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 $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
804
shares
|
$24,176
0.01% of portfolio
|
Q1 2024
Added 164.47%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
763
shares
|
$22,943
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
763
shares
|
$22,943
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
754
shares
|
$22,672
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
748
shares
|
$22,492
0.0% of portfolio
|
Q1 2024
Reduced 34.84%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
675
shares
|
$20,297
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
622
shares
|
$18,703
0.0% of portfolio
|
Q2 2024
Reduced 28.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
622
shares
|
$18,703
0.0% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
616
shares
|
$18,523
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
591
shares
|
$17,771
0.0% of portfolio
|
Q4 2022
Reduced 32.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
583
shares
|
$17,530
0.0% of portfolio
|
Q1 2022
Reduced 30.35%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
581
shares
|
$17,470
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
526
shares
|
$15,816
0.0% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
489
shares
|
$14,704
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
479
shares
|
$14,403
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
455
shares
|
$13,681
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
443
shares
|
$13,321
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
419
shares
|
$12,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
416
shares
|
$12,509
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
384
shares
|
$11,546
0.0% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
370
shares
|
$11,125
0.0% of portfolio
|
Q3 2022
Reduced 16.48%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
360
shares
|
$10,825
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
353
shares
|
$10,614
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
333
shares
|
$10,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
327
shares
|
$9,832
0.0% of portfolio
|
Q3 2024
New holding
|