A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 9,936 shares of IVT stock, worth $308,810. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,936
Previous 9,883 0.54%
Holding current value
$308,810
Previous $244,000 15.16%
% of portfolio
0.17%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$24.41 - $29.87 $1,293 - $1,583
53 Added 0.54%
9,936 $281,000
Q2 2024

Jul 22, 2024

BUY
$23.87 - $25.49 $1,312 - $1,401
55 Added 0.56%
9,883 $244,000
Q1 2024

May 07, 2024

BUY
$24.51 - $25.85 $1,225 - $1,292
50 Added 0.51%
9,828 $252,000
Q4 2023

Feb 08, 2024

BUY
$22.81 - $26.8 $1,117 - $1,313
49 Added 0.5%
9,778 $247,000
Q3 2023

Nov 09, 2023

BUY
$22.64 - $24.92 $339 - $373
15 Added 0.15%
9,729 $231,000
Q2 2023

Aug 01, 2023

BUY
$20.92 - $23.98 $1,129 - $1,294
54 Added 0.56%
9,714 $224,000
Q1 2023

Apr 26, 2023

SELL
$21.31 - $25.22 $1,086 - $1,286
-51 Reduced 0.53%
9,660 $226,000
Q4 2022

Feb 06, 2023

BUY
$21.62 - $26.18 $1,081 - $1,309
50 Added 0.52%
9,711 $230,000
Q3 2022

Nov 09, 2022

BUY
$21.33 - $29.94 $1,237 - $1,736
58 Added 0.6%
9,661 $206,000
Q2 2022

Aug 02, 2022

BUY
$25.61 - $32.52 $1,280 - $1,626
50 Added 0.52%
9,603 $248,000
Q1 2022

May 05, 2022

SELL
$24.75 - $31.06 $227,922 - $286,031
-9,209 Reduced 49.08%
9,553 $294,000
Q4 2021

Feb 10, 2022

BUY
$5.03 - $27.97 $94,372 - $524,773
18,762 New
18,762 $511,000

Others Institutions Holding IVT

About InvenTrust Properties Corp.


  • Ticker IVT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 67,427,600
  • Market Cap $2.1B
  • 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-...
More about IVT
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.