Institutional Ownership Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
2,388
shares
|
$71,807
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,307
shares
|
$69,371
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,128
shares
|
$63,988
0.0% of portfolio
|
Q4 2021
Added 1.83%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,091
shares
|
$62,876
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,908
shares
|
$57,373
0.0% of portfolio
|
Q3 2024
Reduced 64.61%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,785
shares
|
$53,674
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,671
shares
|
$50,246
0.0% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,617
shares
|
$48,623
0.01% of portfolio
|
Q3 2024
Added 96.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,581
shares
|
$47,540
0.0% of portfolio
|
Q3 2024
Reduced 43.54%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,476
shares
|
$44,383
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,386
shares
|
$41,677
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,382
shares
|
$41,556
0.01% of portfolio
|
Q3 2023
Reduced 34.41%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$35,963
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,176
shares
|
$35,362
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,157
shares
|
$34,790
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,113
shares
|
$33,467
0.0% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$32,956
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,030
shares
|
$30,972
0.01% of portfolio
|
Q3 2023
Added 59.2%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,018
shares
|
$30,611
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,000
shares
|
$30,070
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
942
shares
|
$28,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
832
shares
|
$25,018
0.0% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
824
shares
|
$24,777
0.0% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
810
shares
|
$24,356
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
809
shares
|
$24,326
0.01% of portfolio
|
Q4 2023
New holding
|