Purchases and Sales Made in Q2 2025 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
36+ 0.15% |
$935 - $1.07K
|
24.4K
$675K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 4.5% |
$727 - $832
|
650
$18K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 0.88% |
$519 - $595
|
2.3K
$63.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$364 - $416
|
14
$387
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
13+ 0.88% |
$338 - $386
|
1.49K
$41K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
11+ 0.15% |
$286 - $327
|
7.37K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.9% |
$260 - $297
|
1.12K
$31K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.94% |
$182 - $208
|
755
$20.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 23.33% |
$182 - $208
|
37
$1.02K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 0.86% |
$182 - $208
|
823
$22.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.71% |
$51.9 - $59.5
|
283
$7.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.41% |
$51.9 - $59.5
|
484
$13.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.52% |
$26 - $29.7
|
67
$1.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.64% |
$26 - $29.7
|
157
$4.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 53.33% |
$208 - $238
|
7
$193
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 21.74% |
$260 - $297
|
36
$994
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 1.86% |
$312 - $357
|
632
$17.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12- 0.02% |
$312 - $357
|
48.3K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 50.0% |
$519 - $595
|
20
$552
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-21- 32.81% |
$545 - $624
|
43
$1.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23- 8.42% |
$597 - $684
|
250
$6.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 41.94% |
$675 - $773
|
36
$994
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 32.53% |
$701 - $803
|
56
$1.55K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 1.88% |
$779 - $892
|
1.56K
$43.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 5.84% |
$1.06K - $1.22K
|
661
$18.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42- 0.36% |
$1.09K - $1.25K
|
11.6K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-45- 37.5% |
$1.17K - $1.34K
|
75
$2.07K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-48- 0.62% |
$1.25K - $1.43K
|
7.68K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50- 6.67% |
$1.3K - $1.49K
|
700
$19.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-56- 0.13% |
$1.45K - $1.66K
|
42.3K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-67- 0.82% |
$1.74K - $1.99K
|
8.07K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-80- 0.92% |
$2.08K - $2.38K
|
8.63K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-95- 6.5% |
$2.47K - $2.82K
|
1.37K
$37.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-105- 1.13% |
$2.73K - $3.12K
|
9.19K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-109- 45.61% |
$2.83K - $3.24K
|
130
$3.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-113- 0.66% |
$2.93K - $3.36K
|
17K
$470K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 3.32% |
$4.03K - $4.61K
|
4.52K
$125K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-174- 2.22% |
$4.52K - $5.17K
|
7.68K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-228- 0.46% |
$5.92K - $6.78K
|
49.2K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-308- 2.59% |
$8K - $9.16K
|
11.6K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-314- 99.68% |
$8.15K - $9.34K
|
1
$27.6
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-323- 0.01% |
$8.39K - $9.6K
|
2.81M
$77.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-438- 2.58% |
$11.4K - $13K
|
16.6K
$458K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-479- 23.0% |
$12.4K - $14.2K
|
1.6K
$44.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-509- 19.16% |
$13.2K - $15.1K
|
2.15K
$59.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-629- 4.26% |
$16.3K - $18.7K
|
14.1K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-688- 67.58% |
$17.9K - $20.5K
|
330
$9.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-742- 60.87% |
$19.3K - $22.1K
|
477
$13.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-773- 4.61% |
$20.1K - $23K
|
16K
$442K
|