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 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
955KNew |
$26M - $27.6M
|
955K
$26.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$27.2 - $28.9
|
2
$56.3
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 357.69% |
$112K - $119K
|
5.27K
$148K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.61K- 43.17% |
$125K - $133K
|
6.06K
$171K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
789+ 1.88% |
$21.5K - $22.8K
|
42.7K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 130.56% |
$96.9K - $103K
|
6.29K
$177K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-542- 3.88% |
$14.8K - $15.7K
|
13.4K
$378K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.34K- 1.56% |
$36.5K - $38.8K
|
84.7K
$2.38M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.43K- 31.45% |
$39K - $41.4K
|
3.12K
$87.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-891- 2.46% |
$24.3K - $25.8K
|
35.4K
$995K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78New |
$2.12K - $2.26K
|
78
$2.19K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 67.57% |
$31.2K - $33.1K
|
550
$15.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.98K- 8.18% |
$53.9K - $57.2K
|
22.2K
$625K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 2.28% |
$545 - $578
|
898
$25.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
539New |
$14.7K - $15.6K
|
539
$15.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-638- 0.94% |
$17.4K - $18.5K
|
66.9K
$1.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-420- 3.69% |
$11.4K - $12.1K
|
11K
$309K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
12.1K+ 2.21% |
$330K - $350K
|
561K
$15.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5+ 0.07% |
$136 - $145
|
7.69K
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-189- 15.16% |
$5.15K - $5.47K
|
1.06K
$29.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 30.71% |
$94.2K - $100K
|
7.8K
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500+ 200.0% |
$13.6K - $14.5K
|
750
$21.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.77KNew |
$212K - $225K
|
7.77K
$218K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.08% |
$191 - $202
|
8.9K
$250K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
200K+ 721.9% |
$5.44M - $5.77M
|
227K
$6.39M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13New |
$354 - $376
|
13
$366
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-633- 29.5% |
$17.2K - $18.3K
|
1.51K
$42.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.08K- 10.75% |
$111K - $118K
|
33.9K
$954K
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-14.3K- 53.06% |
$388K - $412K
|
12.6K
$355K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 18.55% |
$50.4K - $53.5K
|
11.8K
$332K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56+ 36.13% |
$1.53K - $1.62K
|
211
$5.94K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-140- 1.56% |
$3.74K - $4.21K
|
8.84K
$249K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 1.88% |
$2.27K - $2.56K
|
4.6K
$129K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.74K- 78.82% |
$73.1K - $82.3K
|
736
$20.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-736- 8.13% |
$19.7K - $22.1K
|
8.32K
$234K
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
500New |
$13.4K - $15K
|
500
$14.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.03K+ 13.08% |
$27.5K - $31K
|
8.92K
$251K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
633New |
$16.9K - $19K
|
633
$17.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.7K+ 17.8% |
$45.3K - $51K
|
11.2K
$316K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7.06K- 41.49% |
$188K - $212K
|
9.95K
$280K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
30.7K+ 4.94% |
$819K - $922K
|
651K
$18.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-760- 1.65% |
$20.3K - $22.8K
|
45.4K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.4K- 54.23% |
$358K - $403K
|
11.3K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-2.18K- 15.58% |
$58.3K - $65.7K
|
11.8K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.2K- 32.91% |
$1.5M - $1.69M
|
114K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.3K- 15.87% |
$1.96M - $2.2M
|
389K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.63K+ 3.84% |
$43.4K - $48.8K
|
43.9K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.26% |
$988 - $1.11K
|
14.1K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
825+ 0.88% |
$22K - $24.8K
|
94.9K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.6K+ 111.78% |
$337K - $379K
|
23.9K
$672K
|
|