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 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.79% |
$28.5 - $31.3
|
128
$3.86K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.63% |
$28.5 - $31.3
|
160
$4.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-118- 1.4% |
$3.37K - $3.69K
|
8.32K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-141- 12.67% |
$4.02K - $4.41K
|
972
$29.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 26.69% |
$4.73K - $5.2K
|
456
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-190- 2.01% |
$5.42K - $5.95K
|
9.28K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-240- 4.01% |
$6.84K - $7.51K
|
5.75K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 2.56% |
$8.41K - $9.23K
|
11.2K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-332- 24.02% |
$9.47K - $10.4K
|
1.05K
$31.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 3.95% |
$9.98K - $11K
|
8.52K
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-356- 1.58% |
$10.2K - $11.1K
|
22.2K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-451- 3.76% |
$12.9K - $14.1K
|
11.5K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-453- 86.12% |
$12.9K - $14.2K
|
73
$2.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-482- 18.3% |
$13.7K - $15.1K
|
2.15K
$64.9K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-554- 7.57% |
$15.8K - $17.3K
|
6.76K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-857- 5.97% |
$24.4K - $26.8K
|
13.5K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-920- 1.34% |
$26.2K - $28.8K
|
68K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 7.45% |
$36K - $39.6K
|
15.7K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 15.59% |
$39.9K - $43.8K
|
7.57K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.57K- 3.0% |
$44.7K - $49.1K
|
50.7K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.66K- 13.81% |
$47.5K - $52.1K
|
10.4K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.1K- 7.28% |
$59.9K - $65.7K
|
26.7K
$806K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4K- 7.77% |
$114K - $125K
|
47.6K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.33K- 3.69% |
$123K - $135K
|
113K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-5.73K- 21.89% |
$163K - $179K
|
20.4K
$616K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.05K- 27.5% |
$201K - $221K
|
18.6K
$560K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.9K- 98.26% |
$511K - $561K
|
318
$9.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-25.9K- 8.89% |
$740K - $812K
|
266K
$8.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-29.5K- 9.82% |
$842K - $924K
|
271K
$8.17M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-253K- 96.77% |
$7.22M - $7.93M
|
8.44K
$255K
|