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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$28.5K - $32.6K
|
1.1K
$30.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
951+ 3.43% |
$24.7K - $28.3K
|
28.6K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
721New |
$18.7K - $21.4K
|
721
$20.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
7.6KNew |
$197K - $226K
|
7.6K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.94% |
$182 - $208
|
755
$21.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.25KNew |
$32.5K - $37.2K
|
1.25K
$35.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
59.3KNew |
$1.54M - $1.76M
|
59.3K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
696+ 11.14% |
$18.1K - $20.7K
|
6.94K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.16K- 30.9% |
$30.2K - $34.5K
|
2.6K
$73.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-629- 4.26% |
$16.3K - $18.7K
|
14.1K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 32.53% |
$701 - $803
|
56
$1.58K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-688- 67.58% |
$17.9K - $20.5K
|
330
$9.28K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.04K- 64.61% |
$105K - $120K
|
2.22K
$62.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-314- 99.68% |
$8.15K - $9.34K
|
1
$28.1
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$37.6K - $43K
|
1.45K
$40.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
756New |
$19.6K - $22.5K
|
756
$21.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.72KNew |
$44.7K - $51.1K
|
1.72K
$48.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
54+ 0.54% |
$1.4K - $1.61K
|
10.1K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$312K - $357K
|
12K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 0.88% |
$519 - $595
|
2.3K
$64.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 21.74% |
$260 - $297
|
36
$1.01K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-509- 19.16% |
$13.2K - $15.1K
|
2.15K
$60.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
8.1KNew |
$210K - $241K
|
8.1K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.09KNew |
$54.2K - $62.1K
|
2.09K
$58.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.04K- 21.59% |
$52.9K - $60.5K
|
7.4K
$208K
|
|
| Q1 2025 | |||||||
|
Oct 08, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.8K+ 18.84% |
$108K - $117K
|
24K
$674K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.29KClosed |
$207K - $224K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.45KNew |
$41K - $44.5K
|
1.45K
$40.7K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
102K+ 537.34% |
$2.89M - $3.13M
|
121K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
408New |
$11.6K - $12.6K
|
408
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
432K+ 188.33% |
$12.3M - $13.3M
|
662K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.8K- 70.37% |
$108K - $117K
|
1.6K
$45K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
97.7KNew |
$2.77M - $3.01M
|
97.7K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-19K- 47.32% |
$537K - $583K
|
21.1K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.6K+ 13.4% |
$73.7K - $80K
|
22K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.94KNew |
$55.1K - $59.8K
|
1.94K
$54.6K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
193New |
$5.47K - $5.94K
|
193
$5.43K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
388New |
$11K - $11.9K
|
388
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
9.94KNew |
$282K - $306K
|
9.94K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 62.34% |
$441K - $479K
|
9.4K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-6.1K- 22.29% |
$173K - $188K
|
21.3K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
94.5KNew |
$2.68M - $2.91M
|
94.5K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
61New |
$1.73K - $1.88K
|
61
$1.72K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.34KNew |
$208K - $226K
|
7.34K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
10New |
$284 - $308
|
10
$281
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-226K- 83.41% |
$6.41M - $6.96M
|
45K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-65- 73.03% |
$1.84K - $2K
|
24
$675
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5- 0.05% |
$142 - $154
|
10.8K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-215- 1.46% |
$6.1K - $6.62K
|
14.6K
$409K
|
|