Purchases and Sales Made in Q1 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2024. The information is specifically focused on institutions that hold shares of IQVIA HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 12.5% |
$208 - $259
|
9
$1.73K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$208 - $259
|
1
$193
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.08% |
$208 - $259
|
1.22K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 2.04% |
$208 - $259
|
48
$9.25K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.18% |
$208 - $259
|
570
$110K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- 0.09% |
$416 - $518
|
2.21K
$425K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 8.33% |
$416 - $518
|
22
$4.24K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4- 0.32% |
$833 - $1.04K
|
1.25K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 0.11% |
$1.04K - $1.3K
|
4.56K
$878K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5- 0.43% |
$1.04K - $1.3K
|
1.15K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5- 0.21% |
$1.04K - $1.3K
|
2.34K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5- 0.28% |
$1.04K - $1.3K
|
1.81K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.24% |
$1.25K - $1.55K
|
2.49K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.52% |
$1.25K - $1.55K
|
1.14K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6- 0.02% |
$1.25K - $1.55K
|
24.2K
$4.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 1.31% |
$1.25K - $1.55K
|
452
$87.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7- 0.12% |
$1.46K - $1.81K
|
5.79K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-7- 46.67% |
$1.46K - $1.81K
|
8
$1.54K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-8- 0.56% |
$1.67K - $2.07K
|
1.42K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 15.0% |
$1.87K - $2.33K
|
51
$9.83K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-10- 0.91% |
$2.08K - $2.59K
|
1.09K
$211K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-11- 14.47% |
$2.29K - $2.85K
|
65
$12.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-12- 0.27% |
$2.5K - $3.11K
|
4.45K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 3.85% |
$2.5K - $3.11K
|
300
$57.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 19.12% |
$2.71K - $3.37K
|
55
$10.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 4.33% |
$2.71K - $3.37K
|
287
$55.3K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13- 0.9% |
$2.71K - $3.37K
|
1.43K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14- 1.42% |
$2.92K - $3.63K
|
971
$187K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.46% |
$3.12K - $3.89K
|
3.23K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-15- 1.01% |
$3.12K - $3.89K
|
1.47K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15- 0.5% |
$3.12K - $3.89K
|
3.01K
$581K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16- 25.4% |
$3.33K - $4.15K
|
47
$9.06K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 9.73% |
$3.75K - $4.66K
|
167
$32.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-18- 0.12% |
$3.75K - $4.66K
|
14.5K
$2.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-21- 0.32% |
$4.37K - $5.44K
|
6.59K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-22- 1.1% |
$4.58K - $5.7K
|
1.98K
$381K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-23- 3.41% |
$4.79K - $5.96K
|
651
$125K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 7.12% |
$5K - $6.22K
|
313
$60.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-24- 1.14% |
$5K - $6.22K
|
2.09K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-25- 0.59% |
$5.21K - $6.48K
|
4.23K
$814K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 2.36% |
$5.62K - $7K
|
1.12K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.35% |
$6.25K - $7.77K
|
8.56K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 0.75% |
$6.25K - $7.77K
|
3.97K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 46.27% |
$6.46K - $8.03K
|
36
$6.94K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-32- 21.77% |
$6.66K - $8.29K
|
115
$22.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36- 37.11% |
$7.5K - $9.33K
|
61
$11.8K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-37- 0.09% |
$7.7K - $9.59K
|
40.1K
$7.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 13.93% |
$8.12K - $10.1K
|
241
$46.4K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-45- 78.95% |
$9.37K - $11.7K
|
12
$2.31K
|