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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
188New |
$4.29K - $5.04K
|
188
$5.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
441New |
$10.1K - $11.8K
|
441
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
8.65KNew |
$197K - $232K
|
8.65K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
75New |
$1.71K - $2.01K
|
75
$2.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
7.2KNew |
$164K - $193K
|
7.2K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.17KNew |
$186K - $219K
|
8.17K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
28.9KNew |
$659K - $774K
|
28.9K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
311New |
$7.09K - $8.33K
|
311
$8.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.45KNew |
$55.9K - $65.7K
|
2.45K
$68.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-285- 3.2% |
$6.5K - $7.64K
|
8.61K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 51.46% |
$2.81K - $3.3K
|
116
$3.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-871- 0.21% |
$19.9K - $23.3K
|
413K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
675New |
$15.4K - $18.1K
|
675
$18.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-437- 31.33% |
$9.97K - $11.7K
|
958
$26.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.67K- 38.66% |
$38.2K - $44.9K
|
2.66K
$74K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.95KNew |
$227K - $267K
|
9.95K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-19.2K- 26.57% |
$438K - $515K
|
53.1K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-567- 1.62% |
$12.9K - $15.2K
|
34.5K
$960K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.33KNew |
$30.3K - $35.6K
|
1.33K
$37K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
860New |
$19.5K - $21.4K
|
860
$24K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.22KNew |
$27.6K - $30.3K
|
1.22K
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25New |
$566 - $623
|
25
$696
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
50.8KNew |
$1.15M - $1.27M
|
50.8K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-725- 5.49% |
$16.4K - $18.1K
|
12.5K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
718+ 26.55% |
$16.3K - $17.9K
|
3.42K
$95.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
73New |
$1.65K - $1.82K
|
73
$2.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21K- 45.09% |
$475K - $522K
|
25.5K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
84KNew |
$1.9M - $2.09M
|
84K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
152New |
$3.44K - $3.79K
|
152
$4.23K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
283New |
$6.41K - $7.05K
|
283
$7.88K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.5KNew |
$396K - $436K
|
17.5K
$487K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
164New |
$3.71K - $4.09K
|
164
$4.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
136New |
$3.08K - $3.39K
|
136
$3.79K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.48KNew |
$192K - $211K
|
8.48K
$236K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-14.9K- 29.5% |
$337K - $371K
|
35.6K
$992K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.41K- 82.84% |
$32K - $35.2K
|
293
$8.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
383+ 59.2% |
$8.67K - $9.54K
|
1.03K
$28.7K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
420New |
$8.79K - $10.1K
|
420
$11.7K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.3KClosed |
$298K - $342K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
5.8K+ 0.84% |
$121K - $139K
|
699K
$19.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.08K- 10.63% |
$43.5K - $49.9K
|
17.5K
$487K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
754New |
$15.8K - $18.1K
|
754
$21K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9.63KNew |
$201K - $231K
|
9.63K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-878- 41.61% |
$18.4K - $21.1K
|
1.23K
$34.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
9.15KNew |
$191K - $219K
|
9.15K
$255K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.14KNew |
$45.5K - $53.8K
|
2.14K
$59.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-378- 9.11% |
$8.06K - $9.53K
|
3.77K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
295KNew |
$6.28M - $7.43M
|
295K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
454+ 1.39% |
$9.67K - $11.4K
|
33.2K
$925K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 67.57% |
$1.07K - $1.26K
|
24
$668
|
|