Purchases and Sales Made in Q2 2024 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
308+ 37.38% |
$7.35K - $7.85K
|
1.13K
$31.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
285+ 4.09% |
$6.8K - $7.26K
|
7.25K
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
234New |
$5.59K - $5.96K
|
234
$6.52K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
216+ 2.53% |
$5.16K - $5.51K
|
8.76K
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
207New |
$4.94K - $5.28K
|
207
$5.76K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
192+ 0.55% |
$4.58K - $4.89K
|
35K
$976K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168+ 0.31% |
$4.01K - $4.28K
|
54K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
168+ 1.16% |
$4.01K - $4.28K
|
14.7K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
147+ 0.47% |
$3.51K - $3.75K
|
31.5K
$876K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
108New |
$2.58K - $2.75K
|
108
$3.01K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
94New |
$2.24K - $2.4K
|
94
$2.62K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
83New |
$1.98K - $2.12K
|
83
$2.31K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81+ 0.62% |
$1.93K - $2.06K
|
13.1K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
69+ 2.98% |
$1.65K - $1.76K
|
2.39K
$66.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 17.33% |
$1.46K - $1.55K
|
413
$11.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
55+ 0.56% |
$1.31K - $1.4K
|
9.88K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.35% |
$764 - $816
|
9.1K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
31+ 0.19% |
$740 - $790
|
16.1K
$447K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
31+ 0.14% |
$740 - $790
|
22.1K
$616K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$716 - $765
|
30
$836
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 5.06% |
$668 - $714
|
581
$16.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
23+ 0.06% |
$549 - $586
|
39.8K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.21% |
$477 - $510
|
1.67K
$46.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$477 - $510
|
20
$557
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18New |
$430 - $459
|
18
$501
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.73% |
$263 - $280
|
1.51K
$42.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$239 - $255
|
10
$279
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.93% |
$239 - $255
|
1.09K
$30.2K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
9+ 0.03% |
$215 - $229
|
28.4K
$790K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 0.98% |
$191 - $204
|
822
$22.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.06% |
$143 - $153
|
9.56K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.18% |
$71.6 - $76.5
|
257
$7.16K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.06% |
$71.6 - $76.5
|
5.24K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.74% |
$47.7 - $51
|
274
$7.63K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.8% |
$23.9 - $25.5
|
126
$3.51K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.64% |
$23.9 - $25.5
|
157
$4.37K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.13% |
$71.6 - $76.5
|
2.31K
$64.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$119 - $127
|
1.79K
$49.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-12- 0.97% |
$286 - $306
|
1.22K
$34K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-29- 7.88% |
$692 - $739
|
339
$9.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33- 0.31% |
$788 - $841
|
10.6K
$296K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-42- 0.34% |
$1K - $1.07K
|
12.2K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-58- 5.31% |
$1.38K - $1.48K
|
1.04K
$28.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 8.8% |
$1.43K - $1.53K
|
622
$17.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-80- 0.96% |
$1.91K - $2.04K
|
8.26K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-117Closed |
$2.79K - $2.98K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-151- 52.98% |
$3.6K - $3.85K
|
134
$3.73K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-153- 76.88% |
$3.65K - $3.9K
|
46
$1.28K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-167- 0.57% |
$3.99K - $4.26K
|
29.2K
$813K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-173- 1.95% |
$4.13K - $4.41K
|
8.72K
$243K
|