Purchases and Sales Made in Q2 2021 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
932+ 2.12% |
$185K - $230K
|
44.9K
$8.64M
|
|
|
Aug 09, 2021
Q2 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
922New |
$183K - $228K
|
922
$178K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
920New |
$182K - $227K
|
920
$177K
|
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
901New |
$178K - $222K
|
901
$174K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
900+ 15.6% |
$178K - $222K
|
6.67K
$1.29M
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
896New |
$177K - $221K
|
896
$173K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
894New |
$177K - $221K
|
894
$172K
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
888+ 23.34% |
$176K - $219K
|
4.69K
$904K
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
884+ 911.34% |
$175K - $218K
|
981
$189K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
883+ 19.48% |
$175K - $218K
|
5.42K
$1.04M
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
876New |
$174K - $216K
|
876
$169K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
875+ 1562.5% |
$173K - $216K
|
931
$179K
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
874New |
$173K - $216K
|
874
$168K
|
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
865New |
$171K - $213K
|
865
$167K
|
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
854New |
$169K - $211K
|
854
$165K
|
|
|
Aug 16, 2021
Q2 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
852New |
$169K - $210K
|
852
$164K
|
|
|
Aug 12, 2021
Q2 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
851New |
$169K - $210K
|
851
$164K
|
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
850New |
$168K - $210K
|
850
$164K
|
|
|
Aug 10, 2021
Q2 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
839+ 6.54% |
$166K - $207K
|
13.7K
$2.63M
|
|
|
Jul 20, 2021
Q2 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
838New |
$166K - $207K
|
838
$161K
|
|
|
Aug 11, 2021
Q2 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
837New |
$166K - $207K
|
837
$161K
|
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
834New |
$165K - $206K
|
834
$161K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
834New |
$165K - $206K
|
834
$161K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
831+ 18.78% |
$165K - $205K
|
5.26K
$1.01M
|
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
827New |
$164K - $204K
|
827
$159K
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
826+ 44.65% |
$164K - $204K
|
2.68K
$516K
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
793+ 6.47% |
$157K - $196K
|
13.1K
$2.52M
|
|
|
Aug 06, 2021
Q2 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
790New |
$156K - $195K
|
790
$152K
|
|
|
Jul 15, 2021
Q2 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
766+ 2.36% |
$152K - $189K
|
33.2K
$6.41M
|
|
|
Nov 18, 2022
Q2 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
765+ 5.65% |
$152K - $189K
|
14.3K
$2.75M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
763+ 24.12% |
$151K - $188K
|
3.93K
$756K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
749+ 227.66% |
$148K - $185K
|
1.08K
$208K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
747+ 41.34% |
$148K - $184K
|
2.55K
$492K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
742+ 68.07% |
$147K - $183K
|
1.83K
$353K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
722+ 18.85% |
$143K - $178K
|
4.55K
$877K
|
|
|
Jul 16, 2021
Q2 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
705New |
$140K - $174K
|
705
$136K
|
|
|
Jul 26, 2021
Q2 2021
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
700+ 19.44% |
$139K - $173K
|
4.3K
$829K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
650+ 37.27% |
$129K - $160K
|
2.39K
$461K
|
|
|
Aug 16, 2021
Q2 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
641New |
$127K - $158K
|
641
$124K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
633New |
$125K - $156K
|
633
$122K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
609+ 31.52% |
$121K - $150K
|
2.54K
$490K
|
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
BUY
|
- |
586+ 55.81% |
$116K - $145K
|
1.64K
$315K
|
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
584+ 4.22% |
$116K - $144K
|
14.4K
$2.78M
|
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
579+ 4.78% |
$115K - $143K
|
12.7K
$2.44M
|
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
566+ 7.04% |
$112K - $140K
|
8.61K
$1.66M
|
|
|
Aug 11, 2021
Q2 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
543+ 7.61% |
$108K - $134K
|
7.68K
$1.48M
|
|
|
Aug 10, 2021
Q2 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
528+ 10.03% |
$105K - $130K
|
5.79K
$1.12M
|
|
|
Aug 06, 2021
Q2 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
499+ 5.0% |
$98.8K - $123K
|
10.5K
$2.02M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
476+ 3.52% |
$94.3K - $117K
|
14K
$2.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
476+ 11.06% |
$94.3K - $117K
|
4.78K
$921K
|