A detailed history of Shira Ridge Wealth Management transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Shira Ridge Wealth Management holds 18,569 shares of IVT stock, worth $552,799. This represents 0.27% of its overall portfolio holdings.

Number of Shares
18,569
Previous 25,614 27.5%
Holding current value
$552,799
Previous $727 Million 23.01%
% of portfolio
0.27%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

SELL
$28.52 - $31.3 $200,923 - $220,508
-7,045 Reduced 27.5%
18,569 $559 Million
Q4 2022

Jan 12, 2023

BUY
$21.62 - $26.18 $553,774 - $670,574
25,614 New
25,614 $606 Million

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 $2.01B
  • 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 Shira Ridge Wealth Management Portfolio

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

News

Stay updated on Shira Ridge Wealth Management with notifications on news.