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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
64+ 4.58% |
$11.3K - $13.4K
|
1.46K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
56+ 1.57% |
$9.87K - $11.8K
|
3.63K
$593K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
53+ 23.25% |
$9.34K - $11.1K
|
281
$45.9K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
52New |
$9.17K - $10.9K
|
52
$8.49K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.4% |
$8.82K - $10.5K
|
3.63K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49+ 3.25% |
$8.64K - $10.3K
|
1.56K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44+ 133.33% |
$7.76K - $9.24K
|
77
$12.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 1.85% |
$7.05K - $8.4K
|
2.21K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
40+ 3.16% |
$7.05K - $8.4K
|
1.31K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39+ 32.77% |
$6.88K - $8.19K
|
158
$25.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38+ 0.13% |
$6.7K - $7.98K
|
28.6K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
36New |
$6.35K - $7.56K
|
36
$5.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
35+ 0.03% |
$6.17K - $7.35K
|
136K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
35+ 1.64% |
$6.17K - $7.35K
|
2.17K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 1.39% |
$5.82K - $6.93K
|
2.4K
$392K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
32+ 114.29% |
$5.64K - $6.72K
|
60
$9.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 2.22% |
$5.64K - $6.72K
|
1.47K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30+ 50.85% |
$5.29K - $6.3K
|
89
$14.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 31.87% |
$5.11K - $6.09K
|
120
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28New |
$4.94K - $5.88K
|
28
$4.57K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 1.4% |
$4.94K - $5.88K
|
2.03K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
27New |
$4.76K - $5.67K
|
27
$4.41K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26+ 0.88% |
$4.58K - $5.46K
|
2.97K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 12.63% |
$4.41K - $5.25K
|
223
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25+ 0.04% |
$4.41K - $5.25K
|
61.8K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 19.83% |
$4.23K - $5.04K
|
145
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23+ 2.75% |
$4.05K - $4.83K
|
858
$140K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23New |
$4.05K - $4.83K
|
23
$3.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 1.36% |
$3.88K - $4.62K
|
1.63K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
21+ 0.11% |
$3.7K - $4.41K
|
19.7K
$3.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$3.17K - $3.78K
|
18
$2.94K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17+ 0.66% |
$3K - $3.57K
|
2.6K
$425K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 5.65% |
$2.82K - $3.36K
|
299
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.39% |
$2.64K - $3.15K
|
3.91K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 19.44% |
$2.47K - $2.94K
|
86
$14K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 1.05% |
$2.29K - $2.73K
|
1.26K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12New |
$2.12K - $2.52K
|
12
$1.96K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$2.12K - $2.52K
|
12
$1.96K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 20.0% |
$1.94K - $2.31K
|
66
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 36.67% |
$1.94K - $2.31K
|
41
$6.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10New |
$1.76K - $2.1K
|
10
$1.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9New |
$1.59K - $1.89K
|
9
$1.47K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 33.33% |
$1.59K - $1.89K
|
36
$5.88K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9New |
$1.59K - $1.89K
|
9
$1.47K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9+ 0.15% |
$1.59K - $1.89K
|
5.96K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 7.09% |
$1.59K - $1.89K
|
136
$22.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8New |
$1.41K - $1.68K
|
8
$1.31K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8+ 2.61% |
$1.41K - $1.68K
|
315
$51.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 233.33% |
$1.23K - $1.47K
|
10
$1.63K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$1.23K - $1.47K
|
7
$1.14K
|