A detailed history of Dakota Wealth Management transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Dakota Wealth Management holds 8,150 shares of IVT stock, worth $229,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,150
Previous 7,726 5.49%
Holding current value
$229,259
Previous $211,000 10.43%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$26.7 - $30.06 $11,320 - $12,745
424 Added 5.49%
8,150 $233,000
Q1 2025

May 01, 2025

SELL
$28.36 - $30.77 $73,452 - $79,694
-2,590 Reduced 25.11%
7,726 $226,000
Q2 2024

Jul 19, 2024

SELL
$23.87 - $25.49 $70,559 - $75,348
-2,956 Reduced 22.27%
10,316 $255,000
Q1 2024

Apr 24, 2024

SELL
$24.51 - $25.85 $18,554 - $19,568
-757 Reduced 5.4%
13,272 $341,000
Q4 2023

Jan 30, 2024

BUY
$22.81 - $26.8 $320,001 - $375,977
14,029 New
14,029 $355,000

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 $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-...
More about IVT
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management 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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.