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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-435- 3.9% |
$10.7K - $11.2K
|
10.7K
$322K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-473- 4.69% |
$11.6K - $12.2K
|
9.61K
$289K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-479- 5.39% |
$11.7K - $12.4K
|
8.41K
$253K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-489- 3.91% |
$12K - $12.6K
|
12K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-509- 8.17% |
$12.5K - $13.2K
|
5.72K
$172K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-517- 5.96% |
$12.7K - $13.4K
|
8.15K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-561- 5.0% |
$13.8K - $14.5K
|
10.7K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-584- 75.84% |
$14.3K - $15.1K
|
186
$5.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-620- 7.17% |
$15.2K - $16K
|
8.03K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-632- 3.85% |
$15.5K - $16.3K
|
15.8K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-757- 5.4% |
$18.6K - $19.6K
|
13.3K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-776- 5.07% |
$19K - $20.1K
|
14.5K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-898- 6.98% |
$22K - $23.2K
|
12K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-914- 8.26% |
$22.4K - $23.6K
|
10.2K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-935- 17.94% |
$22.9K - $24.2K
|
4.28K
$129K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.01K- 25.43% |
$24.8K - $26.2K
|
2.97K
$89.3K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.13K- 3.46% |
$27.8K - $29.3K
|
31.6K
$949K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.15K- 1.23% |
$28.1K - $29.6K
|
91.9K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.26K- 4.11% |
$30.8K - $32.5K
|
29.4K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 2.97% |
$35.2K - $37.2K
|
46.9K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.48K- 2.7% |
$36.3K - $38.2K
|
53.3K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.54K- 15.23% |
$37.6K - $39.7K
|
8.54K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-1.58K- 8.71% |
$38.7K - $40.8K
|
16.5K
$497K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 11.55% |
$40.2K - $42.4K
|
12.6K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-1.7K- 12.23% |
$41.7K - $43.9K
|
12.2K
$367K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.85K- 23.99% |
$45.4K - $47.9K
|
5.87K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.95K- 14.32% |
$47.7K - $50.4K
|
11.7K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.17K- 7.73% |
$53.1K - $56K
|
25.9K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.61K- 3.04% |
$63.9K - $67.4K
|
83.1K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.68K- 6.5% |
$65.6K - $69.2K
|
38.5K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.72K- 5.83% |
$66.6K - $70.3K
|
43.9K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.83K- 16.37% |
$69.4K - $73.2K
|
14.5K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.18K- 5.71% |
$77.9K - $82.2K
|
52.5K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.34K- 3.39% |
$81.8K - $86.2K
|
95K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.34K- 26.89% |
$81.8K - $86.3K
|
9.08K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-3.44K- 7.96% |
$84.4K - $89K
|
39.8K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.5K- 18.09% |
$85.8K - $90.5K
|
15.9K
$477K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.64K- 61.09% |
$89.2K - $94.1K
|
2.32K
$69.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.67K- 30.57% |
$90K - $94.9K
|
8.34K
$251K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.78K- 5.3% |
$92.7K - $97.8K
|
67.6K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4.15K- 10.65% |
$102K - $107K
|
34.9K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.62K- 35.82% |
$113K - $119K
|
8.27K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.73K- 5.95% |
$116K - $122K
|
74.7K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.85K- 17.42% |
$119K - $125K
|
23K
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.87K- 30.53% |
$144K - $152K
|
13.4K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.07K- 33.43% |
$149K - $157K
|
12.1K
$363K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.14K- 5.61% |
$151K - $159K
|
103K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.27K- 21.59% |
$154K - $162K
|
22.8K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.75K- 28.91% |
$166K - $175K
|
16.6K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.8K- 14.09% |
$167K - $176K
|
41.5K
$1.25M
|