Purchases and Sales Made in Q4 2024 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q4 2024. 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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.36MNew |
$124M - $137M
|
4.36M
$132M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236KNew |
$6.73M - $7.39M
|
236K
$7.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
98.4K+ 8.34% |
$2.81M - $3.08M
|
1.28M
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.3KNew |
$779K - $855K
|
27.3K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
27.1KNew |
$773K - $849K
|
27.1K
$817K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.2KNew |
$634K - $696K
|
22.2K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20K+ 69.08% |
$569K - $625K
|
48.9K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.1KNew |
$516K - $566K
|
18.1K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17.8KNew |
$508K - $557K
|
17.8K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.7K+ 11.24% |
$391K - $429K
|
136K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
13.4K+ 95.46% |
$381K - $418K
|
27.3K
$824K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.8KNew |
$308K - $338K
|
10.8K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.39K+ 24.81% |
$239K - $262K
|
42.2K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
7.57KNew |
$216K - $237K
|
7.57K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.53KNew |
$215K - $236K
|
7.53K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$201K - $221K
|
7.05K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.76KNew |
$193K - $211K
|
6.76K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.8K+ 14.87% |
$137K - $150K
|
37.1K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.72K+ 12.95% |
$135K - $148K
|
41.2K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.5K+ 37.92% |
$128K - $141K
|
16.4K
$493K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.78K+ 8.69% |
$108K - $118K
|
47.3K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.45K+ 4.24% |
$98.4K - $108K
|
84.9K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3K+ 13.51% |
$85.6K - $93.9K
|
25.2K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3K+ 25.62% |
$85.6K - $93.9K
|
14.7K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.95K+ 1.9% |
$84K - $92.2K
|
158K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.84K+ 14.53% |
$81K - $88.9K
|
22.4K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91K+ 12.32% |
$54.5K - $59.8K
|
17.4K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.65K+ 12.61% |
$47.2K - $51.8K
|
14.8K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03K+ 123.32% |
$29.3K - $32.1K
|
1.86K
$56K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
920+ 10.73% |
$26.2K - $28.8K
|
9.5K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
756+ 19.84% |
$21.6K - $23.7K
|
4.57K
$138K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
577+ 356.17% |
$16.5K - $18.1K
|
739
$22.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
410New |
$11.7K - $12.8K
|
410
$12.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
383+ 4.45% |
$10.9K - $12K
|
8.99K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
350New |
$9.98K - $11K
|
350
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
146New |
$4.16K - $4.57K
|
146
$4.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142New |
$4.05K - $4.44K
|
142
$4.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
98+ 0.39% |
$2.79K - $3.07K
|
25.5K
$768K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
92+ 1.02% |
$2.62K - $2.88K
|
9.11K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 17.9% |
$2.14K - $2.35K
|
494
$14.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66New |
$1.88K - $2.07K
|
66
$1.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46+ 0.25% |
$1.31K - $1.44K
|
18.6K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
46+ 0.46% |
$1.31K - $1.44K
|
9.98K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.31% |
$1.03K - $1.13K
|
11.8K
$356K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
26+ 23.85% |
$742 - $814
|
135
$4.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 10.25% |
$713 - $783
|
269
$8.11K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 55.56% |
$713 - $783
|
70
$2.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.73% |
$228 - $250
|
1.1K
$33.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.16% |
$171 - $188
|
3.67K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.09% |
$85.6 - $93.9
|
279
$8.41K
|