Purchases and Sales Made in Q3 2021 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q3 2021. 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 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
64.8K+ 532.88% |
$82.3K - $1.28M
|
76.9K
$2.31M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
13.7KNew |
$17.4K - $271K
|
13.7K
$412K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.2KNew |
$6.61K - $103K
|
5.2K
$156K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700New |
$889 - $13.8K
|
700
$21K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
700New |
$889 - $13.8K
|
700
$21K
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$635 - $9.88K
|
500
$15K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$203 - $3.16K
|
160
$4.81K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.3K- 90.0% |
$13K - $203K
|
1.14K
$34.3K
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-68.7KClosed |
$87.3K - $1.36M
|
0
$0
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-75.5K- 89.99% |
$95.9K - $1.49M
|
8.39K
$252K
|