Purchases and Sales Made in Q3 2023 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
164New |
$3.71K - $4.09K
|
164
$4.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
152New |
$3.44K - $3.79K
|
152
$4.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
136New |
$3.08K - $3.39K
|
136
$4.09K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
131+ 0.49% |
$2.97K - $3.26K
|
26.7K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104+ 0.68% |
$2.35K - $2.59K
|
15.3K
$460K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
104+ 0.62% |
$2.35K - $2.59K
|
17K
$510K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95+ 6.96% |
$2.15K - $2.37K
|
1.46K
$43.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
73New |
$1.65K - $1.82K
|
73
$2.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 8.64% |
$996 - $1.1K
|
553
$16.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25New |
$566 - $623
|
25
$752
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
20+ 0.07% |
$453 - $498
|
28.4K
$853K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
15+ 0.15% |
$340 - $374
|
9.73K
$293K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 0.03% |
$294 - $324
|
43.7K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.86% |
$204 - $224
|
1.06K
$31.8K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8+ 1.92% |
$181 - $199
|
424
$12.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.09% |
$90.6 - $99.7
|
4.33K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.01% |
$67.9 - $74.8
|
34.3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.24% |
$45.3 - $49.8
|
849
$25.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.66% |
$22.6 - $24.9
|
153
$4.6K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 1.92% |
$67.9 - $74.8
|
153
$4.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 44.44% |
$90.6 - $99.7
|
5
$150
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-9- 0.1% |
$204 - $224
|
8.84K
$266K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-11- 0.03% |
$249 - $274
|
35K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-34- 0.04% |
$770 - $847
|
85.8K
$2.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44- 0.28% |
$996 - $1.1K
|
15.4K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66- 0.94% |
$1.49K - $1.64K
|
6.94K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-84- 5.37% |
$1.9K - $2.09K
|
1.48K
$44.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97- 0.74% |
$2.2K - $2.42K
|
13K
$390K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 2.16% |
$3.33K - $3.66K
|
6.67K
$200K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-160- 0.39% |
$3.62K - $3.99K
|
40.4K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-215- 0.67% |
$4.87K - $5.36K
|
31.7K
$954K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-349- 11.61% |
$7.9K - $8.7K
|
2.66K
$79.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-366- 30.55% |
$8.29K - $9.12K
|
832
$25K
|
|
|
Nov 15, 2023
Q3 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-399- 0.09% |
$9.03K - $9.94K
|
432K
$13M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-463- 4.52% |
$10.5K - $11.5K
|
9.77K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-479- 3.65% |
$10.8K - $11.9K
|
12.6K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-482- 29.57% |
$10.9K - $12K
|
1.15K
$34.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-499- 76.07% |
$11.3K - $12.4K
|
157
$4.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-571- 1.74% |
$12.9K - $14.2K
|
32.3K
$971K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-578- 1.82% |
$13.1K - $14.4K
|
31.3K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-631- 2.64% |
$14.3K - $15.7K
|
23.3K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-676- 3.87% |
$15.3K - $16.8K
|
16.8K
$506K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-725- 34.41% |
$16.4K - $18.1K
|
1.38K
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-725- 5.49% |
$16.4K - $18.1K
|
12.5K
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-881- 7.4% |
$19.9K - $22K
|
11K
$332K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-888- 7.48% |
$20.1K - $22.1K
|
11K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-981- 1.81% |
$22.2K - $24.4K
|
53.3K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 1.67% |
$23.1K - $25.4K
|
60.1K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.07K- 71.4% |
$24.2K - $26.7K
|
429
$12.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 9.06% |
$24.7K - $27.2K
|
11K
$330K
|