Latest Institutional Transactions on Inven Trust Properties Corp. (IVT)
This table provides information on the latest institutional transactions involving Inven Trust Properties Corp. (IVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-9.19KClosed |
$228K - $286K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.64KClosed |
$40.6K - $51K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-324Closed |
$8.02K - $10.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-8.28KClosed |
$205K - $257K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$26K - $32.6K
|
1.05K
$31.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.45KClosed |
$184K - $231K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-24.1KClosed |
$597K - $749K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.39KClosed |
$42.2K - $235K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
39+ 1.83% |
$196 - $1.09K
|
2.17K
$64.1K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-700Closed |
$3.52K - $19.6K
|
0
$0
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
353New |
$1.78K - $9.87K
|
353
$10.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
293New |
$1.47K - $8.2K
|
293
$8.67K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
372New |
$1.87K - $10.4K
|
372
$11K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
257New |
$1.29K - $7.19K
|
257
$7.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
182New |
$915 - $5.09K
|
182
$5.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
407New |
$2.05K - $11.4K
|
407
$12K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$5.92K - $32.9K
|
1.18K
$34.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.69KNew |
$8.48K - $47.1K
|
1.69K
$49.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67New |
$337 - $1.87K
|
67
$1.98K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-354- 70.8% |
$1.78K - $9.9K
|
146
$4.32K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
1KNew |
$5.03K - $28K
|
1K
$29.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.6KNew |
$58.1K - $323K
|
11.6K
$342K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$1.26K - $6.99K
|
250
$7.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.48KNew |
$7.42K - $41.3K
|
1.48K
$43.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
141New |
$709 - $3.94K
|
141
$4.17K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$503 - $2.8K
|
100
$2.96K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700New |
$889 - $13.8K
|
700
$20.7K
|
|