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 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
152New |
$32.1K - $37.8K
|
152
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
150+ 0.85% |
$31.7K - $37.3K
|
17.7K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
150+ 8.96% |
$31.7K - $37.3K
|
1.83K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
147+ 2.3% |
$31K - $36.6K
|
6.53K
$1.07M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
145New |
$30.6K - $36.1K
|
145
$23.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
145+ 14.38% |
$30.6K - $36.1K
|
1.15K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
137New |
$28.9K - $34.1K
|
137
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
136+ 7.01% |
$28.7K - $33.8K
|
2.08K
$339K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
130+ 2.15% |
$27.5K - $32.4K
|
6.18K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
129New |
$27.2K - $32.1K
|
129
$21.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
127+ 2.39% |
$26.8K - $31.6K
|
5.45K
$889K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
122+ 1.47% |
$25.8K - $30.4K
|
8.43K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
121+ 0.01% |
$25.6K - $30.1K
|
1.62M
$265M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
120+ 3.66% |
$25.3K - $29.9K
|
3.4K
$555K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
120New |
$25.3K - $29.9K
|
120
$19.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
118+ 302.56% |
$24.9K - $29.4K
|
157
$25.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
111+ 1.23% |
$23.4K - $27.6K
|
9.11K
$1.49M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 733.33% |
$23.2K - $27.4K
|
125
$20.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
110+ 6.66% |
$23.2K - $27.4K
|
1.76K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
107+ 9.74% |
$22.6K - $26.6K
|
1.21K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 248.84% |
$22.6K - $26.6K
|
150
$24.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
106+ 12.53% |
$22.4K - $26.4K
|
952
$155K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
106+ 302.86% |
$22.4K - $26.4K
|
141
$23K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$21.1K - $24.9K
|
100
$16.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
99+ 159.68% |
$20.9K - $24.6K
|
161
$26.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
97+ 11.15% |
$20.5K - $24.1K
|
967
$158K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
93+ 0.37% |
$19.6K - $23.1K
|
25K
$4.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 23.04% |
$19.2K - $22.6K
|
486
$79.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
90+ 1.97% |
$19K - $22.4K
|
4.65K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
86+ 1.32% |
$18.2K - $21.4K
|
6.61K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
84+ 1.94% |
$17.7K - $20.9K
|
4.42K
$721K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
82+ 0.09% |
$17.3K - $20.4K
|
91K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80+ 40.2% |
$16.9K - $19.9K
|
279
$45.5K
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
80+ 3.14% |
$16.9K - $19.9K
|
2.63K
$429K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
79+ 7.18% |
$16.7K - $19.7K
|
1.18K
$193K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
78+ 7.13% |
$16.5K - $19.4K
|
1.17K
$191K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
76+ 1.82% |
$16K - $18.9K
|
4.26K
$695K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
75+ 5.14% |
$15.8K - $18.7K
|
1.53K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
73+ 1.44% |
$15.4K - $18.2K
|
5.15K
$841K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
72+ 6.1% |
$15.2K - $17.9K
|
1.25K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
72+ 25.0% |
$15.2K - $17.9K
|
360
$58.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 5.47% |
$14.8K - $17.4K
|
1.35K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
70+ 0.4% |
$14.8K - $17.4K
|
17.5K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
68+ 37.57% |
$14.4K - $16.9K
|
249
$40.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
68+ 3.67% |
$14.4K - $16.9K
|
1.92K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
68+ 0.83% |
$14.4K - $16.9K
|
8.24K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
66+ 2.81% |
$13.9K - $16.4K
|
2.41K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64+ 177.78% |
$13.5K - $15.9K
|
100
$16.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
62+ 11.61% |
$13.1K - $15.4K
|
596
$97.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60+ 3.93% |
$12.7K - $14.9K
|
1.59K
$259K
|