Heritage Wealth Advisors Inven Trust Properties Corp. Transaction History
Heritage Wealth Advisors
- $2.19 Billion
- Q3 2025
A detailed history of Heritage Wealth Advisors transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,250 shares of IVT stock, worth $35,162. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,250
Previous 1,250
-0.0%
Holding current value
$35,162
Previous $34,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IVT
# of Institutions
329Shares Held
54.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA11.3MShares$317 Million0.01% of portfolio
-
Black Rock Inc. New York, NY6.74MShares$190 Million0.0% of portfolio
-
Principal Financial Group Inc Des Moines, IA4.73MShares$133 Million0.07% of portfolio
-
State Street Corp Boston, MA2.82MShares$79.3 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$56.5 Million0.0% of portfolio
About InvenTrust Properties Corp.
- Ticker IVT
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 67,427,600
- Market Cap $1.9B
- Description
- InvenTrust Properties Corp. is a premier multi-tenant retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood centers, and select power centers that often have a grocery component, predominantly in Sun Belt markets with favorable demographics. We seek to continue to execute our strategy to enhance our multi-...