InvenTrust Properties Corp. - Common Stock (IVT)

CUSIP: 46124J201

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / Common Stock
Shares outstanding
77,791,590
Total 13F shares
107,586
Share change
-56,403
Total reported value
$3,009,523
Price per share
$28.57
Number of holders
10
Value change
+$57,229
Number of buys
8
Number of sells
3

Sponsored

Quarterly Holders Quick Answers

What is CUSIP 46124J201?
CUSIP 46124J201 identifies IVT - InvenTrust Properties Corp. - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of IVT - InvenTrust Properties Corp. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Ashton Thomas Private Wealth, LLC
13F
Company
0.11%
83,887
$242,433 30 Jun 2021
13F
Plotkin Financial Advisors, LLC
13F
Company
0.09%
68,704
$198,555 30 Jun 2021
13F
Global Financial Private Client, LLC
13F
Company
0.01%
11,398
$32,940 30 Jun 2021
13F

Institutional Holders of InvenTrust Properties Corp. - Common Stock (IVT) as of Q3 2021

As of 30 Sep 2021, InvenTrust Properties Corp. - Common Stock (IVT) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 107,586 shares. The largest 10 holders included Focus Financial Network, Inc., Kalos Management, Inc., Ashton Thomas Private Wealth, LLC, IFP Advisors, Inc, Global Financial Private Client, LLC, BARTLETT & CO. WEALTH MANAGEMENT LLC, Bartlett & Co. LLC, HBC Financial Services, PLLC, Ancora Advisors, LLC, and TUCKER ASSET MANAGEMENT LLC. This page lists 10 institutional shareholders reporting positions in this security for the Q3 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
3
Q3 2021 holders
10
Holder diff
7
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 Value $ Q3 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.