A detailed history of Smallwood Wealth Investment Management, LLC transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 9,562 shares of IVT stock, worth $278,636. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,562
Previous 9,556 0.06%
Holding current value
$278,636
Previous $245,000 3.67%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jul 26, 2024

BUY
$23.87 - $25.49 $143 - $152
6 Added 0.06%
9,562 $236,000
Q1 2024

Apr 24, 2024

BUY
$24.51 - $25.85 $122 - $129
5 Added 0.05%
9,556 $245,000
Q4 2023

Jan 23, 2024

SELL
$22.81 - $26.8 $5,041 - $5,922
-221 Reduced 2.26%
9,551 $242,000
Q3 2023

Oct 31, 2023

SELL
$22.64 - $24.92 $10,482 - $11,537
-463 Reduced 4.52%
9,772 $232,000
Q2 2023

Jul 17, 2023

SELL
$20.92 - $23.98 $16,129 - $18,488
-771 Reduced 7.01%
10,235 $236,000
Q1 2023

Apr 25, 2023

SELL
$21.31 - $25.22 $23,526 - $27,842
-1,104 Reduced 9.12%
11,006 $257,000
Q4 2022

Feb 14, 2023

SELL
$21.62 - $26.18 $35,608 - $43,118
-1,647 Reduced 11.97%
12,110 $286,000
Q3 2022

Nov 14, 2022

SELL
$21.33 - $29.94 $30,395 - $42,664
-1,425 Reduced 9.39%
13,757 $293,000
Q2 2022

Aug 08, 2022

SELL
$25.61 - $32.52 $21,179 - $26,894
-827 Reduced 5.17%
15,182 $392,000
Q1 2022

Apr 21, 2022

BUY
$24.75 - $31.06 $188,322 - $236,335
7,609 Added 90.58%
16,009 $493,000
Q4 2021

Apr 05, 2022

BUY
$5.03 - $27.97 $42,252 - $234,948
8,400 New
8,400 $229,000

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 $1.96B
  • 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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