Purchases and Sales Made in Q1 2025 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2025. 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 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
535+ 17.31% |
$94.3K - $112K
|
3.63K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
519+ 4.89% |
$91.5K - $109K
|
11.1K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
514+ 27.71% |
$90.6K - $108K
|
2.37K
$387K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
513+ 20.36% |
$90.4K - $108K
|
3.03K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
512+ 4.0% |
$90.3K - $107K
|
13.3K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
507+ 2.28% |
$89.4K - $106K
|
22.8K
$3.72M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
503+ 5.13% |
$88.7K - $106K
|
10.3K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
500+ 3.1% |
$88.2K - $105K
|
16.7K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
474+ 0.3% |
$83.6K - $99.5K
|
157K
$25.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
470+ 4.59% |
$82.9K - $98.7K
|
10.7K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
468+ 14.25% |
$82.5K - $98.3K
|
3.75K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
466+ 4.2% |
$82.2K - $97.8K
|
11.6K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
463+ 15.16% |
$81.6K - $97.2K
|
3.52K
$574K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
461+ 42.25% |
$81.3K - $96.8K
|
1.55K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
460+ 3.97% |
$81.1K - $96.6K
|
12K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
453New |
$79.9K - $95.1K
|
453
$74K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
453New |
$79.9K - $95.1K
|
453
$74K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
433+ 816.98% |
$76.3K - $90.9K
|
486
$79.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
430+ 2.45% |
$75.8K - $90.3K
|
18K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
430+ 0.54% |
$75.8K - $90.3K
|
80.6K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
430+ 7166.67% |
$75.8K - $90.3K
|
436
$71.2K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
415+ 16.3% |
$73.2K - $87.1K
|
2.96K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
404+ 3.39% |
$71.2K - $84.8K
|
12.3K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
400+ 29.33% |
$70.5K - $84K
|
1.76K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
400+ 0.8% |
$70.5K - $84K
|
50.6K
$8.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
396+ 56.25% |
$69.8K - $83.1K
|
1.1K
$180K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
393+ 34.26% |
$69.3K - $82.5K
|
1.54K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
390+ 1.23% |
$68.8K - $81.9K
|
32K
$5.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
382+ 129.49% |
$67.3K - $80.2K
|
677
$111K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
380+ 0.77% |
$67K - $79.8K
|
50K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
375+ 26.73% |
$66.1K - $78.7K
|
1.78K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
375New |
$66.1K - $78.7K
|
375
$61.2K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
362+ 9.31% |
$63.8K - $76K
|
4.25K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
353New |
$62.2K - $74.1K
|
353
$57.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
351+ 1.79% |
$61.9K - $73.7K
|
20K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350+ 83.53% |
$61.7K - $73.5K
|
769
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
347+ 4.76% |
$61.2K - $72.9K
|
7.64K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
345+ 7.55% |
$60.8K - $72.4K
|
4.92K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
334+ 2.33% |
$58.9K - $70.1K
|
14.7K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
325+ 391.57% |
$57.3K - $68.2K
|
408
$66.6K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
321New |
$56.6K - $67.4K
|
321
$52.4K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
309+ 112.77% |
$54.5K - $64.9K
|
583
$95.2K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
304+ 11.65% |
$53.6K - $63.8K
|
2.91K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
304+ 2.3% |
$53.6K - $63.8K
|
13.5K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
299+ 20.33% |
$52.7K - $62.8K
|
1.77K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
296+ 7.37% |
$52.2K - $62.1K
|
4.31K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
295+ 19.91% |
$52K - $61.9K
|
1.78K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
281+ 0.56% |
$49.5K - $59K
|
50.3K
$8.21M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
278+ 99.29% |
$49K - $58.4K
|
558
$91.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
275+ 3.77% |
$48.5K - $57.7K
|
7.57K
$1.24M
|