Latest Institutional Purchases of Inven Trust Properties Corp. (IVT)
This list provides information on the latest institutional transactions involving Inven Trust Properties Corp. (IVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$2.56K - $3.25K
|
100
$3.01K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
80New |
$2.05K - $2.6K
|
80
$2.41K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
61New |
$1.56K - $1.98K
|
61
$1.83K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
35+ 17.5% |
$896 - $1.14K
|
235
$7.07K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$26K - $32.6K
|
1.05K
$31.6K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
322New |
$7.97K - $10K
|
322
$9.68K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
196New |
$4.85K - $6.09K
|
196
$5.89K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
145New |
$3.59K - $4.5K
|
145
$4.36K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
94New |
$2.33K - $2.92K
|
94
$2.83K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86New |
$2.13K - $2.67K
|
86
$2.59K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.6KNew |
$58.1K - $323K
|
11.6K
$348K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.69KNew |
$8.48K - $47.1K
|
1.69K
$50.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.48KNew |
$7.42K - $41.3K
|
1.48K
$44.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$5.92K - $32.9K
|
1.18K
$35.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
1KNew |
$5.03K - $28K
|
1K
$30.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
407New |
$2.05K - $11.4K
|
407
$12.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
372New |
$1.87K - $10.4K
|
372
$11.2K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
353New |
$1.78K - $9.87K
|
353
$10.6K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
293New |
$1.47K - $8.2K
|
293
$8.81K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
257New |
$1.29K - $7.19K
|
257
$7.73K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$1.26K - $6.99K
|
250
$7.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
182New |
$915 - $5.09K
|
182
$5.47K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
141New |
$709 - $3.94K
|
141
$4.24K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$503 - $2.8K
|
100
$3.01K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67New |
$337 - $1.87K
|
67
$2.01K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
39+ 1.83% |
$196 - $1.09K
|
2.17K
$65.2K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700New |
$889 - $13.8K
|
700
$21K
|
|