Purchases and Sales Made in Q1 2025 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q1 2025. 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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
430+ 158.09% |
$12.2K - $13.2K
|
702
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
416+ 3.11% |
$11.8K - $12.8K
|
13.8K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
408New |
$11.6K - $12.6K
|
408
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
388New |
$11K - $11.9K
|
388
$10.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
313+ 1.17% |
$8.88K - $9.63K
|
27K
$753K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
296+ 12.4% |
$8.39K - $9.11K
|
2.68K
$74.7K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
277+ 2.44% |
$7.86K - $8.52K
|
11.6K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
261+ 3.86% |
$7.4K - $8.03K
|
7.02K
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
247+ 25.41% |
$7K - $7.6K
|
1.22K
$33.9K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
234+ 2.87% |
$6.64K - $7.2K
|
8.39K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
193New |
$5.47K - $5.94K
|
193
$5.38K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 122.54% |
$4.93K - $5.35K
|
316
$8.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$2.84K - $3.08K
|
100
$2.79K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$1.82K - $1.97K
|
64
$1.78K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
61New |
$1.73K - $1.88K
|
61
$1.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
59+ 4.21% |
$1.67K - $1.82K
|
1.46K
$40.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 71.43% |
$1.42K - $1.54K
|
120
$3.34K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50New |
$1.42K - $1.54K
|
50
$1.39K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 7.87% |
$1.33K - $1.45K
|
644
$17.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47+ 0.47% |
$1.33K - $1.45K
|
10K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$1.13K - $1.23K
|
40
$1.11K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 48.21% |
$766 - $831
|
83
$2.31K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26+ 0.07% |
$737 - $800
|
36.4K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 55.0% |
$624 - $677
|
62
$1.73K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21+ 0.15% |
$596 - $646
|
14K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$425 - $462
|
15
$418
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15New |
$425 - $462
|
15
$418
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
10New |
$284 - $308
|
10
$279
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.82% |
$255 - $277
|
1.11K
$31K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 0.87% |
$199 - $215
|
816
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.08% |
$85.1 - $92.3
|
3.56K
$99.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.72% |
$56.7 - $61.5
|
281
$7.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$28.4 - $30.8
|
482
$13.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4- 2.5% |
$113 - $123
|
156
$4.34K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5- 0.05% |
$142 - $154
|
10.8K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 8.33% |
$284 - $308
|
110
$3.06K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 10.2% |
$879 - $954
|
273
$7.6K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-33- 0.07% |
$936 - $1.02K
|
50.7K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43- 58.9% |
$1.22K - $1.32K
|
30
$836
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 10.12% |
$1.42K - $1.54K
|
444
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-51- 0.3% |
$1.45K - $1.57K
|
17K
$474K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-65- 73.03% |
$1.84K - $2K
|
24
$668
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-69- 3.21% |
$1.96K - $2.12K
|
2.08K
$58K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-95- 4.04% |
$2.69K - $2.92K
|
2.26K
$62.8K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-124- 1.66% |
$3.52K - $3.82K
|
7.35K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-181- 2.39% |
$5.13K - $5.57K
|
7.39K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-189- 1.6% |
$5.36K - $5.82K
|
11.6K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-204- 2.15% |
$5.79K - $6.28K
|
9.29K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-215- 1.46% |
$6.1K - $6.62K
|
14.6K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-224- 6.06% |
$6.35K - $6.89K
|
3.48K
$96.8K
|