A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 22,516 shares of IVT stock, worth $693,492. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,516
Previous 28,633 21.36%
Holding current value
$693,492
Previous $708,000 9.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$24.41 - $29.87 $149,315 - $182,714
-6,117 Reduced 21.36%
22,516 $638,000
Q2 2024

Jul 16, 2024

BUY
$23.87 - $25.49 $304,843 - $325,532
12,771 Added 80.51%
28,633 $708,000
Q1 2024

Apr 15, 2024

SELL
$24.51 - $25.85 $85,834 - $90,526
-3,502 Reduced 18.09%
15,862 $407,000
Q4 2023

Jan 30, 2024

SELL
$22.81 - $26.8 $194,865 - $228,952
-8,543 Reduced 30.61%
19,364 $490,000
Q3 2023

Nov 13, 2023

BUY
$22.64 - $24.92 $314,763 - $346,462
13,903 Added 99.28%
27,907 $664,000
Q2 2023

Jul 21, 2023

BUY
$20.92 - $23.98 $10,543 - $12,085
504 Added 3.73%
14,004 $324,000
Q1 2023

Apr 25, 2023

BUY
$21.31 - $25.22 $287,685 - $340,470
13,500 New
13,500 $315,000

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 $2.08B
  • 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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