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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-347- 2.21% |
$9.84K - $10.7K
|
15.3K
$427K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.96K+ 130.62% |
$169K - $184K
|
10.5K
$293K
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
174KNew |
$4.93M - $5.35M
|
174K
$4.84M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-976- 0.62% |
$27.7K - $30K
|
157K
$4.37M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.68K+ 7.53% |
$104K - $113K
|
52.6K
$1.46M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
10New |
$284 - $308
|
10
$279
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
27.3KNew |
$774K - $839K
|
27.3K
$760K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.26K+ 55.24% |
$149K - $162K
|
14.8K
$411K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 3.79% |
$55.2K - $59.9K
|
49.5K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
468+ 173.98% |
$13.3K - $14.4K
|
737
$20.5K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-7.85K- 32.35% |
$223K - $242K
|
16.4K
$457K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-33- 0.07% |
$936 - $1.02K
|
50.7K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-708- 5.25% |
$20.1K - $21.8K
|
12.8K
$356K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-329- 0.81% |
$9.33K - $10.1K
|
40.5K
$1.13M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5K+ 185.24% |
$355K - $385K
|
19.3K
$537K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.85K- 45.18% |
$109K - $118K
|
4.67K
$130K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-65- 73.03% |
$1.84K - $2K
|
24
$668
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-226K- 83.41% |
$6.41M - $6.96M
|
45K
$1.25M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5- 0.05% |
$142 - $154
|
10.8K
$300K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.5KNew |
$722K - $784K
|
25.5K
$709K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.82% |
$255 - $277
|
1.11K
$31K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 10.12% |
$1.42K - $1.54K
|
444
$12.4K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-204- 2.15% |
$5.79K - $6.28K
|
9.29K
$259K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 0.87% |
$199 - $215
|
816
$22.7K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.31K- 80.66% |
$37.3K - $40.4K
|
315
$8.77K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.8K+ 18.84% |
$108K - $117K
|
24K
$668K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-259- 1.16% |
$7.35K - $7.97K
|
22.1K
$616K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-402- 4.41% |
$11.4K - $12.4K
|
8.71K
$243K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.59K- 25.11% |
$73.5K - $79.7K
|
7.73K
$215K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 7.87% |
$1.33K - $1.45K
|
644
$17.9K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-181- 2.39% |
$5.13K - $5.57K
|
7.39K
$206K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-215- 1.46% |
$6.1K - $6.62K
|
14.6K
$405K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 8.74% |
$46.1K - $50K
|
17K
$473K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
247+ 25.41% |
$7K - $7.6K
|
1.22K
$33.9K
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.38K+ 18.67% |
$95.9K - $104K
|
21.5K
$598K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.72% |
$56.7 - $61.5
|
281
$7.83K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 12.3% |
$31.4K - $34K
|
10.1K
$281K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
545+ 3.81% |
$15.5K - $16.8K
|
14.8K
$413K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.63K- 23.4% |
$74.4K - $80.8K
|
8.59K
$239K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-475- 5.71% |
$13.5K - $14.6K
|
7.85K
$219K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
261+ 3.86% |
$7.4K - $8.03K
|
7.02K
$195K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.74K+ 2.68% |
$106K - $115K
|
143K
$3.99M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17.4K- 6.53% |
$493K - $534K
|
249K
$6.93M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47+ 0.47% |
$1.33K - $1.45K
|
10K
$279K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-37.8K- 36.68% |
$1.07M - $1.16M
|
65.2K
$1.82M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
99.2K+ 2.27% |
$2.81M - $3.05M
|
4.46M
$124M
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
59+ 4.21% |
$1.67K - $1.82K
|
1.46K
$40.7K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
3.76KNew |
$107K - $116K
|
3.76K
$105K
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-840- 0.99% |
$23.8K - $25.8K
|
84.1K
$2.34M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
313+ 1.17% |
$8.88K - $9.63K
|
27K
$753K
|