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Heartland Bank & Trust’s IQVIA IQV Stock Holding History

Heartland Bank & Trust’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,162
Closed -$275K – 150
2024
Q3 		$275K Sell
1,162
-40
-3% -$9.44K 0.15% 134
2024
Q2 		$254K Buy
+1,202
New +$273K 0.14% 129
2022
Q2 		– Sell
-1,482
Closed -$343K – 130
2022
Q1 		$343K Sell
1,482
-76
-5% -$18K 0.26% 116
2021
Q4 		$440K Sell
1,558
-1,328
-46% -$345K 0.33% 92
2021
Q3 		$691K Buy
2,886
+89
+3% +$22.5K 0.6% 51
2021
Q2 		$678K Buy
+2,797
New +$646K 0.62% 45

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Heartland Bank & Trust's IQV Position: Q4 2024 in Review

Heartland Bank & Trust sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,162 shares — an estimated $275K sold.

Heartland Bank & Trust first reported a position in IQV in Q2 2021 and held it in 6 quarters. The position peaked at $691K in Q3 2021. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Heartland Bank & Trust reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Heartland Bank & Trust sold 1,162 IQVIA shares in Q4 2024, an estimated $275K.
  • Heartland Bank & Trust first reported a position in IQVIA in Q2 2021 and held it in 6 quarters.
  • Heartland Bank & Trust's IQVIA position peaked at $691K in Q3 2021.
  • 1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Heartland Bank & Trust's 13F filing for Q4 2024, filed 22 Jan 2025.