Latest Institutional Purchases of Inven Trust Properties Corp. (IVT)
This list provides information on the latest institutional transactions involving Inven Trust Properties Corp. (IVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.33KNew |
$30.3K - $35.6K
|
1.33K
$36.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.02KNew |
$23.2K - $27.3K
|
1.02K
$28K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
809New |
$18.5K - $21.7K
|
809
$22.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
675New |
$15.4K - $18.1K
|
675
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
441New |
$10.1K - $11.8K
|
441
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
311New |
$7.09K - $8.33K
|
311
$8.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
188New |
$4.29K - $5.04K
|
188
$5.16K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
100+ 1.01% |
$2.28K - $2.68K
|
9.96K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
75New |
$1.71K - $2.01K
|
75
$2.06K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
84KNew |
$1.9M - $2.09M
|
84K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
50.8KNew |
$1.15M - $1.27M
|
50.8K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.5KNew |
$396K - $436K
|
17.5K
$480K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.48KNew |
$192K - $211K
|
8.48K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.22KNew |
$27.6K - $30.3K
|
1.22K
$33.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
860New |
$19.5K - $21.4K
|
860
$23.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
718+ 26.55% |
$16.3K - $17.9K
|
3.42K
$94K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
383+ 59.2% |
$8.67K - $9.54K
|
1.03K
$28.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
283New |
$6.41K - $7.05K
|
283
$7.77K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
164New |
$3.71K - $4.09K
|
164
$4.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
152New |
$3.44K - $3.79K
|
152
$4.18K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
136New |
$3.08K - $3.39K
|
136
$3.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
73New |
$1.65K - $1.82K
|
73
$2.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25New |
$566 - $623
|
25
$687
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
19.4KNew |
$406K - $465K
|
19.4K
$533K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9.63KNew |
$201K - $231K
|
9.63K
$265K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
9.15KNew |
$191K - $219K
|
9.15K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
5.8K+ 0.84% |
$121K - $139K
|
699K
$19.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
754New |
$15.8K - $18.1K
|
754
$20.7K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
636+ 4.67% |
$13.3K - $15.3K
|
14.3K
$391K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
420New |
$8.79K - $10.1K
|
420
$11.5K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$6.78M - $8.02M
|
318K
$8.74M
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
295KNew |
$6.28M - $7.43M
|
295K
$8.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.52K+ 18.23% |
$53.6K - $63.4K
|
16.3K
$448K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.14KNew |
$45.5K - $53.8K
|
2.14K
$58.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.16KNew |
$24.7K - $29.2K
|
1.16K
$31.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
1.03KNew |
$22K - $26K
|
1.03K
$28.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$21.3K - $25.2K
|
1K
$27.5K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
701New |
$14.9K - $17.7K
|
701
$19.3K
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
454+ 1.39% |
$9.67K - $11.4K
|
33.2K
$912K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
223New |
$4.75K - $5.62K
|
223
$6.13K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
33.6KNew |
$726K - $880K
|
33.6K
$923K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$35.7K - $43.3K
|
1.65K
$45.4K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.63KNew |
$35.3K - $42.7K
|
1.63K
$44.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.22KNew |
$26.3K - $31.9K
|
1.22K
$33.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$24.4K - $29.6K
|
1.13K
$31K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
975New |
$21.1K - $25.5K
|
975
$26.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
648New |
$14K - $17K
|
648
$17.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
355New |
$7.68K - $9.29K
|
355
$9.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287New |
$6.2K - $7.51K
|
287
$7.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190New |
$4.11K - $4.97K
|
190
$5.22K
|
|