Purchases and Sales Made in Q1 2024 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q1 2024. 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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
188+ 4.02% |
$4.61K - $4.86K
|
4.86K
$146K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
165+ 0.52% |
$4.04K - $4.27K
|
32.1K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
145New |
$3.55K - $3.75K
|
145
$4.36K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
125New |
$3.06K - $3.23K
|
125
$3.76K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
117New |
$2.87K - $3.02K
|
117
$3.52K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
100New |
$2.45K - $2.59K
|
100
$3.01K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 9.65% |
$1.47K - $1.55K
|
682
$20.5K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
59+ 0.27% |
$1.45K - $1.53K
|
22.1K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50+ 0.51% |
$1.23K - $1.29K
|
9.83K
$296K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 22.84% |
$907 - $956
|
199
$5.98K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.39% |
$784 - $827
|
8.14K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 0.17% |
$539 - $569
|
13K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.36% |
$270 - $284
|
3.1K
$93.1K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.67% |
$245 - $259
|
1.5K
$45.1K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.84% |
$221 - $233
|
1.08K
$32.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.74% |
$147 - $155
|
814
$24.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5+ 0.05% |
$123 - $129
|
9.56K
$287K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.12% |
$73.5 - $77.6
|
272
$8.18K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.06% |
$73.5 - $77.6
|
5.23K
$157K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.79% |
$49 - $51.7
|
254
$7.64K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.24% |
$49 - $51.7
|
853
$25.6K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 3.7% |
$49 - $51.7
|
56
$1.68K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.07% |
$24.5 - $25.9
|
1.39K
$41.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.65% |
$24.5 - $25.9
|
156
$4.69K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$24.5 - $25.9
|
1
$30.1
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-10- 0.04% |
$245 - $259
|
27.8K
$837K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 50.0% |
$245 - $259
|
10
$301
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15- 1.2% |
$368 - $388
|
1.23K
$37.1K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 25.33% |
$466 - $491
|
56
$1.68K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 1.97% |
$539 - $569
|
1.09K
$32.9K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 1.27% |
$564 - $595
|
1.79K
$53.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24- 6.38% |
$588 - $620
|
352
$10.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44- 0.48% |
$1.08K - $1.14K
|
9.17K
$276K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-79- 4.57% |
$1.94K - $2.04K
|
1.65K
$49.6K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-107- 0.22% |
$2.62K - $2.77K
|
48K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-124- 1.44% |
$3.04K - $3.21K
|
8.5K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-147- 28.54% |
$3.6K - $3.8K
|
368
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-171- 19.13% |
$4.19K - $4.42K
|
723
$21.7K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-179- 1.97% |
$4.39K - $4.63K
|
8.89K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-191- 1.47% |
$4.68K - $4.94K
|
12.8K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-192- 0.33% |
$4.71K - $4.96K
|
58.7K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-202- 26.44% |
$4.95K - $5.22K
|
562
$16.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-285- 1.16% |
$6.99K - $7.37K
|
24.2K
$729K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-288- 0.85% |
$7.06K - $7.44K
|
33.5K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-319- 1.69% |
$7.82K - $8.25K
|
18.6K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-330- 3.78% |
$8.09K - $8.53K
|
8.39K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-332- 3.08% |
$8.14K - $8.58K
|
10.5K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-347- 13.06% |
$8.5K - $8.97K
|
2.31K
$69.5K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-395- 19.11% |
$9.68K - $10.2K
|
1.67K
$50.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 34.84% |
$9.8K - $10.3K
|
748
$22.5K
|