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 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.3KClosed |
$256K - $329K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
45New |
$8.84K - $11.4K
|
45
$8.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
940New |
$185K - $237K
|
940
$180K
|
|
|
Aug 08, 2022
Q2 2022
|
Tesco Pension Investment LTD
|
SELL
|
- |
-153K- 46.8% |
$30.1M - $38.6M
|
174K
$33.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-7.46KClosed |
$1.47M - $1.88M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
1.59K+ 2.65% |
$312K - $401K
|
61.7K
$11.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.34KNew |
$656K - $843K
|
3.34K
$638K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 2.09% |
$3.73K - $4.79K
|
928
$177K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-896Closed |
$176K - $226K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.02KClosed |
$201K - $258K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.3KClosed |
$255K - $327K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.05K- 53.15% |
$206K - $264K
|
923
$176K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-90- 8.71% |
$17.7K - $22.7K
|
943
$180K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-919Closed |
$181K - $232K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-27.4KClosed |
$5.38M - $6.91M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
BUY
|
- |
2.76KNew |
$543K - $697K
|
2.76K
$528K
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.32KNew |
$260K - $334K
|
1.32K
$253K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
188New |
$36.9K - $47.4K
|
188
$35.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-8.08KClosed |
$1.59M - $2.04M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
187New |
$36.7K - $47.2K
|
187
$35.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-282- 72.68% |
$55.4K - $71.1K
|
106
$20.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-83- 12.59% |
$16.3K - $20.9K
|
576
$110K
|
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-56.2KClosed |
$11M - $14.2M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-912Closed |
$179K - $230K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-1.27K- 48.65% |
$249K - $319K
|
1.34K
$255K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
739New |
$145K - $186K
|
739
$141K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-180- 14.52% |
$35.4K - $45.4K
|
1.06K
$203K
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-971Closed |
$191K - $245K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-8.41KClosed |
$1.65M - $2.12M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.04KClosed |
$596K - $766K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-17Closed |
$3.34K - $4.29K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-125- 2.1% |
$24.6K - $31.5K
|
5.83K
$1.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.17KClosed |
$230K - $296K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-14Closed |
$2.75K - $3.53K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.57K - $2.02K
|
8
$1.53K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13New |
$2.55K - $3.28K
|
13
$2.48K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.26KClosed |
$248K - $319K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$196 - $252
|
1
$191
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3- 6.0% |
$589 - $757
|
47
$8.98K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 66.67% |
$393 - $505
|
1
$191
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12New |
$2.36K - $3.03K
|
12
$2.29K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-489Closed |
$96.1K - $123K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-946Closed |
$186K - $239K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-16- 50.0% |
$3.14K - $4.04K
|
16
$3.06K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$210K - $269K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22Closed |
$4.63K - $6.02K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.05KClosed |
$220K - $286K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$3.09M - $4.01M
|
14.7K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-6.92KClosed |
$1.46M - $1.89M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$324K - $420K
|
0
$0
|
|