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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.6KClosed |
$277K - $311K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$8.65K - $9.73K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-28Closed |
$4.84K - $5.45K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-11Closed |
$1.9K - $2.14K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-21Closed |
$3.63K - $4.09K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-2.37K- 2.68% |
$364K - $427K
|
86K
$13.9M
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-226Closed |
$34.8K - $40.8K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$30.8K - $36.1K
|
0
$0
|
|
|
Mar 03, 2021
Q4 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
345New |
$53.1K - $62.2K
|
345
$55.9K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
201New |
$31K - $36.3K
|
201
$32.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-3.45K- 2.6% |
$531K - $622K
|
129K
$20.9M
|
|
|
Feb 16, 2021
Q4 2020
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-86.5KClosed |
$13.3M - $15.6M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-247Closed |
$38K - $44.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3KClosed |
$462K - $541K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-105- 3.01% |
$16.2K - $18.9K
|
3.39K
$548K
|
|
|
Feb 09, 2021
Q4 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12Closed |
$1.85K - $2.16K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Fortis Capital Management LLC
|
SELL
|
- |
-12KClosed |
$1.85M - $2.16M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
18.3KNew |
$2.82M - $3.31M
|
18.3K
$2.97M
|
|
|
Feb 02, 2021
Q4 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.3KClosed |
$200K - $235K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-48- 59.26% |
$7.39K - $8.66K
|
33
$5.35K
|
|
|
Jan 27, 2021
Q4 2020
|
Segantii Capital Management LTD
|
SELL
|
- |
-29KClosed |
$4.47M - $5.23M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-197Closed |
$30.3K - $35.5K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
SELL
|
PUT |
-3KClosed |
$462K - $541K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-3.17KClosed |
$488K - $572K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-117KClosed |
$16.5M - $19.9M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Orbimed Advisors LLC
San Diego, CA |
SELL
|
- |
-175KClosed |
$24.7M - $29.7M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Australian Super Pty LTD
|
SELL
|
- |
-962KClosed |
$136M - $163M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
$251K - $301K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-708KClosed |
$100M - $120M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-740Closed |
$105K - $126K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$14.1K - $17K
|
100
$16.2K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
8.7K+ 82.08% |
$1.23M - $1.48M
|
19.3K
$3.13M
|
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-172Closed |
$24.3K - $29.2K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-4.3KClosed |
$607K - $730K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-163Closed |
$23K - $27.7K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-100Closed |
$14.1K - $17K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.69KNew |
$804K - $966K
|
5.69K
$922K
|
|
|
Oct 16, 2020
Q3 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-13Closed |
$1.84K - $2.21K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-19Closed |
$2.68K - $3.23K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Sycomore Asset Management
|
SELL
|
- |
-20KClosed |
$2.83M - $3.4M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Apr 01, 2024
Q2 2020
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-7.49KClosed |
$749K - $1.15M
|
0
$0
|
|
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12New |
$1.2K - $1.84K
|
12
$1.94K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31+ 3.32% |
$3.1K - $4.74K
|
965
$156K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-17Closed |
$1.7K - $2.6K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-291Closed |
$29.1K - $44.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.03KClosed |
$103K - $157K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-6.6KClosed |
$660K - $1.01M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-105KClosed |
$10.5M - $16.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
20.2K+ 246.34% |
$2.02M - $3.09M
|
28.4K
$4.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-8.28KClosed |
$828K - $1.27M
|
0
$0
|
|