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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-308- 27.21% |
$7.52K - $9.2K
|
824
$22.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.36K- 23.17% |
$33.2K - $40.6K
|
4.51K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
249New |
$6.08K - $7.44K
|
249
$6.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
327New |
$7.98K - $9.77K
|
327
$9.02K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.93K- 8.22% |
$142K - $151K
|
66.2K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
706New |
$16.9K - $18K
|
706
$19.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-18.5K- 38.14% |
$442K - $472K
|
30K
$827K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-8.12K- 49.08% |
$194K - $207K
|
8.42K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.92K+ 20.18% |
$69.7K - $74.4K
|
17.4K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
8.38KNew |
$200K - $214K
|
8.38K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.73% |
$263 - $280
|
1.51K
$41.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.3KNew |
$222K - $237K
|
9.3K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-348- 1.02% |
$8.31K - $8.87K
|
33.9K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
43K+ 34.66% |
$1.03M - $1.1M
|
167K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
155K+ 2.35% |
$3.7M - $3.95M
|
6.74M
$186M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.34K- 32.13% |
$31.9K - $34.1K
|
2.83K
$77.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-270K- 70.97% |
$6.45M - $6.89M
|
111K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
518New |
$12.4K - $13.2K
|
518
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
69+ 2.98% |
$1.65K - $1.76K
|
2.39K
$65.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$38.3K - $40.9K
|
1.6K
$44.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 8.8% |
$1.43K - $1.53K
|
622
$17.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
400+ 4.3% |
$9.55K - $10.2K
|
9.7K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
94New |
$2.24K - $2.4K
|
94
$2.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$716 - $765
|
30
$827
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.35% |
$764 - $816
|
9.1K
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
180KNew |
$4.29M - $4.58M
|
180K
$4.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
500+ 4.1% |
$11.9K - $12.7K
|
12.7K
$350K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-178- 31.67% |
$4.25K - $4.54K
|
384
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-117Closed |
$2.79K - $2.98K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-29- 7.88% |
$692 - $739
|
339
$9.35K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
234New |
$5.59K - $5.96K
|
234
$6.45K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 163.61% |
$358K - $383K
|
24.2K
$667K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
207New |
$4.94K - $5.28K
|
207
$5.71K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-943- 76.17% |
$22.5K - $24K
|
295
$8.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.13% |
$71.6 - $76.5
|
2.31K
$63.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-151- 52.98% |
$3.6K - $3.85K
|
134
$3.69K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
108New |
$2.58K - $2.75K
|
108
$2.98K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.96K- 22.27% |
$70.6K - $75.3K
|
10.3K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-962- 29.53% |
$23K - $24.5K
|
2.3K
$63.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
333New |
$7.95K - $8.49K
|
333
$9.18K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-153- 76.88% |
$3.65K - $3.9K
|
46
$1.27K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
360New |
$8.59K - $9.18K
|
360
$9.93K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
100New |
$2.45K - $2.59K
|
100
$2.76K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.3KClosed |
$375K - $395K
|
0
$0
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-473- 4.69% |
$11.6K - $12.2K
|
9.61K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
12KNew |
$293K - $309K
|
12K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
13.2KNew |
$323K - $340K
|
13.2K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
345New |
$8.46K - $8.92K
|
345
$9.51K
|
|
|
May 15, 2024
Q1 2024
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
26.3K+ 4.84% |
$645K - $680K
|
570K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.05KNew |
$124K - $130K
|
5.05K
$139K
|
|