Purchases and Sales Made in Q3 2025 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.56KNew |
$122K - $137K
|
4.56K
$127K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 312.41% |
$55.1K - $62.1K
|
2.73K
$75.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
348+ 4.03% |
$9.29K - $10.5K
|
8.98K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
130+ 1.04% |
$3.47K - $3.91K
|
12.6K
$350K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
31New |
$828 - $932
|
31
$862
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25+ 19.23% |
$668 - $752
|
155
$4.31K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5+ 0.07% |
$134 - $150
|
7.68K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-65- 2.82% |
$1.74K - $1.95K
|
2.24K
$62.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-183- 1.58% |
$4.89K - $5.5K
|
11.4K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-239- 16.08% |
$6.38K - $7.18K
|
1.25K
$34.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-2K- 15.8% |
$53.5K - $60.2K
|
10.7K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.77K- 6.59% |
$127K - $143K
|
67.6K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.98K- 32.63% |
$186K - $210K
|
14.4K
$401K
|