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 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63+ 4.64% |
$12.4K - $15.9K
|
1.42K
$281K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
62+ 4.41% |
$12.2K - $15.6K
|
1.47K
$291K
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
60+ 5.74% |
$11.8K - $15.1K
|
1.11K
$219K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
60New |
$11.8K - $15.1K
|
60
$11.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 27.91% |
$11.8K - $15.1K
|
275
$54.5K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
55New |
$10.8K - $13.9K
|
55
$10.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54New |
$10.6K - $13.6K
|
54
$10.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
52New |
$10.2K - $13.1K
|
52
$10.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Homestead Advisers Corp
|
BUY
|
- |
52+ 24.53% |
$10.2K - $13.1K
|
264
$52.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 173.33% |
$10.2K - $13.1K
|
82
$16.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
50+ 0.11% |
$9.82K - $12.6K
|
44.3K
$8.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 22.66% |
$9.04K - $11.6K
|
249
$49.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
45New |
$8.84K - $11.4K
|
45
$8.91K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
43+ 15.69% |
$8.45K - $10.8K
|
317
$62.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
40+ 1.65% |
$7.86K - $10.1K
|
2.46K
$487K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
37+ 14.18% |
$7.27K - $9.33K
|
298
$59K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
36+ 5.86% |
$7.07K - $9.08K
|
650
$129K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36+ 2.86% |
$7.07K - $9.08K
|
1.29K
$256K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
35+ 2.55% |
$6.88K - $8.83K
|
1.41K
$279K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 136.0% |
$6.68K - $8.58K
|
59
$11.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
33+ 0.45% |
$6.48K - $8.33K
|
7.33K
$1.45M
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
33+ 0.9% |
$6.48K - $8.33K
|
3.7K
$732K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 64.71% |
$6.48K - $8.33K
|
84
$16.6K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29New |
$5.7K - $7.32K
|
29
$5.74K
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
29+ 0.77% |
$5.7K - $7.32K
|
3.81K
$754K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
28+ 36.84% |
$5.5K - $7.06K
|
104
$20.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
27+ 2.2% |
$5.3K - $6.81K
|
1.26K
$249K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
27+ 1.3% |
$5.3K - $6.81K
|
2.11K
$418K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
25+ 17.24% |
$4.91K - $6.31K
|
170
$33.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 0.08% |
$4.91K - $6.31K
|
32.5K
$6.44M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
21+ 0.88% |
$4.13K - $5.3K
|
2.4K
$476K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21+ 1.37% |
$4.13K - $5.3K
|
1.55K
$307K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.84% |
$4.13K - $5.3K
|
2.51K
$498K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 1.98% |
$3.93K - $5.05K
|
1.03K
$204K
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.92% |
$3.93K - $5.05K
|
2.2K
$435K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 2.09% |
$3.73K - $4.79K
|
928
$184K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
19New |
$3.73K - $4.79K
|
19
$3.76K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
19+ 0.1% |
$3.73K - $4.79K
|
19.9K
$3.94M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$3.14K - $4.04K
|
16
$3.17K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 37.21% |
$3.14K - $4.04K
|
59
$11.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15+ 1.64% |
$2.95K - $3.78K
|
930
$184K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 3.36% |
$2.95K - $3.78K
|
462
$91.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
14+ 1.12% |
$2.75K - $3.53K
|
1.27K
$251K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
14+ 32.56% |
$2.75K - $3.53K
|
57
$11.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13New |
$2.55K - $3.28K
|
13
$2.57K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
13+ 118.18% |
$2.55K - $3.28K
|
24
$4.75K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
13+ 1.09% |
$2.55K - $3.28K
|
1.21K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 20.0% |
$2.36K - $3.03K
|
72
$14.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12New |
$2.36K - $3.03K
|
12
$2.38K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.47% |
$2.16K - $2.78K
|
2.36K
$467K
|