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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 5.56% |
$191 - $237
|
17
$3.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.99% |
$382 - $473
|
200
$41.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$382 - $473
|
14.4K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 12.5% |
$573 - $710
|
21
$4.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 13.64% |
$573 - $710
|
19
$3.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 11.11% |
$764 - $947
|
32
$6.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5- 0.08% |
$955 - $1.18K
|
6.62K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-5- 2.86% |
$955 - $1.18K
|
170
$35.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.83% |
$955 - $1.18K
|
600
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 60.0% |
$1.15K - $1.42K
|
4
$833
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7- 1.35% |
$1.34K - $1.66K
|
513
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.32% |
$1.53K - $1.89K
|
233
$48.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-9- 15.52% |
$1.72K - $2.13K
|
49
$10.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-10- 4.81% |
$1.91K - $2.37K
|
198
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 38.46% |
$1.91K - $2.37K
|
16
$3.33K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10- 15.38% |
$1.91K - $2.37K
|
55
$11.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 27.03% |
$1.91K - $2.37K
|
27
$5.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-11- 0.55% |
$2.1K - $2.6K
|
2K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11- 20.0% |
$2.1K - $2.6K
|
44
$9.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.41% |
$2.48K - $3.08K
|
910
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-13- 0.04% |
$2.48K - $3.08K
|
32.9K
$6.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.92% |
$2.67K - $3.31K
|
1.51K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.85% |
$2.86K - $3.55K
|
1.75K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15- 20.0% |
$2.86K - $3.55K
|
60
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 15.89% |
$3.25K - $4.02K
|
90
$18.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$3.82K - $4.73K
|
7.29K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-20- 32.79% |
$3.82K - $4.73K
|
41
$8.53K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 1.06% |
$4.01K - $4.97K
|
1.96K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-23- 0.18% |
$4.39K - $5.44K
|
12.8K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 31.17% |
$4.58K - $5.68K
|
53
$11K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-30- 1.82% |
$5.73K - $7.1K
|
1.62K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-33- 1.77% |
$6.3K - $7.81K
|
1.84K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 67.35% |
$6.3K - $7.81K
|
16
$3.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-34- 0.23% |
$6.49K - $8.05K
|
14.7K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-36- 40.45% |
$6.87K - $8.52K
|
53
$11K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-36- 1.55% |
$6.87K - $8.52K
|
2.28K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47- 51.09% |
$8.98K - $11.1K
|
45
$9.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-47- 9.69% |
$8.98K - $11.1K
|
438
$91.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-48- 3.8% |
$9.17K - $11.4K
|
1.21K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-49- 1.47% |
$9.36K - $11.6K
|
3.28K
$683K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 16.56% |
$9.55K - $11.8K
|
252
$52.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-51- 3.87% |
$9.74K - $12.1K
|
1.27K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-51- 23.61% |
$9.74K - $12.1K
|
165
$34.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 2.32% |
$10.7K - $13.3K
|
2.36K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 3.04% |
$12K - $14.9K
|
2.01K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-63- 34.24% |
$12K - $14.9K
|
121
$25.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-63- 0.75% |
$12K - $14.9K
|
8.3K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 91.3% |
$12K - $14.9K
|
6
$1.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 16.46% |
$12.8K - $15.9K
|
340
$70.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-69- 3.13% |
$13.2K - $16.3K
|
2.14K
$445K
|