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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 19.35% |
$2.53K - $2.99K
|
74
$12.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 47.83% |
$2.32K - $2.74K
|
34
$5.55K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.16% |
$1.9K - $2.24K
|
5.8K
$947K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9+ 0.59% |
$1.9K - $2.24K
|
1.54K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.96% |
$1.9K - $2.24K
|
951
$155K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 225.0% |
$1.9K - $2.24K
|
13
$2.12K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 90.0% |
$1.9K - $2.24K
|
19
$3.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.5% |
$1.69K - $1.99K
|
1.61K
$263K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 1.08% |
$1.69K - $1.99K
|
751
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 17.02% |
$1.69K - $1.99K
|
55
$8.98K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6+ 0.28% |
$1.27K - $1.49K
|
2.13K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6+ 0.52% |
$1.27K - $1.49K
|
1.16K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6+ 0.59% |
$1.27K - $1.49K
|
1.02K
$166K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 13.95% |
$1.27K - $1.49K
|
49
$8K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.88% |
$1.06K - $1.24K
|
575
$93.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.06K - $1.24K
|
2.34K
$382K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$1.06K - $1.24K
|
5
$816
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.34% |
$1.06K - $1.24K
|
1.48K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$845 - $995
|
4
$653
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 26.67% |
$845 - $995
|
19
$3.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.4% |
$845 - $995
|
993
$162K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$634 - $747
|
3
$490
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$634 - $747
|
3
$490
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.27% |
$634 - $747
|
1.13K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 20.0% |
$634 - $747
|
18
$2.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$422 - $498
|
2
$327
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$422 - $498
|
2
$327
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 0.24% |
$422 - $498
|
840
$137K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.15% |
$422 - $498
|
1.35K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 33.33% |
$422 - $498
|
8
$1.31K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 4.44% |
$422 - $498
|
47
$7.67K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.2% |
$422 - $498
|
93
$15.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 14.29% |
$211 - $249
|
8
$1.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 100.0% |
$211 - $249
|
2
$327
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 4.76% |
$211 - $249
|
22
$3.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$211 - $249
|
1
$163
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 5.56% |
$211 - $249
|
17
$2.78K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$211 - $249
|
2
$327
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 25.0% |
$211 - $249
|
3
$490
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 1.82% |
$211 - $249
|
54
$8.82K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.3% |
$211 - $249
|
333
$54.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$422 - $498
|
15.5K
$2.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 5.56% |
$422 - $498
|
34
$5.55K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 1.2% |
$422 - $498
|
165
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 0.43% |
$422 - $498
|
463
$75.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.18% |
$422 - $498
|
1.1K
$179K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 7.5% |
$634 - $747
|
37
$6.04K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-3- 0.22% |
$634 - $747
|
1.35K
$220K
|