Purchases and Sales Made in Q2 2023 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q2 2023. The information is specifically focused on institutions that hold shares of InvenTrust Properties Corp..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
99+ 3.41% |
$2.07K - $2.37K
|
3.01K
$81K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
96New |
$2.01K - $2.3K
|
96
$2.59K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
54New |
$1.13K - $1.29K
|
54
$1.46K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
54+ 0.56% |
$1.13K - $1.29K
|
9.71K
$262K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
51+ 0.43% |
$1.07K - $1.22K
|
11.9K
$321K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
38+ 0.12% |
$795 - $911
|
32.7K
$883K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
37+ 0.27% |
$774 - $887
|
13.7K
$370K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 86.67% |
$544 - $623
|
56
$1.51K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 1.3% |
$418 - $480
|
1.56K
$42.1K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.96% |
$209 - $240
|
1.05K
$28.3K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.22% |
$188 - $216
|
4.02K
$108K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 0.13% |
$146 - $168
|
5.39K
$145K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 80.0% |
$83.7 - $95.9
|
9
$243
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.66% |
$20.9 - $24
|
152
$4.1K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-17- 0.29% |
$356 - $408
|
5.95K
$160K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-26- 6.34% |
$544 - $623
|
384
$10.3K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-28- 0.08% |
$586 - $671
|
34.3K
$924K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28- 5.21% |
$586 - $671
|
509
$13.7K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-31- 0.45% |
$649 - $743
|
6.84K
$184K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-70- 1.65% |
$1.46K - $1.68K
|
4.18K
$113K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-78- 0.53% |
$1.63K - $1.87K
|
14.8K
$398K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-84- 8.74% |
$1.76K - $2.01K
|
877
$23.6K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-152- 1.24% |
$3.18K - $3.64K
|
12.1K
$325K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-269- 5.85% |
$5.63K - $6.45K
|
4.33K
$117K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-304- 18.23% |
$6.36K - $7.29K
|
1.36K
$36.8K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-318- 18.88% |
$6.65K - $7.63K
|
1.37K
$36.8K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-325- 12.45% |
$6.8K - $7.79K
|
2.29K
$61.6K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-329- 20.52% |
$6.88K - $7.89K
|
1.27K
$34.3K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-340- 0.39% |
$7.11K - $8.15K
|
85.8K
$2.31M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-442- 24.25% |
$9.25K - $10.6K
|
1.38K
$37.2K
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-513- 7.16% |
$10.7K - $12.3K
|
6.65K
$179K
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-524- 1.62% |
$11K - $12.6K
|
31.8K
$858K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-585- 2.99% |
$12.2K - $14K
|
19K
$511K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-633- 6.23% |
$13.2K - $15.2K
|
9.53K
$257K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-717- 1.06% |
$15K - $17.2K
|
67K
$1.81M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-728- 9.65% |
$15.2K - $17.5K
|
6.81K
$184K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-745- 46.8% |
$15.6K - $17.9K
|
847
$22.8K
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-771- 7.01% |
$16.1K - $18.5K
|
10.2K
$276K
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-820- 3.41% |
$17.2K - $19.7K
|
23.3K
$627K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-878- 41.61% |
$18.4K - $21.1K
|
1.23K
$33.2K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-927- 11.69% |
$19.4K - $22.2K
|
7K
$189K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-962- 0.68% |
$20.1K - $23.1K
|
141K
$3.8M
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.07K- 10.56% |
$22.4K - $25.7K
|
9.07K
$244K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.32% |
$22.4K - $25.7K
|
80.5K
$2.17M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.07K- 3.94% |
$22.5K - $25.8K
|
26.2K
$705K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.08K- 7.19% |
$22.6K - $25.9K
|
14K
$377K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.11K- 96.85% |
$23.2K - $26.5K
|
36
$970
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.13K- 19.14% |
$23.7K - $27.1K
|
4.78K
$129K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.19K- 49.87% |
$24.9K - $28.6K
|
1.2K
$32.3K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 10.59% |
$26.2K - $30K
|
10.6K
$285K
|