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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-23- 3.41% |
$4.79K - $5.96K
|
651
$106K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-24- 1.14% |
$5K - $6.22K
|
2.09K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 7.12% |
$5K - $6.22K
|
313
$51.1K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-25- 0.59% |
$5.21K - $6.48K
|
4.23K
$690K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 2.36% |
$5.62K - $7K
|
1.12K
$183K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.35% |
$6.25K - $7.77K
|
8.56K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 0.75% |
$6.25K - $7.77K
|
3.97K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 46.27% |
$6.46K - $8.03K
|
36
$5.88K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-32- 21.77% |
$6.66K - $8.29K
|
115
$18.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36- 37.11% |
$7.5K - $9.33K
|
61
$9.96K
|
|
|
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
$6.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 13.93% |
$8.12K - $10.1K
|
241
$39.3K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-45- 78.95% |
$9.37K - $11.7K
|
12
$1.96K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-46- 2.34% |
$9.58K - $11.9K
|
1.92K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.39% |
$9.79K - $12.2K
|
12K
$1.95M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-48- 0.89% |
$10K - $12.4K
|
5.32K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-48- 1.26% |
$10K - $12.4K
|
3.77K
$615K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-49- 4.25% |
$10.2K - $12.7K
|
1.11K
$180K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 58.82% |
$10.4K - $13K
|
35
$5.71K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 4.25% |
$11K - $13.7K
|
1.2K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-55- 3.91% |
$11.5K - $14.3K
|
1.35K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-56- 3.9% |
$11.7K - $14.5K
|
1.38K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-58- 0.9% |
$12.1K - $15K
|
6.37K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-59- 93.65% |
$12.3K - $15.3K
|
4
$653
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-61- 0.57% |
$12.7K - $15.8K
|
10.7K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-61- 3.0% |
$12.7K - $15.8K
|
1.97K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-61- 0.55% |
$12.7K - $15.8K
|
11.1K
$1.81M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-64- 18.55% |
$13.3K - $16.6K
|
281
$45.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-65- 16.17% |
$13.5K - $16.8K
|
337
$55K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-65- 1.05% |
$13.5K - $16.8K
|
6.14K
$1M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 82.35% |
$14.6K - $18.1K
|
15
$2.45K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 57.26% |
$14.8K - $18.4K
|
53
$8.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 7.07% |
$15K - $18.7K
|
946
$154K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-74- 44.05% |
$15.4K - $19.2K
|
94
$15.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-75- 2.22% |
$15.6K - $19.4K
|
3.31K
$540K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-78- 0.19% |
$16.2K - $20.2K
|
40.3K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-84- 1.02% |
$17.5K - $21.8K
|
8.17K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-85- 0.69% |
$17.7K - $22K
|
12.2K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-85- 0.22% |
$17.7K - $22K
|
37.7K
$6.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-86- 7.09% |
$17.9K - $22.3K
|
1.13K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-89- 92.71% |
$18.5K - $23.1K
|
7
$1.14K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-89- 7.45% |
$18.5K - $23.1K
|
1.11K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-94- 1.26% |
$19.6K - $24.4K
|
7.36K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-95- 1.47% |
$19.8K - $24.6K
|
6.38K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-98- 5.25% |
$20.4K - $25.4K
|
1.77K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-100- 2.88% |
$20.8K - $25.9K
|
3.38K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.2% |
$20.8K - $25.9K
|
50K
$8.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 3.35% |
$21.2K - $26.4K
|
2.94K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-104- 5.09% |
$21.7K - $26.9K
|
1.94K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-107- 6.42% |
$22.3K - $27.7K
|
1.56K
$255K
|