Purchases and Sales Made in Q3 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 10.73% |
$9.72K - $11.8K
|
485
$79.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
46+ 0.14% |
$9.51K - $11.6K
|
32.2K
$5.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$8.89K - $10.8K
|
43
$7.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
42+ 2.98% |
$8.69K - $10.6K
|
1.45K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
42+ 1.06% |
$8.69K - $10.6K
|
4.01K
$655K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
41+ 3.01% |
$8.48K - $10.3K
|
1.41K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
41+ 3.56% |
$8.48K - $10.3K
|
1.19K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 4.28% |
$8.48K - $10.3K
|
1K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
40+ 0.64% |
$8.27K - $10.1K
|
6.33K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
40+ 0.23% |
$8.27K - $10.1K
|
17.8K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39+ 4.88% |
$8.07K - $9.81K
|
838
$137K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39+ 205.26% |
$8.07K - $9.81K
|
58
$9.47K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
38+ 2.48% |
$7.86K - $9.56K
|
1.57K
$256K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
38+ 0.61% |
$7.86K - $9.56K
|
6.26K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$7.86K - $9.56K
|
38
$6.2K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
38+ 0.61% |
$7.86K - $9.56K
|
6.26K
$1.02M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 1.15% |
$7.45K - $9.06K
|
3.16K
$516K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
35+ 1.06% |
$7.24K - $8.8K
|
3.35K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
34New |
$7.03K - $8.55K
|
34
$5.55K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 425.0% |
$7.03K - $8.55K
|
42
$6.86K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
33+ 1.11% |
$6.82K - $8.3K
|
3K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
33+ 0.23% |
$6.82K - $8.3K
|
14.4K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
31+ 3.02% |
$6.41K - $7.8K
|
1.06K
$173K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
31+ 53.45% |
$6.41K - $7.8K
|
89
$14.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 2.22% |
$6.2K - $7.55K
|
1.38K
$225K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
28+ 3.11% |
$5.79K - $7.04K
|
928
$151K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.57K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
26+ 2.56% |
$5.38K - $6.54K
|
1.04K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
24+ 0.15% |
$4.96K - $6.04K
|
16.4K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24+ 1.11% |
$4.96K - $6.04K
|
2.2K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
23+ 42.59% |
$4.76K - $5.79K
|
77
$12.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 4.04% |
$4.55K - $5.53K
|
567
$92.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 0.44% |
$4.34K - $5.28K
|
4.75K
$775K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 2.54% |
$4.34K - $5.28K
|
847
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
21+ 0.56% |
$4.34K - $5.28K
|
3.79K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
20+ 1.54% |
$4.14K - $5.03K
|
1.32K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19+ 0.79% |
$3.93K - $4.78K
|
2.41K
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 12.0% |
$3.72K - $4.53K
|
168
$27.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 10.83% |
$3.52K - $4.28K
|
174
$28.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15+ 1.29% |
$3.1K - $3.77K
|
1.18K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14+ 1.46% |
$2.9K - $3.52K
|
976
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 15.05% |
$2.9K - $3.52K
|
107
$17.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$2.9K - $3.52K
|
14
$2.29K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 7.88% |
$2.69K - $3.27K
|
178
$29.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 4.25% |
$2.69K - $3.27K
|
319
$52.1K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.48K - $3.02K
|
12
$1.96K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12+ 0.82% |
$2.48K - $3.02K
|
1.48K
$242K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.52% |
$2.27K - $2.77K
|
2.13K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 14.86% |
$2.27K - $2.77K
|
85
$13.9K
|