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, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
648New |
$14K - $17K
|
648
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190New |
$4.11K - $4.97K
|
190
$5.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287New |
$6.2K - $7.51K
|
287
$8.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$389 - $471
|
18
$541
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 5.39% |
$11.5K - $13.9K
|
9.3K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-280- 32.15% |
$6.05K - $7.33K
|
591
$17.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
33.6KNew |
$726K - $880K
|
33.6K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-431- 2.4% |
$9.32K - $11.3K
|
17.6K
$528K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.91% |
$86.5 - $105
|
443
$13.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
355New |
$7.68K - $9.29K
|
355
$10.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
975New |
$21.1K - $25.5K
|
975
$29.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$24.4K - $29.6K
|
1.13K
$34K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
25.6KNew |
$554K - $671K
|
25.6K
$770K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$35.7K - $43.3K
|
1.65K
$49.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
84New |
$1.82K - $2.2K
|
84
$2.53K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
66New |
$1.43K - $1.73K
|
66
$1.98K
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
10.6KNew |
$226K - $317K
|
10.6K
$319K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.1KClosed |
$321K - $451K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-73- 16.48% |
$1.56K - $2.19K
|
370
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.4KNew |
$137K - $192K
|
6.4K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-196- 49.49% |
$4.18K - $5.87K
|
200
$6.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.7KNew |
$357K - $500K
|
16.7K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
373New |
$7.96K - $11.2K
|
373
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 14.23% |
$33.5K - $47K
|
9.47K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
11.7K+ 81.43% |
$250K - $351K
|
26.1K
$786K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.04KNew |
$43.4K - $61K
|
2.04K
$61.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-15.9K- 40.98% |
$339K - $476K
|
22.9K
$689K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-359- 70.81% |
$7.66K - $10.7K
|
148
$4.45K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-204- 31.87% |
$4.35K - $6.11K
|
436
$13.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.38K+ 162.7% |
$50.8K - $71.3K
|
3.85K
$116K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-963- 80.52% |
$20.5K - $28.8K
|
233
$7.01K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
240New |
$5.12K - $7.19K
|
240
$7.22K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.4KNew |
$222K - $311K
|
10.4K
$313K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.87KClosed |
$176K - $223K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
616New |
$15.8K - $20K
|
616
$18.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7.13K+ 60.04% |
$183K - $232K
|
19K
$571K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
100New |
$2.56K - $3.25K
|
100
$3.01K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
39.9K+ 20.12% |
$1.02M - $1.3M
|
238K
$7.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Waterfront Capital Partners, LLC
New York, NY |
SELL
|
- |
-965KClosed |
$24.7M - $31.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-42.5KClosed |
$1.09M - $1.38M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
11.1KNew |
$283K - $360K
|
11.1K
$333K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-215Closed |
$5.51K - $6.99K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-312Closed |
$7.99K - $10.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
43.2KNew |
$1.11M - $1.4M
|
43.2K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.6KNew |
$501K - $636K
|
19.6K
$588K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
35+ 17.5% |
$896 - $1.14K
|
235
$7.07K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-570Closed |
$14.6K - $18.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.01KClosed |
$231K - $293K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
62.9KNew |
$1.61M - $2.05M
|
62.9K
$1.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-250Closed |
$6.4K - $8.13K
|
0
$0
|
|