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
|
Hb Wealth Management, LLC
|
SELL
|
- |
-886- 22.08% |
$169K - $210K
|
3.13K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-890- 9.08% |
$170K - $211K
|
8.92K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-904- 4.84% |
$173K - $214K
|
17.8K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-945- 34.5% |
$180K - $224K
|
1.79K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-958- 2.76% |
$183K - $227K
|
33.7K
$7.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-997- 27.53% |
$190K - $236K
|
2.63K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1K- 13.17% |
$192K - $238K
|
6.62K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.05K- 78.82% |
$201K - $249K
|
283
$58.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 16.63% |
$213K - $264K
|
5.6K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.16K- 1.93% |
$222K - $275K
|
59K
$12.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.19K- 25.17% |
$227K - $281K
|
3.54K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.2K- 6.19% |
$230K - $284K
|
18.2K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 26.59% |
$247K - $307K
|
3.58K
$745K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.31K- 99.39% |
$251K - $311K
|
8
$1.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.31K- 77.84% |
$251K - $311K
|
374
$77.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 15.27% |
$292K - $362K
|
8.48K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.17K- 51.73% |
$414K - $513K
|
2.02K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.19K- 4.85% |
$417K - $517K
|
42.9K
$8.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.2K- 2.41% |
$420K - $520K
|
89.1K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.25K- 2.29% |
$429K - $532K
|
96K
$20M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.33K- 3.28% |
$445K - $551K
|
68.7K
$14.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.36K- 47.57% |
$451K - $559K
|
2.61K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.54K- 2.44% |
$485K - $601K
|
101K
$21.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.78K- 48.75% |
$531K - $657K
|
2.92K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.78K- 21.38% |
$531K - $658K
|
10.2K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.91K- 40.63% |
$556K - $689K
|
4.26K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.13K- 69.57% |
$597K - $740K
|
1.37K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.14K- 19.03% |
$599K - $742K
|
13.3K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.19K- 23.89% |
$610K - $755K
|
10.2K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.25K- 2.74% |
$620K - $768K
|
115K
$24M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.56K- 99.97% |
$681K - $843K
|
1
$208
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.6K- 6.64% |
$687K - $851K
|
50.5K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.66K- 1.37% |
$698K - $865K
|
264K
$54.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4K- 2.85% |
$764K - $946K
|
136K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.41K- 5.01% |
$1.03M - $1.28M
|
103K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.44K- 12.59% |
$1.04M - $1.29M
|
37.7K
$7.86M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.46K- 21.93% |
$1.04M - $1.29M
|
19.4K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6.23K- 59.15% |
$1.19M - $1.47M
|
4.3K
$896K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.9K- 16.29% |
$1.32M - $1.63M
|
35.5K
$7.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-7.1K- 9.92% |
$1.36M - $1.68M
|
64.5K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-7.19K- 4.58% |
$1.37M - $1.7M
|
150K
$31.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.64K- 30.96% |
$1.46M - $1.81M
|
17K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.99K- 37.64% |
$1.53M - $1.89M
|
13.2K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.31K- 55.57% |
$1.59M - $1.97M
|
6.64K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-8.45K- 3.96% |
$1.61M - $2M
|
205K
$42.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-8.78K- 37.89% |
$1.68M - $2.08M
|
14.4K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-9.04K- 9.24% |
$1.73M - $2.14M
|
88.8K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.26K- 14.8% |
$1.77M - $2.19M
|
53.3K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9.75K- 64.07% |
$1.86M - $2.31M
|
5.47K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-9.75K- 8.07% |
$1.86M - $2.31M
|
111K
$23.1M
|