Purchases and Sales Made in Q2 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2024. 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 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
58New |
$12.2K - $14.4K
|
58
$9.47K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 7.88% |
$11.6K - $13.7K
|
753
$123K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
54+ 2.15% |
$11.4K - $13.4K
|
2.57K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
53+ 3.38% |
$11.2K - $13.2K
|
1.62K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
50+ 0.96% |
$10.6K - $12.4K
|
5.23K
$854K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49New |
$10.3K - $12.2K
|
49
$8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49+ 3.29% |
$10.3K - $12.2K
|
1.54K
$251K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
49+ 2.37% |
$10.3K - $12.2K
|
2.11K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
48+ 0.31% |
$10.1K - $11.9K
|
15.7K
$2.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
46+ 0.32% |
$9.71K - $11.4K
|
14.5K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
43+ 2.22% |
$9.08K - $10.7K
|
1.98K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
43+ 3.85% |
$9.08K - $10.7K
|
1.16K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
40+ 37.74% |
$8.45K - $9.95K
|
146
$23.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 0.33% |
$8.45K - $9.95K
|
12.2K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
37+ 2.68% |
$7.81K - $9.21K
|
1.42K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 2.58% |
$7.81K - $9.21K
|
1.47K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
35+ 1.16% |
$7.39K - $8.71K
|
3.05K
$498K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
34+ 6.79% |
$7.18K - $8.46K
|
535
$87.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 3100.0% |
$6.55K - $7.71K
|
32
$5.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 2.45% |
$6.34K - $7.47K
|
1.25K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 18.83% |
$6.12K - $7.22K
|
183
$29.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 10.26% |
$5.91K - $6.97K
|
301
$49.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 89.66% |
$5.49K - $6.47K
|
55
$8.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
26+ 1.21% |
$5.49K - $6.47K
|
2.17K
$354K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 3.33% |
$5.28K - $6.22K
|
776
$127K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.61% |
$5.28K - $6.22K
|
4.1K
$670K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 23.15% |
$5.28K - $6.22K
|
133
$21.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
25+ 1.96% |
$5.28K - $6.22K
|
1.3K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.92% |
$4.86K - $5.72K
|
2.51K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.54% |
$4.65K - $5.48K
|
4.1K
$670K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 1.36% |
$4.43K - $5.23K
|
1.57K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.54% |
$4.22K - $4.98K
|
1.32K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.69% |
$4.22K - $4.98K
|
1.21K
$197K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20+ 153.85% |
$4.22K - $4.98K
|
33
$5.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
20+ 166.67% |
$4.22K - $4.98K
|
32
$5.22K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 6.62% |
$4.01K - $4.73K
|
306
$50K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 7.48% |
$4.01K - $4.73K
|
273
$44.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
18New |
$3.8K - $4.48K
|
18
$2.94K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$3.8K - $4.48K
|
18
$2.94K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 1.2% |
$3.59K - $4.23K
|
1.43K
$234K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 1.44% |
$3.38K - $3.98K
|
1.13K
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16+ 1.12% |
$3.38K - $3.98K
|
1.44K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
16New |
$3.38K - $3.98K
|
16
$2.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14+ 0.54% |
$2.96K - $3.48K
|
2.61K
$426K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13+ 1.32% |
$2.75K - $3.24K
|
999
$163K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 1.39% |
$2.75K - $3.24K
|
949
$155K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
13New |
$2.75K - $3.24K
|
13
$2.12K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 1.37% |
$2.75K - $3.24K
|
959
$157K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 28.57% |
$2.53K - $2.99K
|
54
$8.82K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 1.42% |
$2.53K - $2.99K
|
855
$140K
|