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 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 13.93% |
$8.12K - $10.1K
|
241
$47.6K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-45- 78.95% |
$9.37K - $11.7K
|
12
$2.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-46- 2.34% |
$9.58K - $11.9K
|
1.92K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.39% |
$9.79K - $12.2K
|
12K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-48- 1.26% |
$10K - $12.4K
|
3.77K
$743K
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-48- 0.89% |
$10K - $12.4K
|
5.32K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-49- 4.25% |
$10.2K - $12.7K
|
1.11K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 58.82% |
$10.4K - $13K
|
35
$6.91K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 4.25% |
$11K - $13.7K
|
1.2K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-55- 3.91% |
$11.5K - $14.3K
|
1.35K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-56- 3.9% |
$11.7K - $14.5K
|
1.38K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-58- 0.9% |
$12.1K - $15K
|
6.37K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-59- 93.65% |
$12.3K - $15.3K
|
4
$789
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-61- 3.0% |
$12.7K - $15.8K
|
1.97K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-61- 0.57% |
$12.7K - $15.8K
|
10.7K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-61- 0.55% |
$12.7K - $15.8K
|
11.1K
$2.19M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-64- 18.55% |
$13.3K - $16.6K
|
281
$55.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-65- 16.17% |
$13.5K - $16.8K
|
337
$66.5K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-65- 1.05% |
$13.5K - $16.8K
|
6.14K
$1.21M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 82.35% |
$14.6K - $18.1K
|
15
$2.96K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 57.26% |
$14.8K - $18.4K
|
53
$10.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 7.07% |
$15K - $18.7K
|
946
$187K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-74- 44.05% |
$15.4K - $19.2K
|
94
$18.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-75- 2.22% |
$15.6K - $19.4K
|
3.31K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-78- 0.19% |
$16.2K - $20.2K
|
40.3K
$7.95M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-84- 1.02% |
$17.5K - $21.8K
|
8.17K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-85- 0.22% |
$17.7K - $22K
|
37.7K
$7.44M
|
|
|
May 15, 2024
Q1 2024
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-85- 0.69% |
$17.7K - $22K
|
12.2K
$2.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-86- 7.09% |
$17.9K - $22.3K
|
1.13K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-89- 7.45% |
$18.5K - $23.1K
|
1.11K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-89- 92.71% |
$18.5K - $23.1K
|
7
$1.38K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-94- 1.26% |
$19.6K - $24.4K
|
7.36K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-95- 1.47% |
$19.8K - $24.6K
|
6.38K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-98- 5.25% |
$20.4K - $25.4K
|
1.77K
$349K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-100- 2.88% |
$20.8K - $25.9K
|
3.38K
$666K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.2% |
$20.8K - $25.9K
|
50K
$9.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 3.35% |
$21.2K - $26.4K
|
2.94K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-104- 5.09% |
$21.7K - $26.9K
|
1.94K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-107- 6.42% |
$22.3K - $27.7K
|
1.56K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-115- 6.56% |
$23.9K - $29.8K
|
1.64K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-120- 2.83% |
$25K - $31.1K
|
4.12K
$814K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-124- 1.22% |
$25.8K - $32.1K
|
10K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-125- 12.12% |
$26K - $32.4K
|
906
$179K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-125- 0.71% |
$26K - $32.4K
|
17.6K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-127- 0.93% |
$26.4K - $32.9K
|
13.5K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 0.67% |
$27.1K - $33.7K
|
19.2K
$3.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-131- 13.1% |
$27.3K - $33.9K
|
869
$172K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-131- 4.49% |
$27.3K - $33.9K
|
2.78K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-135- 6.75% |
$28.1K - $35K
|
1.86K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-135- 9.83% |
$28.1K - $35K
|
1.24K
$245K
|