Purchases and Sales Made in Q2 2022 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2022. 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 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
177+ 5.4% |
$34.8K - $44.7K
|
3.46K
$682K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
172+ 6.34% |
$33.8K - $43.4K
|
2.89K
$569K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
164+ 8.57% |
$32.2K - $41.4K
|
2.08K
$410K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 13.08% |
$31.8K - $40.9K
|
1.4K
$277K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 13.08% |
$31.8K - $40.9K
|
1.4K
$277K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
161+ 1.55% |
$31.6K - $40.6K
|
10.5K
$2.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
157+ 155.45% |
$30.8K - $39.6K
|
258
$50.9K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
156+ 11.36% |
$30.6K - $39.4K
|
1.53K
$302K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 2.57% |
$29.5K - $37.8K
|
5.98K
$1.18M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
150+ 1.32% |
$29.5K - $37.8K
|
11.5K
$2.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
146+ 0.3% |
$28.7K - $36.8K
|
49.2K
$9.71M
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
144+ 5.86% |
$28.3K - $36.3K
|
2.6K
$514K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
144+ 8.44% |
$28.3K - $36.3K
|
1.85K
$365K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
139+ 92.05% |
$27.3K - $35.1K
|
290
$57.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
128+ 6.89% |
$25.1K - $32.3K
|
1.99K
$392K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
127+ 18.38% |
$24.9K - $32K
|
818
$161K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
127+ 2.72% |
$24.9K - $32K
|
4.8K
$947K
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
125+ 1.55% |
$24.6K - $31.5K
|
8.2K
$1.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
124+ 41.33% |
$24.4K - $31.3K
|
424
$83.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
122New |
$24K - $30.8K
|
122
$24.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
120+ 9.37% |
$23.6K - $30.3K
|
1.4K
$277K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
120+ 2.31% |
$23.6K - $30.3K
|
5.32K
$1.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
115+ 55.56% |
$22.6K - $29K
|
322
$63.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
111+ 0.14% |
$21.8K - $28K
|
78.1K
$15.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
110+ 2.56% |
$21.6K - $27.8K
|
4.41K
$871K
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
106+ 5.61% |
$20.8K - $26.7K
|
2K
$394K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105+ 2.08% |
$20.6K - $26.5K
|
5.16K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
103+ 0.99% |
$20.2K - $26K
|
10.5K
$2.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
101+ 21.44% |
$19.8K - $25.5K
|
572
$113K
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.01% |
$19.6K - $25.2K
|
828K
$163M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
100+ 0.09% |
$19.6K - $25.2K
|
114K
$22.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
96+ 7.47% |
$18.9K - $24.2K
|
1.38K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
94+ 10.32% |
$18.5K - $23.7K
|
1.01K
$198K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
92+ 2.36% |
$18.1K - $23.2K
|
3.99K
$787K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
92+ 3.08% |
$18.1K - $23.2K
|
3.08K
$607K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 42.86% |
$17.7K - $22.7K
|
300
$59.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
86+ 2.84% |
$16.9K - $21.7K
|
3.12K
$616K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
85+ 8.32% |
$16.7K - $21.4K
|
1.11K
$218K
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
85+ 4.37% |
$16.7K - $21.4K
|
2.03K
$401K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
84+ 12.07% |
$16.5K - $21.2K
|
780
$154K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
74+ 2.8% |
$14.5K - $18.7K
|
2.72K
$537K
|
|
|
Aug 12, 2022
Q2 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
73+ 2.01% |
$14.3K - $18.4K
|
3.71K
$731K
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
72+ 0.35% |
$14.1K - $18.2K
|
20.7K
$4.08M
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
BUY
|
- |
71+ 0.13% |
$13.9K - $17.9K
|
55K
$10.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
70+ 3.32% |
$13.8K - $17.7K
|
2.18K
$430K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 0.75% |
$13.4K - $17.2K
|
9.11K
$1.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
66+ 1.17% |
$13K - $16.7K
|
5.7K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
66+ 2.96% |
$13K - $16.7K
|
2.29K
$452K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
65+ 5.77% |
$12.8K - $16.4K
|
1.19K
$235K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
63+ 4.45% |
$12.4K - $15.9K
|
1.48K
$292K
|