A detailed history of Ever Source Wealth Advisors, LLC transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,671 shares of IVT stock, worth $51,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,671
Previous 1,671 -0.0%
Holding current value
$51,934
Previous $41,000 14.63%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$23.87 - $25.49 $477 - $509
20 Added 1.21%
1,671 $41,000
Q1 2024

Jun 11, 2024

SELL
$24.51 - $25.85 $1,936 - $2,042
-79 Reduced 4.57%
1,651 $42,000
Q4 2023

Feb 09, 2024

BUY
$22.81 - $26.8 $6,181 - $7,262
271 Added 18.57%
1,730 $43,000
Q3 2023

Nov 03, 2023

BUY
$22.64 - $24.92 $2,150 - $2,367
95 Added 6.96%
1,459 $34,000
Q2 2023

Aug 04, 2023

SELL
$20.92 - $23.98 $6,359 - $7,289
-304 Reduced 18.23%
1,364 $31,000
Q1 2023

May 11, 2023

BUY
$21.31 - $25.22 $21,310 - $25,220
1,000 Added 149.7%
1,668 $39,000
Q4 2022

Feb 09, 2023

BUY
$21.62 - $26.18 $7,869 - $9,529
364 Added 119.74%
668 $15,000
Q2 2022

Aug 01, 2022

SELL
$25.61 - $32.52 $41,718 - $52,975
-1,629 Reduced 84.27%
304 $8,000
Q4 2021

Feb 07, 2022

BUY
$5.03 - $27.97 $9,722 - $54,066
1,933 New
1,933 $53,000

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
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