HBC Financial Services’s InvenTrust Properties IVT Stock Holding History

HBC Financial Services’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
2024 Q1	–	Sell	-146	Closed	-$3K	–	176
2023 Q4	$3K	Hold	146	–	–	﹤0.01%	132
2023 Q3	$3K	Hold	146	–	–	﹤0.01%	143
2023 Q2	$3K	Hold	146	–	–	﹤0.01%	137
2023 Q1	$3K	Hold	146	–	–	﹤0.01%	150
2022 Q4	$3K	Hold	146	–	–	﹤0.01%	134
2022 Q3	$3K	Hold	146	–	–	﹤0.01%	138
2022 Q2	$3K	Hold	146	–	–	﹤0.01%	144
2022 Q1	$4K	Hold	146	–	–	﹤0.01%	136
2021 Q4	$3K	Buy	+146	New	+$3.69K	﹤0.01%	144

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return