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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
400+ 4.3% |
$9.55K - $10.2K
|
9.7K
$270K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
94New |
$2.24K - $2.4K
|
94
$2.62K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.35% |
$764 - $816
|
9.1K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$716 - $765
|
30
$836
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
180KNew |
$4.29M - $4.58M
|
180K
$5M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-178- 31.67% |
$4.25K - $4.54K
|
384
$10.7K
|
|
|
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
$9.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
234New |
$5.59K - $5.96K
|
234
$6.52K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
207New |
$4.94K - $5.28K
|
207
$5.76K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 163.61% |
$358K - $383K
|
24.2K
$673K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.13% |
$71.6 - $76.5
|
2.31K
$64.2K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-943- 76.17% |
$22.5K - $24K
|
295
$8.22K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-151- 52.98% |
$3.6K - $3.85K
|
134
$3.73K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
108New |
$2.58K - $2.75K
|
108
$3.01K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-962- 29.53% |
$23K - $24.5K
|
2.3K
$63.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
333New |
$7.95K - $8.49K
|
333
$9.27K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-153- 76.88% |
$3.65K - $3.9K
|
46
$1.28K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
360New |
$8.59K - $9.18K
|
360
$10K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
154KNew |
$3.77M - $3.97M
|
154K
$4.28M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
100New |
$2.45K - $2.59K
|
100
$2.79K
|
|
|
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
$268K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
13.2KNew |
$323K - $340K
|
13.2K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
345New |
$8.46K - $8.92K
|
345
$9.61K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
12KNew |
$293K - $309K
|
12K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
26.3K+ 4.84% |
$645K - $680K
|
570K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.05KNew |
$124K - $130K
|
5.05K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6KNew |
$147K - $155K
|
6K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12.5KNew |
$306K - $323K
|
12.5K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-935- 17.94% |
$22.9K - $24.2K
|
4.28K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-509- 8.17% |
$12.5K - $13.2K
|
5.72K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-395- 19.11% |
$9.68K - $10.2K
|
1.67K
$46.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.93K+ 14.31% |
$71.9K - $75.8K
|
23.4K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10K- 25.12% |
$246K - $259K
|
29.9K
$833K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-288- 0.85% |
$7.06K - $7.44K
|
33.5K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.15K- 1.23% |
$28.1K - $29.6K
|
91.9K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
203New |
$4.98K - $5.25K
|
203
$5.65K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
145New |
$3.55K - $3.75K
|
145
$4.04K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 3.7% |
$49 - $51.7
|
56
$1.56K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
229New |
$5.61K - $5.92K
|
229
$6.38K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-285- 1.16% |
$6.99K - $7.37K
|
24.2K
$675K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-191- 1.47% |
$4.68K - $4.94K
|
12.8K
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 34.84% |
$9.8K - $10.3K
|
748
$20.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-435- 3.9% |
$10.7K - $11.2K
|
10.7K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.87K- 30.53% |
$144K - $152K
|
13.4K
$372K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
92.3K+ 22.29% |
$2.1M - $2.47M
|
506K
$14.1M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-130- 50.0% |
$2.97K - $3.48K
|
130
$3.62K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.02KNew |
$23.2K - $27.3K
|
1.02K
$28.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.6KNew |
$242K - $284K
|
10.6K
$295K
|
|