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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-69- 3.13% |
$13.2K - $16.3K
|
2.14K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-77- 4.84% |
$14.7K - $18.2K
|
1.52K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-78- 1.24% |
$14.9K - $18.5K
|
6.22K
$1.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-79- 2.63% |
$15.1K - $18.7K
|
2.92K
$608K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-94- 1.49% |
$18K - $22.2K
|
6.23K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-98- 2.47% |
$18.7K - $23.2K
|
3.86K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-102- 6.38% |
$19.5K - $24.1K
|
1.5K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-110- 3.05% |
$21K - $26K
|
3.5K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-112- 14.05% |
$21.4K - $26.5K
|
685
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-113- 3.44% |
$21.6K - $26.7K
|
3.17K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-115- 0.19% |
$22K - $27.2K
|
59.4K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125- 77.64% |
$23.9K - $29.6K
|
36
$7.49K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-129- 52.65% |
$24.6K - $30.5K
|
116
$24.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-131- 13.26% |
$25K - $31K
|
857
$178K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-135- 2.84% |
$25.8K - $31.9K
|
4.61K
$960K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-136- 0.39% |
$26K - $32.2K
|
34.5K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 9.09% |
$28.1K - $34.8K
|
1.47K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-152- 26.62% |
$29K - $36K
|
419
$87.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-154- 1.68% |
$29.4K - $36.4K
|
9.02K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-155- 1.06% |
$29.6K - $36.7K
|
14.5K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-159- 2.68% |
$30.4K - $37.6K
|
5.78K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-161- 5.91% |
$30.7K - $38.1K
|
2.56K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-164- 1.63% |
$31.3K - $38.8K
|
9.9K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-164- 1.36% |
$31.3K - $38.8K
|
11.9K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-165- 2.91% |
$31.5K - $39K
|
5.51K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-187- 4.93% |
$35.7K - $44.2K
|
3.6K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-197- 5.07% |
$37.6K - $46.6K
|
3.69K
$768K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-198- 0.99% |
$37.8K - $46.9K
|
19.8K
$4.11M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-200- 9.52% |
$38.2K - $47.3K
|
1.9K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 12.26% |
$38.2K - $47.3K
|
1.43K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-207- 8.36% |
$39.5K - $49K
|
2.27K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-217- 0.8% |
$41.4K - $51.3K
|
26.8K
$5.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-258- 17.74% |
$49.3K - $61.1K
|
1.2K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-265- 2.43% |
$50.6K - $62.7K
|
10.6K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-265- 66.25% |
$50.6K - $62.7K
|
135
$28.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-269- 19.0% |
$51.4K - $63.7K
|
1.15K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-272- 19.18% |
$51.9K - $64.4K
|
1.15K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-288- 9.59% |
$55K - $68.1K
|
2.72K
$565K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-292- 18.88% |
$55.8K - $69.1K
|
1.26K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-296- 1.66% |
$56.5K - $70K
|
17.5K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 69.61% |
$57.3K - $71K
|
131
$27.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-319- 5.28% |
$60.9K - $75.5K
|
5.73K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-322- 5.86% |
$61.5K - $76.2K
|
5.17K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-323- 3.37% |
$61.7K - $76.4K
|
9.26K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-331- 8.94% |
$63.2K - $78.3K
|
3.37K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-345- 60.85% |
$65.9K - $81.6K
|
222
$46.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-395- 25.14% |
$75.4K - $93.5K
|
1.18K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 4.12% |
$76.4K - $94.7K
|
9.3K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.85% |
$76.4K - $94.7K
|
46.8K
$9.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-408- 59.82% |
$77.9K - $96.5K
|
274
$57K
|