Purchases and Sales Made in Q4 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5New |
$955 - $1.18K
|
5
$816
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$955 - $1.18K
|
5
$816
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 22.73% |
$955 - $1.18K
|
27
$4.41K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 3.85% |
$955 - $1.18K
|
135
$22K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.48% |
$955 - $1.18K
|
1.04K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4+ 0.16% |
$764 - $947
|
2.46K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$764 - $947
|
4
$653
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$764 - $947
|
4
$653
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$573 - $710
|
3
$490
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 27.27% |
$573 - $710
|
14
$2.29K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.42% |
$573 - $710
|
127
$20.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 100.0% |
$573 - $710
|
6
$980
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$573 - $710
|
3
$490
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 8.33% |
$382 - $473
|
26
$4.24K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2+ 0.14% |
$382 - $473
|
1.45K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$382 - $473
|
4.11K
$670K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$191 - $237
|
1.2M
$196M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.02% |
$191 - $237
|
4.19K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
1+ 0.07% |
$191 - $237
|
1.44K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$191 - $237
|
1
$163
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1- 0.12% |
$191 - $237
|
835
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.25% |
$191 - $237
|
400
$65.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 3.45% |
$191 - $237
|
28
$4.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$191 - $237
|
2.18K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1- 0.09% |
$191 - $237
|
1.09K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 5.56% |
$191 - $237
|
17
$2.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-2- 0.01% |
$382 - $473
|
26.7K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2- 0.2% |
$382 - $473
|
979
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.99% |
$382 - $473
|
200
$32.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$382 - $473
|
14.4K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 13.64% |
$573 - $710
|
19
$3.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 12.5% |
$573 - $710
|
21
$3.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4- 0.38% |
$764 - $947
|
1.04K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 11.11% |
$764 - $947
|
32
$5.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 14.29% |
$955 - $1.18K
|
30
$4.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 2.03% |
$955 - $1.18K
|
241
$39.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.83% |
$955 - $1.18K
|
600
$98K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-5- 2.86% |
$955 - $1.18K
|
170
$27.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5- 0.08% |
$955 - $1.18K
|
6.62K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 60.0% |
$1.15K - $1.42K
|
4
$653
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.1% |
$1.15K - $1.42K
|
5.89K
$961K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7- 1.35% |
$1.34K - $1.66K
|
513
$83.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8- 0.15% |
$1.53K - $1.89K
|
5.42K
$884K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.32% |
$1.53K - $1.89K
|
233
$38K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-9- 15.52% |
$1.72K - $2.13K
|
49
$8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 38.46% |
$1.91K - $2.37K
|
16
$2.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10- 15.38% |
$1.91K - $2.37K
|
55
$8.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-10- 4.81% |
$1.91K - $2.37K
|
198
$32.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 27.03% |
$1.91K - $2.37K
|
27
$4.41K
|