Bernard Wealth Management Corp. Inven Trust Properties Corp. Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,247 shares of IVT stock, worth $35,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,247
Previous 1,486
16.08%
Holding current value
$35,190
Previous $40.7 Million
12.34%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IVT
# of Institutions
326Shares Held
54.5MCall Options Held
21.9KPut Options Held
20K-
Vanguard Group Inc Valley Forge, PA11.4MShares$321 Million0.01% of portfolio
-
Black Rock Inc. New York, NY6.74MShares$190 Million0.0% of portfolio
-
Principal Financial Group Inc Des Moines, IA4.67MShares$132 Million0.07% of portfolio
-
State Street Corp Boston, MA2.81MShares$79.4 Million0.0% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny2.37MShares$66.8 Million0.03% of portfolio
About InvenTrust Properties Corp.
- Ticker IVT
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 67,427,600
- Market Cap $1.9B
- Description
- InvenTrust Properties Corp. is a premier multi-tenant retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood centers, and select power centers that often have a grocery component, predominantly in Sun Belt markets with favorable demographics. We seek to continue to execute our strategy to enhance our multi-...