Purchases and Sales Made in Q2 2025 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2025. 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 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
292+ 12.6% |
$40K - $50.9K
|
2.61K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
261+ 73.94% |
$35.8K - $45.5K
|
614
$100K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
260+ 136.13% |
$35.6K - $45.3K
|
451
$73.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
255+ 4.13% |
$34.9K - $44.5K
|
6.44K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
169+ 24.96% |
$23.2K - $29.5K
|
846
$138K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
166+ 12.4% |
$22.7K - $28.9K
|
1.51K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
157+ 16.65% |
$21.5K - $27.4K
|
1.1K
$180K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
101+ 34.01% |
$13.8K - $17.6K
|
398
$65K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
92+ 0.34% |
$12.6K - $16K
|
26.8K
$4.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
62+ 4.62% |
$8.49K - $10.8K
|
1.4K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
49+ 408.33% |
$6.71K - $8.54K
|
61
$9.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
46+ 42.99% |
$6.3K - $8.02K
|
153
$25K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
37+ 0.82% |
$5.07K - $6.45K
|
4.56K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
35New |
$4.8K - $6.1K
|
35
$5.71K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 15.82% |
$3.43K - $4.36K
|
183
$29.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
19+ 13.1% |
$2.6K - $3.31K
|
164
$26.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 350.0% |
$1.92K - $2.44K
|
18
$2.94K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$1.37K - $1.74K
|
10
$1.63K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 26.92% |
$959 - $1.22K
|
33
$5.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7+ 30.43% |
$959 - $1.22K
|
30
$4.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
5+ 71.43% |
$685 - $872
|
12
$1.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.83% |
$685 - $872
|
605
$98.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 3.28% |
$548 - $697
|
126
$20.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.0% |
$137 - $174
|
49
$8K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 6.25% |
$137 - $174
|
15
$2.45K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 2.4% |
$411 - $523
|
122
$19.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 26.67% |
$548 - $697
|
11
$1.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6- 0.41% |
$822 - $1.05K
|
1.47K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10- 1.72% |
$1.37K - $1.74K
|
570
$93.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-10- 19.23% |
$1.37K - $1.74K
|
42
$6.86K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 4.33% |
$1.92K - $2.44K
|
309
$50.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-15- 0.55% |
$2.06K - $2.62K
|
2.72K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-20- 0.64% |
$2.74K - $3.49K
|
3.1K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-27- 1.23% |
$3.7K - $4.71K
|
2.17K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-31- 1.65% |
$4.25K - $5.41K
|
1.85K
$301K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-45- 0.49% |
$6.17K - $7.85K
|
9.2K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-65- 3.59% |
$8.91K - $11.3K
|
1.75K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-121- 4.0% |
$16.6K - $21.1K
|
2.91K
$475K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-125- 1.7% |
$17.1K - $21.8K
|
7.25K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-141- 7.36% |
$19.3K - $24.6K
|
1.77K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-173- 27.12% |
$23.7K - $30.2K
|
465
$75.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-193- 8.46% |
$26.4K - $33.7K
|
2.09K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-212- 7.26% |
$29K - $37K
|
2.71K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-255- 0.48% |
$34.9K - $44.5K
|
52.6K
$8.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-275- 8.52% |
$37.7K - $48K
|
2.95K
$482K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-300- 2.94% |
$41.1K - $52.3K
|
9.89K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-340- 71.43% |
$46.6K - $59.3K
|
136
$22.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-469- 98.53% |
$64.3K - $81.8K
|
7
$1.14K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-639- 3.2% |
$87.5K - $111K
|
19.3K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-775- 4.31% |
$106K - $135K
|
17.2K
$2.81M
|