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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$39.3K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$39.3K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
238+ 0.2% |
$49.2K - $59.9K
|
120K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
232+ 5.09% |
$48K - $58.4K
|
4.79K
$781K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
223+ 1013.64% |
$46.1K - $56.1K
|
245
$40K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
223+ 10.64% |
$46.1K - $56.1K
|
2.32K
$378K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
218+ 17.4% |
$45.1K - $54.8K
|
1.47K
$240K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
214+ 10.03% |
$44.3K - $53.8K
|
2.35K
$383K
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
212+ 1.98% |
$43.8K - $53.3K
|
10.9K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
208New |
$43K - $52.3K
|
208
$34K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
201+ 13.07% |
$41.6K - $50.6K
|
1.74K
$284K
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
200+ 17.05% |
$41.4K - $50.3K
|
1.37K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.67% |
$41.4K - $50.3K
|
29.9K
$4.87M
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
197+ 0.35% |
$40.7K - $49.6K
|
56.4K
$9.21M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
196+ 612.5% |
$40.5K - $49.3K
|
228
$37.2K
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
195+ 5.64% |
$40.3K - $49.1K
|
3.65K
$596K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
193+ 5.85% |
$39.9K - $48.5K
|
3.49K
$570K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
191+ 353.7% |
$39.5K - $48K
|
245
$40K
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
183+ 1.52% |
$37.8K - $46K
|
12.2K
$1.99M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
180+ 3.03% |
$37.2K - $45.3K
|
6.12K
$999K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
179+ 35.03% |
$37K - $45K
|
690
$113K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
178+ 9.55% |
$36.8K - $44.8K
|
2.04K
$333K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
173+ 1.33% |
$35.8K - $43.5K
|
13.2K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
171+ 0.55% |
$35.4K - $43K
|
31.3K
$5.1M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
171+ 342.0% |
$35.4K - $43K
|
221
$36.1K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
170+ 6.28% |
$35.2K - $42.8K
|
2.88K
$470K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
168+ 4.11% |
$34.7K - $42.3K
|
4.26K
$695K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
157+ 6.56% |
$32.5K - $39.5K
|
2.55K
$416K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
151+ 9.0% |
$31.2K - $38K
|
1.83K
$298K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
151+ 0.25% |
$31.2K - $38K
|
60.2K
$9.83M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
150+ 32.4% |
$31K - $37.7K
|
613
$100K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
148+ 4.79% |
$30.6K - $37.2K
|
3.24K
$529K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
147+ 8.07% |
$30.4K - $37K
|
1.97K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
141New |
$29.2K - $35.5K
|
141
$23K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
141+ 1.87% |
$29.2K - $35.5K
|
7.67K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
141+ 2.43% |
$29.2K - $35.5K
|
5.93K
$969K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
140+ 1.41% |
$29K - $35.2K
|
10.1K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 1.31% |
$28.5K - $34.7K
|
10.7K
$1.74M
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
133+ 7.29% |
$27.5K - $33.5K
|
1.96K
$320K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
132+ 12.04% |
$27.3K - $33.2K
|
1.23K
$200K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
130+ 2.15% |
$26.9K - $32.7K
|
6.19K
$1.01M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
129+ 2.09% |
$26.7K - $32.4K
|
6.3K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
129+ 1.84% |
$26.7K - $32.4K
|
7.15K
$1.17M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
128+ 2.41% |
$26.5K - $32.2K
|
5.45K
$890K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
124+ 1.36% |
$25.6K - $31.2K
|
9.26K
$1.51M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 4.99% |
$25K - $30.4K
|
2.55K
$416K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
119New |
$24.6K - $29.9K
|
119
$19.4K
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
117+ 2.27% |
$24.2K - $29.4K
|
5.27K
$860K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
115+ 1.16% |
$23.8K - $28.9K
|
10.1K
$1.64M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
115New |
$23.8K - $28.9K
|
115
$18.8K
|