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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.5KNew |
$396K - $436K
|
17.5K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
136New |
$3.08K - $3.39K
|
136
$3.97K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.48KNew |
$192K - $211K
|
8.48K
$248K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-14.9K- 29.5% |
$337K - $371K
|
35.6K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-499- 76.07% |
$11.3K - $12.4K
|
157
$4.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.41K- 82.84% |
$32K - $35.2K
|
293
$8.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
383+ 59.2% |
$8.67K - $9.54K
|
1.03K
$30.1K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
636+ 4.67% |
$13.3K - $15.3K
|
14.3K
$416K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
420New |
$8.79K - $10.1K
|
420
$12.3K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.3KClosed |
$298K - $342K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
19.4KNew |
$406K - $465K
|
19.4K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
5.8K+ 0.84% |
$121K - $139K
|
699K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.08K- 10.63% |
$43.5K - $49.9K
|
17.5K
$511K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
754New |
$15.8K - $18.1K
|
754
$22K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9.63KNew |
$201K - $231K
|
9.63K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-878- 41.61% |
$18.4K - $21.1K
|
1.23K
$36K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
9.15KNew |
$191K - $219K
|
9.15K
$267K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.11K- 96.85% |
$23.2K - $26.5K
|
36
$1.05K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.3KNew |
$215K - $247K
|
10.3K
$301K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.14KNew |
$45.5K - $53.8K
|
2.14K
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-378- 9.11% |
$8.06K - $9.53K
|
3.77K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
454+ 1.39% |
$9.67K - $11.4K
|
33.2K
$971K
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
295KNew |
$6.28M - $7.43M
|
295K
$8.61M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 67.57% |
$1.07K - $1.26K
|
24
$701
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$6.78M - $8.02M
|
318K
$9.3M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.84K- 7.22% |
$39.2K - $46.4K
|
23.6K
$691K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.37K- 5.59% |
$71.8K - $85K
|
56.9K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
701New |
$14.9K - $17.7K
|
701
$20.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
223New |
$4.75K - $5.62K
|
223
$6.52K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.52K+ 18.23% |
$53.6K - $63.4K
|
16.3K
$477K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.16KNew |
$24.7K - $29.2K
|
1.16K
$33.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$21.3K - $25.2K
|
1K
$29.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
1.03KNew |
$22K - $26K
|
1.03K
$30.1K
|
|
| Q4 2022 | |||||||
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.63KNew |
$35.3K - $42.7K
|
1.63K
$47.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.22KNew |
$26.3K - $31.9K
|
1.22K
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
128+ 1.25% |
$2.77K - $3.35K
|
10.4K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
648New |
$14K - $17K
|
648
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190New |
$4.11K - $4.97K
|
190
$5.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287New |
$6.2K - $7.51K
|
287
$8.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$389 - $471
|
18
$526
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 5.39% |
$11.5K - $13.9K
|
9.3K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-280- 32.15% |
$6.05K - $7.33K
|
591
$17.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
33.6KNew |
$726K - $880K
|
33.6K
$982K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-431- 2.4% |
$9.32K - $11.3K
|
17.6K
$513K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.91% |
$86.5 - $105
|
443
$12.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
355New |
$7.68K - $9.29K
|
355
$10.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
975New |
$21.1K - $25.5K
|
975
$28.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$24.4K - $29.6K
|
1.13K
$33K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$35.7K - $43.3K
|
1.65K
$48.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
66New |
$1.43K - $1.73K
|
66
$1.93K
|
|