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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
5.8K+ 0.84% |
$121K - $139K
|
699K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
754New |
$15.8K - $18.1K
|
754
$21.2K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
420New |
$8.79K - $10.1K
|
420
$11.8K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$6.78M - $8.02M
|
318K
$8.95M
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
295KNew |
$6.28M - $7.43M
|
295K
$8.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.52K+ 18.23% |
$53.6K - $63.4K
|
16.3K
$459K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.14KNew |
$45.5K - $53.8K
|
2.14K
$60.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.16KNew |
$24.7K - $29.2K
|
1.16K
$32.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
1.03KNew |
$22K - $26K
|
1.03K
$29K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$21.3K - $25.2K
|
1K
$28.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
701New |
$14.9K - $17.7K
|
701
$19.7K
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
454+ 1.39% |
$9.67K - $11.4K
|
33.2K
$934K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
223New |
$4.75K - $5.62K
|
223
$6.27K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
33.6KNew |
$726K - $880K
|
33.6K
$945K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$35.7K - $43.3K
|
1.65K
$46.5K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.63KNew |
$35.3K - $42.7K
|
1.63K
$45.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.22KNew |
$26.3K - $31.9K
|
1.22K
$34.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$24.4K - $29.6K
|
1.13K
$31.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
975New |
$21.1K - $25.5K
|
975
$27.4K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
648New |
$14K - $17K
|
648
$18.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
355New |
$7.68K - $9.29K
|
355
$9.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287New |
$6.2K - $7.51K
|
287
$8.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190New |
$4.11K - $4.97K
|
190
$5.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
128+ 1.25% |
$2.77K - $3.35K
|
10.4K
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
84New |
$1.82K - $2.2K
|
84
$2.36K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
66New |
$1.43K - $1.73K
|
66
$1.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$389 - $471
|
18
$506
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.91% |
$86.5 - $105
|
443
$12.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.7KNew |
$357K - $500K
|
16.7K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
11.7K+ 81.43% |
$250K - $351K
|
26.1K
$735K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.4KNew |
$222K - $311K
|
10.4K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.4KNew |
$137K - $192K
|
6.4K
$180K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.38K+ 162.7% |
$50.8K - $71.3K
|
3.85K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.04KNew |
$43.4K - $61K
|
2.04K
$57.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
373New |
$7.96K - $11.2K
|
373
$10.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
240New |
$5.12K - $7.19K
|
240
$6.75K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
62.9KNew |
$1.61M - $2.05M
|
62.9K
$1.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
BUY
|
- |
46KNew |
$1.18M - $1.49M
|
46K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
43.2KNew |
$1.11M - $1.4M
|
43.2K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
39.9K+ 20.12% |
$1.02M - $1.3M
|
238K
$6.7M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.6KNew |
$501K - $636K
|
19.6K
$550K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
11.1KNew |
$283K - $360K
|
11.1K
$311K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.5KNew |
$218K - $276K
|
8.5K
$239K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
8.47KNew |
$217K - $276K
|
8.47K
$238K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7.13K+ 60.04% |
$183K - $232K
|
19K
$534K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$73.5K - $93.3K
|
2.87K
$80.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.18K+ 363.33% |
$55.8K - $70.9K
|
2.78K
$78.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$40.6K - $51.5K
|
1.58K
$44.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.15K+ 11.69% |
$29.3K - $37.3K
|
10.9K
$308K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
616New |
$15.8K - $20K
|
616
$17.3K
|
|