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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
26+ 23.85% |
$742 - $814
|
135
$3.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 55.56% |
$713 - $783
|
70
$1.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 10.25% |
$713 - $783
|
269
$7.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 2.75% |
$456 - $501
|
597
$16.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 0.74% |
$342 - $376
|
1.63K
$43.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.73% |
$228 - $250
|
1.1K
$29.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.16% |
$171 - $188
|
3.67K
$98.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.14% |
$143 - $157
|
3.7K
$99.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.09% |
$85.6 - $93.9
|
279
$7.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.04% |
$85.6 - $93.9
|
8.34K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.76% |
$57 - $62.6
|
265
$7.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.42% |
$57 - $62.6
|
481
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.79% |
$28.5 - $31.3
|
128
$3.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.63% |
$28.5 - $31.3
|
160
$4.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 0.69% |
$599 - $657
|
3.01K
$81K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-118- 1.4% |
$3.37K - $3.69K
|
8.32K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 1.11% |
$3.99K - $4.38K
|
12.5K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-141- 12.67% |
$4.02K - $4.41K
|
972
$26.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-144- 34.62% |
$4.11K - $4.51K
|
272
$7.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 26.69% |
$4.73K - $5.2K
|
456
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-178- 1.03% |
$5.08K - $5.57K
|
17.1K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-190- 2.01% |
$5.42K - $5.95K
|
9.28K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-218- 1.5% |
$6.22K - $6.82K
|
14.3K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-240- 4.01% |
$6.84K - $7.51K
|
5.75K
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 2.56% |
$8.41K - $9.23K
|
11.2K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-327- 2.38% |
$9.33K - $10.2K
|
13.4K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-332- 24.02% |
$9.47K - $10.4K
|
1.05K
$28.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 3.95% |
$9.98K - $11K
|
8.52K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-356- 1.58% |
$10.2K - $11.1K
|
22.2K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-415- 15.0% |
$11.8K - $13K
|
2.35K
$63.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-451- 3.76% |
$12.9K - $14.1K
|
11.5K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-453- 86.12% |
$12.9K - $14.2K
|
73
$1.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-459- 6.09% |
$13.1K - $14.4K
|
7.08K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-465- 4.03% |
$13.3K - $14.6K
|
11.1K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-482- 18.3% |
$13.7K - $15.1K
|
2.15K
$58K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-488- 6.13% |
$13.9K - $15.3K
|
7.48K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-506- 0.37% |
$14.4K - $15.8K
|
137K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-517- 63.83% |
$14.7K - $16.2K
|
293
$7.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-549- 2.51% |
$15.7K - $17.2K
|
21.3K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-554- 7.57% |
$15.8K - $17.3K
|
6.76K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-668- 10.0% |
$19.1K - $20.9K
|
6.01K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-857- 5.97% |
$24.4K - $26.8K
|
13.5K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-920- 1.34% |
$26.2K - $28.8K
|
68K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.08K- 78.07% |
$30.9K - $33.9K
|
304
$8.19K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 7.45% |
$36K - $39.6K
|
15.7K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 6.8% |
$37.7K - $41.4K
|
18.1K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 3.1% |
$38.9K - $42.7K
|
42.7K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 15.59% |
$39.9K - $43.8K
|
7.57K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.47K- 11.63% |
$42K - $46.1K
|
11.2K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.57K- 3.0% |
$44.7K - $49.1K
|
50.7K
$1.37M
|