Purchases and Sales Made in Q4 2023 in Inven Trust Properties Corp. (IVT)

IVT Quotes by TradingView

This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q4 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
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
271
+ 18.57%
$6.18K - $7.26K
1.73K $46.6K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
269
New
$6.14K - $7.21K
269 $7.25K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
268
+ 0.66%
$6.11K - $7.18K
41.2K $1.11M
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
260
+ 2.04%
$5.93K - $6.97K
13K $350K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
252
New
$5.75K - $6.75K
252 $6.79K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
249
New
$5.68K - $6.67K
249 $6.71K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
245
+ 1.7%
$5.59K - $6.57K
14.7K $395K
Feb 06, 2024 Q4 2023
Edge Rock Capital LLC

BUY
 -
205
New
$4.68K - $5.49K
205 $5.52K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
188
New
$4.29K - $5.04K
188 $5.07K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
162
New
$3.7K - $4.34K
162 $4.37K
Feb 14, 2024 Q4 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
75
New
$1.71K - $2.01K
75 $2.02K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
63
+ 5.32%
$1.44K - $1.69K
1.25K $33.6K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
49
+ 0.5%
$1.12K - $1.31K
9.78K $264K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
39
+ 0.35%
$890 - $1.05K
11.1K $298K
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
33
+ 0.21%
$753 - $884
15.8K $426K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
31
+ 1.93%
$707 - $831
1.63K $44K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
19
+ 33.93%
$433 - $509
75 $2.02K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
9
+ 0.61%
$205 - $241
1.49K $40.1K
Jan 18, 2024 Q4 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
9
+ 0.85%
$205 - $241
1.07K $28.8K
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5
+ 0.03%
$114 - $134
15.3K $413K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
2
+ 0.24%
$45.6 - $53.6
851 $22.9K
Jan 31, 2024 Q4 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 1.31%
$45.6 - $53.6
155 $4.18K
May 24, 2024 Q4 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 1.31%
$45.6 - $53.6
155 $4.18K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
SELL
 -
-2
- 40.0%
$45.6 - $53.6
3 $80.9
Feb 14, 2024 Q4 2023
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-6
- 0.1%
$137 - $161
6.23K $168K
Feb 14, 2024 Q4 2023
Janus Henderson Group PLC

London, X0
SELL
 -
-52
- 0.15%
$1.19K - $1.39K
34.2K $922K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

SELL
 -
-61
- 0.7%
$1.39K - $1.63K
8.67K $234K
Feb 14, 2024 Q4 2023
Alliancebernstein L.P.

New York, NY
SELL
 -
-68
- 0.08%
$1.55K - $1.82K
85.7K $2.31M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

SELL
 -
-100
- 38.17%
$2.28K - $2.68K
162 $4.37K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-123
- 51.46%
$2.81K - $3.3K
116 $3.13K
May 01, 2024 Q4 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-130
- 50.0%
$2.97K - $3.48K
130 $3.5K
Feb 06, 2024 Q4 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-130
- 50.0%
$2.97K - $3.48K
130 $3.5K
Feb 13, 2024 Q4 2023
American International Group, Inc.

New York, NY
SELL
 -
-137
- 0.4%
$3.12K - $3.67K
33.8K $911K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

SELL
 -
-178
- 1.15%
$4.06K - $4.77K
15.3K $412K
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

SELL
 -
-180
- 1.99%
$4.11K - $4.82K
8.89K $239K
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-190
- 1.73%
$4.33K - $5.09K
10.8K $291K
Jan 23, 2024 Q4 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
SELL
 -
-221
- 2.26%
$5.04K - $5.92K
9.55K $257K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-257
- 23.77%
$5.86K - $6.89K
824 $22.2K
Feb 07, 2024 Q4 2023
Advisor Os, LLC

SELL
 -
-285
- 3.2%
$6.5K - $7.64K
8.61K $232K
Feb 12, 2024 Q4 2023
Harvest Investment Services, LLC

SELL
 -
-291
- 1.57%
$6.64K - $7.8K
18.3K $492K
Jan 19, 2024 Q4 2023
State Of Alaska, Department Of Revenue

SELL
 -
-309
- 0.96%
$7.05K - $8.28K
32K $861K
Jan 31, 2024 Q4 2023
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-317
- 38.1%
$7.23K - $8.5K
515 $13.9K
Jan 24, 2024 Q4 2023
Arizona State Retirement System

SELL
 -
-343
- 1.78%
$7.82K - $9.19K
18.9K $509K
Feb 08, 2024 Q4 2023
Rhumbline Advisers

Boston, MA
SELL
 -
-371
- 0.31%
$8.46K - $9.94K
118K $3.18M
Oct 28, 2024 Q4 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-424
Closed
$9.67K - $11.4K
0 $0
Feb 02, 2024 Q4 2023
Marquette Asset Management, LLC

SELL
 -
-437
- 31.33%
$9.97K - $11.7K
958 $25.8K
Jan 30, 2024 Q4 2023
Strs Ohio

SELL
 -
-500
- 3.47%
$11.4K - $13.4K
13.9K $375K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-531
- 3.13%
$12.1K - $14.2K
16.4K $443K
Jan 19, 2024 Q4 2023
Great Waters Wealth Management

Minneapolis, MN
SELL
 -
-567
- 1.62%
$12.9K - $15.2K
34.5K $929K

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