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 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4- 0.29% |
$845 - $995
|
1.36K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.75% |
$1.27K - $1.49K
|
799
$130K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6- 35.29% |
$1.27K - $1.49K
|
11
$1.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-7- 10.77% |
$1.48K - $1.74K
|
58
$9.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7- 0.08% |
$1.48K - $1.74K
|
8.36K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7- 0.04% |
$1.48K - $1.74K
|
18K
$2.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 13.21% |
$1.48K - $1.74K
|
46
$7.51K
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-8- 0.13% |
$1.69K - $1.99K
|
6.39K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-8- 0.4% |
$1.69K - $1.99K
|
2.01K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9- 0.41% |
$1.9K - $2.24K
|
2.17K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-9- 1.08% |
$1.9K - $2.24K
|
826
$135K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 0.67% |
$1.9K - $2.24K
|
1.34K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-12- 0.58% |
$2.53K - $2.99K
|
2.06K
$336K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-12- 1.17% |
$2.53K - $2.99K
|
1.02K
$166K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-13- 1.09% |
$2.75K - $3.24K
|
1.18K
$192K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-14- 3.1% |
$2.96K - $3.48K
|
438
$71.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14- 0.71% |
$2.96K - $3.48K
|
1.95K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 26.23% |
$3.38K - $3.98K
|
45
$7.35K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 14.29% |
$3.59K - $4.23K
|
102
$16.7K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-18- 1.63% |
$3.8K - $4.48K
|
1.09K
$177K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.15% |
$4.65K - $5.48K
|
1.9K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23- 1.47% |
$4.86K - $5.72K
|
1.54K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-23- 0.8% |
$4.86K - $5.72K
|
2.84K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 0.4% |
$4.86K - $5.72K
|
5.72K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 1.73% |
$5.28K - $6.22K
|
1.42K
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28- 0.07% |
$5.91K - $6.97K
|
40.2K
$6.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-29- 0.24% |
$6.12K - $7.22K
|
12.2K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 3.87% |
$6.12K - $7.22K
|
720
$118K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-33- 0.99% |
$6.97K - $8.21K
|
3.31K
$541K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 1.15% |
$7.81K - $9.21K
|
3.18K
$518K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.44% |
$8.02K - $9.46K
|
2.6K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39- 0.82% |
$8.24K - $9.71K
|
4.73K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-39- 2.54% |
$8.24K - $9.71K
|
1.5K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-40- 0.63% |
$8.45K - $9.95K
|
6.29K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-44- 0.11% |
$9.29K - $11K
|
40K
$6.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-45- 1.47% |
$9.5K - $11.2K
|
3.01K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-46- 0.11% |
$9.71K - $11.4K
|
40.2K
$6.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-47- 92.16% |
$9.93K - $11.7K
|
4
$653
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-48- 2.17% |
$10.1K - $11.9K
|
2.16K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 3.13% |
$10.3K - $12.2K
|
1.52K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 0.78% |
$10.6K - $12.4K
|
6.32K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 10.18% |
$10.8K - $12.7K
|
450
$73.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-51- 0.51% |
$10.8K - $12.7K
|
9.95K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-53- 4.7% |
$11.2K - $13.2K
|
1.07K
$175K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-57- 1.24% |
$12K - $14.2K
|
4.55K
$742K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-57- 2.89% |
$12K - $14.2K
|
1.92K
$313K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-58- 2.64% |
$12.2K - $14.4K
|
2.14K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-59- 2.41% |
$12.5K - $14.7K
|
2.39K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-62- 0.11% |
$13.1K - $15.4K
|
56.2K
$9.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-63- 1.8% |
$13.3K - $15.7K
|
3.44K
$562K
|