AO
IVT icon

Advisor OS’s InvenTrust Properties IVT Stock Holding History

Advisor OS’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$799K Buy
+26,220
New +$790K 0.06% 212
2024
Q1 		– Sell
-8,610
Closed -$218K – 399
2023
Q4 		$218K Sell
8,610
-285
-3% -$7.1K 0.03% 310
2023
Q3 		$212K Hold
8,895
– – 0.03% 269
2023
Q2 		$206K Hold
8,895
– – 0.03% 285
2023
Q1 		$208K Hold
8,895
– – 0.05% 229
2022
Q4 		$211K Buy
+8,895
New +$212K 0.06% 204
2022
Q3 		– Sell
-8,895
Closed -$229K – 204
2022
Q2 		$229K Hold
8,895
– – 0.07% 192
2022
Q1 		$274K Sell
8,895
-2,030
-19% -$55.2K 0.08% 182
2021
Q4 		$297K Buy
+10,925
New +$276K 0.06% 209

Other funds holding IVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return