Purchases and Sales Made in Q1 2023 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
228+ 1.89% |
$4.86K - $5.75K
|
12.3K
$332K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
223New |
$4.75K - $5.62K
|
223
$6.01K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
130+ 100.0% |
$2.77K - $3.28K
|
260
$7.01K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
124+ 0.48% |
$2.64K - $3.13K
|
25.7K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
72+ 0.61% |
$1.53K - $1.82K
|
11.8K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
38+ 0.9% |
$810 - $958
|
4.25K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
33+ 0.24% |
$703 - $832
|
13.7K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.78% |
$170 - $202
|
1.04K
$28K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 0.13% |
$149 - $177
|
5.38K
$145K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.38% |
$128 - $151
|
1.59K
$42.9K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.09% |
$85.2 - $101
|
4.6K
$124K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 1.34% |
$42.6 - $50.4
|
151
$4.07K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 1.09% |
$384 - $454
|
1.63K
$43.9K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 42.31% |
$469 - $555
|
30
$809
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24- 0.03% |
$511 - $605
|
81.5K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 67.57% |
$1.07K - $1.26K
|
24
$647
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-51- 0.53% |
$1.09K - $1.29K
|
9.66K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59- 0.22% |
$1.26K - $1.49K
|
27.3K
$736K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 0.51% |
$1.77K - $2.09K
|
16.2K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-102- 7.4% |
$2.17K - $2.57K
|
1.28K
$34.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-124- 18.76% |
$2.64K - $3.13K
|
537
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-130- 0.79% |
$2.77K - $3.28K
|
16.3K
$438K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-142- 0.19% |
$3.03K - $3.58K
|
75.2K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-151- 47.19% |
$3.22K - $3.81K
|
169
$4.55K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-154- 2.23% |
$3.28K - $3.88K
|
6.74K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-156- 1.13% |
$3.32K - $3.93K
|
13.6K
$367K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-168- 1.36% |
$3.58K - $4.24K
|
12.2K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-284- 4.55% |
$6.05K - $7.16K
|
5.96K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-324- 2.14% |
$6.9K - $8.17K
|
14.8K
$400K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-335- 28.9% |
$7.14K - $8.45K
|
824
$22.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-348- 0.67% |
$7.42K - $8.78K
|
51.4K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-378- 9.11% |
$8.06K - $9.53K
|
3.77K
$102K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-400- 3.77% |
$8.52K - $10.1K
|
10.2K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-410- 29.91% |
$8.74K - $10.3K
|
961
$25.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 25.47% |
$9.72K - $11.5K
|
1.33K
$36K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-492- 0.31% |
$10.5K - $12.4K
|
159K
$4.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-562- 25.96% |
$12K - $14.2K
|
1.6K
$43.2K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-580- 3.92% |
$12.4K - $14.6K
|
14.2K
$383K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-650- 6.82% |
$13.9K - $16.4K
|
8.88K
$239K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-748- 30.76% |
$15.9K - $18.9K
|
1.68K
$45.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-759- 15.91% |
$16.2K - $19.1K
|
4.01K
$108K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-796- 5.83% |
$17K - $20.1K
|
12.8K
$346K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-942- 24.47% |
$20.1K - $23.8K
|
2.91K
$78.3K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-979- 8.79% |
$20.9K - $24.7K
|
10.2K
$274K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-982- 3.36% |
$20.9K - $24.8K
|
28.2K
$760K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 8.05% |
$22.8K - $27K
|
12.2K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.1K- 7.25% |
$23.4K - $27.7K
|
14.1K
$379K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.1K- 9.12% |
$23.5K - $27.8K
|
11K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 0.85% |
$25.1K - $29.7K
|
137K
$3.7M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.22KClosed |
$25.9K - $30.7K
|
0
$0
|