-160- 13.79% |
$33.8K - $39.8K
|
1K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-90- 2.9% |
$19K - $22.4K
|
3.01K
$482K
|
|