Purchases and Sales Made in Q4 2021 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
477New |
$2.4K - $13.3K
|
477
$14.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
444+ 8.54% |
$2.23K - $12.4K
|
5.65K
$170K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
439New |
$2.21K - $12.3K
|
439
$13.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
411+ 3.0% |
$2.07K - $11.5K
|
14.1K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
407New |
$2.05K - $11.4K
|
407
$12.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
393New |
$1.98K - $11K
|
393
$11.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
391New |
$1.97K - $10.9K
|
391
$11.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
385New |
$1.94K - $10.8K
|
385
$11.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
372New |
$1.87K - $10.4K
|
372
$11.2K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
353New |
$1.78K - $9.87K
|
353
$10.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
353New |
$1.78K - $9.87K
|
353
$10.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
324New |
$1.63K - $9.06K
|
324
$9.74K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
312New |
$1.57K - $8.73K
|
312
$9.38K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
293New |
$1.47K - $8.2K
|
293
$8.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
288New |
$1.45K - $8.06K
|
288
$8.66K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
271New |
$1.36K - $7.58K
|
271
$8.15K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
262New |
$1.32K - $7.33K
|
262
$7.88K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
260New |
$1.31K - $7.27K
|
260
$7.82K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
257New |
$1.29K - $7.19K
|
257
$7.73K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$1.26K - $6.99K
|
250
$7.52K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
250New |
$1.26K - $6.99K
|
250
$7.52K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
215New |
$1.08K - $6.01K
|
215
$6.47K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
202New |
$1.02K - $5.65K
|
202
$6.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$1.01K - $5.59K
|
200
$6.01K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200New |
$1.01K - $5.59K
|
200
$6.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
182New |
$915 - $5.09K
|
182
$5.47K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$880 - $4.89K
|
175
$5.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
173New |
$870 - $4.84K
|
173
$5.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
161New |
$810 - $4.5K
|
161
$4.84K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
148New |
$744 - $4.14K
|
148
$4.45K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
141New |
$709 - $3.94K
|
141
$4.24K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$503 - $2.8K
|
100
$3.01K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100New |
$503 - $2.8K
|
100
$3.01K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
99New |
$498 - $2.77K
|
99
$2.98K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
86New |
$433 - $2.41K
|
86
$2.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
82New |
$412 - $2.29K
|
82
$2.47K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
80New |
$402 - $2.24K
|
80
$2.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
70New |
$352 - $1.96K
|
70
$2.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67New |
$337 - $1.87K
|
67
$2.01K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
39+ 1.83% |
$196 - $1.09K
|
2.17K
$65.2K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-66- 41.25% |
$332 - $1.85K
|
94
$2.83K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-354- 70.8% |
$1.78K - $9.9K
|
146
$4.39K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-700Closed |
$3.52K - $19.6K
|
0
$0
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.39KClosed |
$42.2K - $235K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.1K- 33.97% |
$131K - $731K
|
50.8K
$1.53M
|