Purchases and Sales Made in Q3 2021 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 50.0% |
$240 - $265
|
3
$558
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$240 - $265
|
1
$186
|
|
|
Nov 15, 2021
Q3 2021
|
Eulav Asset Management
|
SELL
|
- |
-1- -0.0% |
$240 - $265
|
72.5K
$13.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1- -0.0% |
$240 - $265
|
24K
$4.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1- 9.09% |
$240 - $265
|
10
$1.86K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 1.89% |
$240 - $265
|
52
$9.67K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1- 0.1% |
$240 - $265
|
1.01K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1- 0.01% |
$240 - $265
|
8.7K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$240 - $265
|
38K
$7.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2- 0.09% |
$479 - $530
|
2.11K
$392K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$479 - $530
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 2.97% |
$719 - $796
|
98
$18.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.5% |
$719 - $796
|
603
$112K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6- 2.34% |
$1.44K - $1.59K
|
250
$46.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7- 3.43% |
$1.68K - $1.86K
|
197
$36.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.26% |
$1.68K - $1.86K
|
2.65K
$492K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 15.63% |
$2.4K - $2.65K
|
54
$10K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-11Closed |
$2.63K - $2.92K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-14- 1.03% |
$3.35K - $3.71K
|
1.34K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 5.93% |
$3.59K - $3.98K
|
238
$44.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 1.28% |
$3.59K - $3.98K
|
1.16K
$215K
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-17- 1.52% |
$4.07K - $4.51K
|
1.1K
$204K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 5.66% |
$4.31K - $4.77K
|
300
$55.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.17% |
$4.55K - $5.04K
|
11.2K
$2.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-20- 1.2% |
$4.79K - $5.3K
|
1.65K
$306K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-23- 2.63% |
$5.51K - $6.1K
|
853
$159K
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-25- 4.13% |
$5.99K - $6.63K
|
580
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-28- 2.69% |
$6.71K - $7.43K
|
1.01K
$188K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-29- 0.73% |
$6.95K - $7.69K
|
3.95K
$734K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-31- 3.55% |
$7.43K - $8.22K
|
843
$157K
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-35- 0.87% |
$8.38K - $9.28K
|
3.99K
$742K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 16.75% |
$8.38K - $9.28K
|
174
$32.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 6.07% |
$9.1K - $10.1K
|
588
$109K
|
|
|
Nov 15, 2021
Q3 2021
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-38- 0.28% |
$9.1K - $10.1K
|
13.7K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40- 40.4% |
$9.58K - $10.6K
|
59
$11K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-40- 4.15% |
$9.58K - $10.6K
|
925
$172K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-40- 0.72% |
$9.58K - $10.6K
|
5.51K
$1.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 1.54% |
$9.58K - $10.6K
|
2.55K
$474K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-42- 8.97% |
$10.1K - $11.1K
|
426
$79.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-44- 3.78% |
$10.5K - $11.7K
|
1.12K
$208K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-48- 10.02% |
$11.5K - $12.7K
|
431
$80.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-50- 1.23% |
$12K - $13.3K
|
4.01K
$746K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-50- 17.79% |
$12K - $13.3K
|
231
$42.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-50- 0.39% |
$12K - $13.3K
|
12.7K
$2.37M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-52- 5.44% |
$12.5K - $13.8K
|
904
$168K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-54- 4.53% |
$12.9K - $14.3K
|
1.14K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-60- 2.11% |
$14.4K - $15.9K
|
2.79K
$518K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-62Closed |
$14.9K - $16.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 0.79% |
$15.1K - $16.7K
|
7.96K
$1.48M
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-64- 3.6% |
$15.3K - $17K
|
1.71K
$319K
|