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 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
350+ 33.02% |
$73.9K - $87.1K
|
1.41K
$272K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
334+ 25.73% |
$70.5K - $83.1K
|
1.63K
$314K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
331+ 24.59% |
$69.9K - $82.4K
|
1.68K
$323K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
328+ 5.84% |
$69.3K - $81.6K
|
5.94K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
328+ 8.76% |
$69.3K - $81.6K
|
4.07K
$785K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
313+ 13.08% |
$66.1K - $77.9K
|
2.71K
$521K
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
310+ 14.37% |
$65.5K - $77.1K
|
2.47K
$476K
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
308+ 3.68% |
$65K - $76.7K
|
8.67K
$1.67M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
308+ 18.12% |
$65K - $76.7K
|
2.01K
$387K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
307+ 7.23% |
$64.8K - $76.4K
|
4.55K
$877K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
297+ 3.16% |
$62.7K - $73.9K
|
9.7K
$1.87M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
296+ 3.46% |
$62.5K - $73.7K
|
8.86K
$1.71M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
293+ 7.05% |
$61.9K - $72.9K
|
4.45K
$857K
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
289+ 3.0% |
$61K - $71.9K
|
9.93K
$1.91M
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
286+ 2.4% |
$60.4K - $71.2K
|
12.2K
$2.35M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
284+ 9.42% |
$60K - $70.7K
|
3.3K
$635K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 39.22% |
$59.1K - $69.7K
|
994
$192K
|
|
Aug 14, 2024
Q2 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
279+ 0.14% |
$58.9K - $69.4K
|
206K
$39.7M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
278+ 8.4% |
$58.7K - $69.2K
|
3.59K
$691K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
273+ 74.79% |
$57.7K - $67.9K
|
638
$123K
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
264+ 2.98% |
$55.8K - $65.7K
|
9.11K
$1.76M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
253+ 41.82% |
$53.4K - $63K
|
858
$165K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
248+ 3.76% |
$52.4K - $61.7K
|
6.84K
$1.32M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
246+ 702.86% |
$52K - $61.2K
|
281
$54.1K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
230+ 1.92% |
$48.6K - $57.2K
|
12.2K
$2.35M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
224+ 15.01% |
$47.3K - $55.7K
|
1.72K
$331K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
224+ 1.3% |
$47.3K - $55.7K
|
17.5K
$3.37M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
223+ 7.91% |
$47.1K - $55.5K
|
3.04K
$586K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$42.2K - $49.8K
|
200
$38.5K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
196+ 1.62% |
$41.4K - $48.8K
|
12.3K
$2.37M
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
194+ 0.97% |
$41K - $48.3K
|
20.2K
$3.9M
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
189+ 11.34% |
$39.9K - $47K
|
1.86K
$358K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
186+ 46.62% |
$39.3K - $46.3K
|
585
$113K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
185+ 1.12% |
$39.1K - $46K
|
16.7K
$3.21M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
181+ 6.5% |
$38.2K - $45K
|
2.97K
$571K
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
180+ 0.47% |
$38K - $44.8K
|
38.2K
$7.37M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
169+ 9.97% |
$35.7K - $42.1K
|
1.86K
$359K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
168+ 21.99% |
$35.5K - $41.8K
|
932
$180K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
168+ 7.84% |
$35.5K - $41.8K
|
2.31K
$445K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
165+ 0.42% |
$34.8K - $41.1K
|
39.7K
$7.65M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
162+ 0.03% |
$34.2K - $40.3K
|
520K
$100M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
160+ 1.13% |
$33.8K - $39.8K
|
14.4K
$2.77M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
158+ 3.82% |
$33.4K - $39.3K
|
4.29K
$827K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
152New |
$32.1K - $37.8K
|
152
$29.3K
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
150+ 0.85% |
$31.7K - $37.3K
|
17.7K
$3.42M
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
150+ 8.96% |
$31.7K - $37.3K
|
1.83K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
147+ 2.3% |
$31K - $36.6K
|
6.53K
$1.26M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
145+ 14.38% |
$30.6K - $36.1K
|
1.15K
$222K
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
145New |
$30.6K - $36.1K
|
145
$27.9K
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
137New |
$28.9K - $34.1K
|
137
$26.4K
|