Latest Institutional Transactions on Inven Trust Properties Corp. (IVT)
This table provides information on the latest institutional transactions involving Inven Trust Properties Corp. (IVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
13.4K+ 95.46% |
$381K - $418K
|
27.3K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.63% |
$28.5 - $31.3
|
160
$4.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.3KNew |
$779K - $855K
|
27.3K
$813K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.79% |
$28.5 - $31.3
|
128
$3.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.31% |
$1.03K - $1.13K
|
11.8K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
577+ 356.17% |
$16.5K - $18.1K
|
739
$22K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66New |
$1.88K - $2.07K
|
66
$1.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91K+ 12.32% |
$54.5K - $59.8K
|
17.4K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-190- 2.01% |
$5.42K - $5.95K
|
9.28K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46+ 0.25% |
$1.31K - $1.44K
|
18.6K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.1K- 7.28% |
$59.9K - $65.7K
|
26.7K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 7.45% |
$36K - $39.6K
|
15.7K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.73% |
$228 - $250
|
1.1K
$32.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.05K- 27.5% |
$201K - $221K
|
18.6K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-240- 4.01% |
$6.84K - $7.51K
|
5.75K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-118- 1.4% |
$3.37K - $3.69K
|
8.32K
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.78K+ 8.69% |
$108K - $118K
|
47.3K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-356- 1.58% |
$10.2K - $11.1K
|
22.2K
$660K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-253K- 96.77% |
$7.22M - $7.93M
|
8.44K
$251K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
26+ 23.85% |
$742 - $814
|
135
$4.02K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142New |
$4.05K - $4.44K
|
142
$4.23K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4K+ 6.85% |
$865K - $1.06M
|
553K
$16.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-69- 2.23% |
$1.68K - $2.06K
|
3.03K
$90.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
763New |
$18.6K - $22.8K
|
763
$22.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
212+ 0.44% |
$5.17K - $6.33K
|
48.4K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
80.7K+ 285.27% |
$1.97M - $2.41M
|
109K
$3.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.67KNew |
$89.5K - $109K
|
3.67K
$109K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 2.33% |
$146 - $179
|
263
$7.83K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-23.2K- 60.5% |
$566K - $692K
|
15.1K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
17.9K+ 36.07% |
$437K - $535K
|
67.6K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.22K- 43.54% |
$29.8K - $36.4K
|
1.58K
$47.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$219K - $268K
|
8.98K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.8K- 32.44% |
$604K - $739K
|
51.6K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.08K- 28.99% |
$75.2K - $92K
|
7.54K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.21K+ 16.7% |
$53.9K - $66K
|
15.4K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.62K- 6.49% |
$63.9K - $78.2K
|
37.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8K+ 35.33% |
$195K - $239K
|
30.6K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.43K- 75.3% |
$206K - $252K
|
2.77K
$82.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
65K+ 183.16% |
$1.59M - $1.94M
|
101K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
78.5K+ 324.58% |
$1.92M - $2.35M
|
103K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.2K- 4.95% |
$103K - $126K
|
80.8K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
292K+ 259.61% |
$7.12M - $8.71M
|
404K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.89K- 9.84% |
$119K - $146K
|
44.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.2KNew |
$592K - $724K
|
24.2K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.8KNew |
$336K - $411K
|
13.8K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.1K+ 34.17% |
$1.86M - $2.27M
|
299K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.59K+ 85.65% |
$185K - $227K
|
16.5K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
29.3KNew |
$715K - $876K
|
29.3K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-572- 7.89% |
$14K - $17.1K
|
6.68K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.55K- 1.72% |
$37.7K - $46.1K
|
88.5K
$2.64M
|
|