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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-282- 72.68% |
$55.4K - $71.1K
|
106
$17.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-83- 12.59% |
$16.3K - $20.9K
|
576
$93.3K
|
|
|
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
$216K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-180- 14.52% |
$35.4K - $45.4K
|
1.06K
$172K
|
|
|
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
$944K
|
|
|
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
$1.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13New |
$2.55K - $3.28K
|
13
$2.11K
|
|
|
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
$162
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3- 6.0% |
$589 - $757
|
47
$7.61K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 66.67% |
$393 - $505
|
1
$162
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12New |
$2.36K - $3.03K
|
12
$1.94K
|
|
|
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
$2.59K
|
|
|
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
$2.38M
|
|
|
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
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-4.4K- 80.0% |
$926K - $1.2M
|
1.1K
$178K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-177Closed |
$37.3K - $48.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-61Closed |
$12.8K - $16.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-125KClosed |
$26.3M - $34.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
64+ 0.94% |
$13.5K - $17.5K
|
6.9K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-5.4KClosed |
$1.14M - $1.48M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-859Closed |
$181K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-17.9KClosed |
$3.77M - $4.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-15.9KClosed |
$3.35M - $4.35M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-6.08KClosed |
$1.28M - $1.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-101Closed |
$21.3K - $27.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11KClosed |
$2.31M - $3M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-238Closed |
$50.1K - $65.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.31KClosed |
$275K - $357K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rit Capital Partners PLC
London, X0 |
SELL
|
- |
-79.5KClosed |
$16.7M - $21.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6.5KClosed |
$1.37M - $1.78M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-9.68KClosed |
$2.04M - $2.65M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-774Closed |
$163K - $212K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.75KClosed |
$578K - $751K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52.9KNew |
$11.1M - $14.5M
|
52.9K
$8.58M
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-527Closed |
$111K - $144K
|
0
$0
|
|