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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-451- 3.76% |
$12.9K - $14.1K
|
11.5K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.8KNew |
$308K - $338K
|
10.8K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
146New |
$4.16K - $4.57K
|
146
$3.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
92+ 1.02% |
$2.62K - $2.88K
|
9.11K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 3.95% |
$9.98K - $11K
|
8.52K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3K+ 13.51% |
$85.6K - $93.9K
|
25.2K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 2.56% |
$8.41K - $9.23K
|
11.2K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.9K- 98.26% |
$511K - $561K
|
318
$8.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-29.5K- 9.82% |
$842K - $924K
|
271K
$7.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 15.59% |
$39.9K - $43.8K
|
7.57K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.76KNew |
$193K - $211K
|
6.76K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.36MNew |
$124M - $137M
|
4.36M
$118M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-920- 1.34% |
$26.2K - $28.8K
|
68K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$201K - $221K
|
7.05K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
350New |
$9.98K - $11K
|
350
$9.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-857- 5.97% |
$24.4K - $26.8K
|
13.5K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.95K+ 1.9% |
$84K - $92.2K
|
158K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 26.69% |
$4.73K - $5.2K
|
456
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
410New |
$11.7K - $12.8K
|
410
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
383+ 4.45% |
$10.9K - $12K
|
8.99K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-141- 12.67% |
$4.02K - $4.41K
|
972
$26.2K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-554- 7.57% |
$15.8K - $17.3K
|
6.76K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3K+ 25.62% |
$85.6K - $93.9K
|
14.7K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.09% |
$85.6 - $93.9
|
279
$7.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.5K+ 37.92% |
$128K - $141K
|
16.4K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.45K+ 4.24% |
$98.4K - $108K
|
84.9K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.65K+ 12.61% |
$47.2K - $51.8K
|
14.8K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17.8KNew |
$508K - $557K
|
17.8K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-332- 24.02% |
$9.47K - $10.4K
|
1.05K
$28.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.1KNew |
$516K - $566K
|
18.1K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
46+ 0.46% |
$1.31K - $1.44K
|
9.98K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.2KNew |
$634K - $696K
|
22.2K
$600K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-482- 18.3% |
$13.7K - $15.1K
|
2.15K
$58K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
13.4K+ 95.46% |
$381K - $418K
|
27.3K
$737K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
7.57KNew |
$216K - $237K
|
7.57K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.3KNew |
$779K - $855K
|
27.3K
$736K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.31% |
$1.03K - $1.13K
|
11.8K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
577+ 356.17% |
$16.5K - $18.1K
|
739
$19.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.79% |
$28.5 - $31.3
|
128
$3.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91K+ 12.32% |
$54.5K - $59.8K
|
17.4K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66New |
$1.88K - $2.07K
|
66
$1.78K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-190- 2.01% |
$5.42K - $5.95K
|
9.28K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46+ 0.25% |
$1.31K - $1.44K
|
18.6K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.1K- 7.28% |
$59.9K - $65.7K
|
26.7K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 7.45% |
$36K - $39.6K
|
15.7K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.73% |
$228 - $250
|
1.1K
$29.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-118- 1.4% |
$3.37K - $3.69K
|
8.32K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-240- 4.01% |
$6.84K - $7.51K
|
5.75K
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.05K- 27.5% |
$201K - $221K
|
18.6K
$500K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-253K- 96.77% |
$7.22M - $7.93M
|
8.44K
$228K
|