Purchases and Sales Made in Q1 2022 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q1 2022. The information is specifically focused on institutions that hold shares of InvenTrust Properties Corp..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
SELL
|
- |
-732- 7.63% |
$18.1K - $22.7K
|
8.86K
$247K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-778Closed |
$19.3K - $24.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-889- 13.25% |
$22K - $27.6K
|
5.82K
$162K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-992- 4.89% |
$24.6K - $30.8K
|
19.3K
$537K
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.03K- 10.3% |
$25.5K - $32K
|
8.98K
$250K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.07K- 11.41% |
$26.6K - $33.3K
|
8.34K
$232K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.1KClosed |
$27.2K - $34.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.12K- 92.95% |
$27.7K - $34.8K
|
85
$2.37K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.13K- 6.23% |
$27.9K - $35K
|
17K
$473K
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.17KClosed |
$28.9K - $36.2K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 3.15% |
$29.2K - $36.6K
|
36.3K
$1.01M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 16.42% |
$39.6K - $49.7K
|
8.14K
$227K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.64KClosed |
$40.6K - $51K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.75K- 30.99% |
$43.4K - $54.5K
|
3.91K
$109K
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.02K- 33.92% |
$50.1K - $62.8K
|
3.94K
$110K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.03K- 18.58% |
$50.2K - $63.1K
|
8.9K
$248K
|
|
Mar 30, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.31K- 36.92% |
$57.1K - $71.7K
|
3.94K
$110K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.31K- 70.52% |
$57.2K - $71.8K
|
966
$26.9K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.45KClosed |
$60.6K - $76K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 14.2% |
$61.7K - $77.4K
|
15.1K
$419K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.74K- 2.41% |
$67.9K - $85.2K
|
111K
$3.1M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.84K- 17.34% |
$70.4K - $88.3K
|
13.5K
$377K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.15KClosed |
$77.9K - $97.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.38KClosed |
$83.6K - $105K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.42K- 6.84% |
$84.7K - $106K
|
46.6K
$1.3M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-3.49K- 21.37% |
$86.3K - $108K
|
12.8K
$357K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.5K- 69.05% |
$86.6K - $109K
|
1.57K
$43.7K
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 15.32% |
$104K - $131K
|
23.3K
$648K
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-5.06K- 6.42% |
$125K - $157K
|
73.7K
$2.05M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.11K- 36.18% |
$126K - $159K
|
9.01K
$251K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.94K- 7.59% |
$172K - $216K
|
84.6K
$2.36M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.45KClosed |
$184K - $231K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.59KClosed |
$188K - $236K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-7.75KClosed |
$192K - $241K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7.79KClosed |
$193K - $242K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7.81KClosed |
$193K - $242K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.9K- 17.83% |
$195K - $245K
|
36.4K
$1.01M
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-8.28KClosed |
$205K - $257K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.32KClosed |
$206K - $259K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.42KClosed |
$208K - $261K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.42KClosed |
$208K - $262K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.47KClosed |
$210K - $263K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-9.19KClosed |
$228K - $286K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9.21K- 49.08% |
$228K - $286K
|
9.55K
$266K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.58K- 51.83% |
$237K - $297K
|
8.9K
$248K
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-11.6KClosed |
$287K - $360K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-12.8KClosed |
$318K - $399K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-13KClosed |
$322K - $405K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.1KClosed |
$324K - $406K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-13.1KClosed |
$325K - $408K
|
0
$0
|