Purchases and Sales Made in Q2 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74K+ 42.65% |
$687K - $841K
|
12.5K
$2.41M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$670K - $820K
|
3.65K
$703K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.57K+ 0.72% |
$656K - $803K
|
502K
$96.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.55K+ 25.53% |
$651K - $797K
|
17.4K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$646K - $791K
|
3.52K
$678K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.49K+ 27.85% |
$641K - $785K
|
16K
$3.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
3.24K+ 0.67% |
$595K - $728K
|
490K
$94.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.23KNew |
$593K - $726K
|
3.23K
$623K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.04K+ 118.63% |
$558K - $683K
|
5.6K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.03K+ 3.76% |
$556K - $680K
|
83.5K
$16.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.93K+ 23.85% |
$539K - $659K
|
15.2K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.78K+ 8.25% |
$510K - $625K
|
36.5K
$7.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.74K+ 8.24% |
$502K - $615K
|
35.9K
$6.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.7K+ 10.13% |
$497K - $608K
|
29.4K
$5.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.66K+ 0.59% |
$488K - $597K
|
453K
$87.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.65KNew |
$486K - $595K
|
2.65K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.62K+ 110.28% |
$481K - $588K
|
4.99K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.58K+ 0.57% |
$473K - $579K
|
458K
$88.3M
|
|
|
Aug 10, 2023
Q2 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
2.53K+ 0.82% |
$464K - $568K
|
309K
$59.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.51KNew |
$461K - $564K
|
2.51K
$483K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.49K+ 4.92% |
$458K - $560K
|
53.2K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.48K+ 1.99% |
$456K - $558K
|
127K
$24.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.46KNew |
$451K - $552K
|
2.46K
$473K
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
BUY
|
- |
2.32K+ 13.7% |
$426K - $521K
|
19.3K
$3.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.31K+ 23.79% |
$424K - $519K
|
12K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.28K+ 1.2% |
$419K - $512K
|
193K
$37.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
2.22K+ 12.46% |
$408K - $499K
|
20K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.12K+ 21.97% |
$389K - $476K
|
11.7K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 11.76% |
$387K - $474K
|
20K
$3.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.1K+ 189.86% |
$385K - $471K
|
3.2K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.08K+ 2.56% |
$382K - $468K
|
83.2K
$16M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.04K+ 2.69% |
$375K - $459K
|
78.1K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.01K+ 144.71% |
$369K - $452K
|
3.4K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.96KNew |
$359K - $439K
|
1.96K
$377K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.89K+ 60.52% |
$347K - $425K
|
5.02K
$967K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.89KNew |
$347K - $424K
|
1.89K
$364K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.78KNew |
$327K - $401K
|
1.78K
$343K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.78KNew |
$327K - $401K
|
1.78K
$343K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.74KNew |
$319K - $390K
|
1.74K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.67K+ 45.95% |
$306K - $375K
|
5.3K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.61K+ 0.09% |
$295K - $361K
|
1.8M
$347M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.61K+ 5.6% |
$295K - $361K
|
30.3K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.61K+ 1.53% |
$295K - $361K
|
106K
$20.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.6KNew |
$294K - $360K
|
1.6K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.6KNew |
$294K - $360K
|
1.6K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.59KNew |
$291K - $356K
|
1.59K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.48K+ 3.1% |
$271K - $332K
|
49.2K
$9.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$265K - $325K
|
1.44K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.44K+ 8.68% |
$264K - $323K
|
18K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.44K+ 40.89% |
$264K - $323K
|
4.95K
$954K
|