A detailed history of Integrated Wealth Concepts LLC transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,542 shares of IVT stock, worth $226,787. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,542
Previous 10,621 28.99%
Holding current value
$226,787
Previous $262,000 18.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$24.41 - $29.87 $75,158 - $91,969
-3,079 Reduced 28.99%
7,542 $213,000
Q2 2024

Aug 14, 2024

SELL
$23.87 - $25.49 $787 - $841
-33 Reduced 0.31%
10,621 $262,000
Q1 2024

May 15, 2024

SELL
$24.51 - $25.85 $13,750 - $14,501
-561 Reduced 5.0%
10,654 $273,000
Q4 2023

Feb 13, 2024

SELL
$22.81 - $26.8 $39,780 - $46,739
-1,744 Reduced 13.46%
11,215 $284,000
Q3 2023

Nov 15, 2023

SELL
$22.64 - $24.92 $2,196 - $2,417
-97 Reduced 0.74%
12,959 $308,000
Q2 2023

Aug 15, 2023

BUY
$20.92 - $23.98 $16,987 - $19,471
812 Added 6.63%
13,056 $302,000
Q1 2023

May 03, 2023

SELL
$21.31 - $25.22 $22,844 - $27,035
-1,072 Reduced 8.05%
12,244 $287,000
Q4 2022

Feb 13, 2023

SELL
$21.62 - $26.18 $74,372 - $90,059
-3,440 Reduced 20.53%
13,316 $315,000
Q3 2022

Nov 14, 2022

SELL
$21.33 - $29.94 $34,511 - $48,442
-1,618 Reduced 8.81%
16,756 $357,000
Q2 2022

Aug 08, 2022

BUY
$25.61 - $32.52 $470,558 - $597,522
18,374 New
18,374 $474,000
Q1 2022

May 12, 2022

SELL
$24.75 - $31.06 $867,438 - $1.09 Million
-35,048 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$5.03 - $27.97 $176,291 - $980,292
35,048 New
35,048 $955,000

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 $2.03B
  • 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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