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Householder Group Estate & Retirement Specialist’s InvenTrust Properties IVT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-1,030
Closed -$29K – 874
2024
Q3 		$29K Hold
1,030
– – 0.01% 599
2024
Q2 		$25K Hold
1,030
– – 0.01% 629
2024
Q1 		$26.5K Hold
1,030
– – 0.01% 607
2023
Q4 		$26K Hold
1,030
– – 0.01% 581
2023
Q3 		$24.5K Buy
+1,030
New +$24.8K 0.01% 593
2023
Q1 		$15K Hold
647
– – 0.01% 701
2022
Q4 		$15K Hold
647
– – 0.02% 191
2022
Q3 		$13K Buy
+647
New +$17.2K 0.01% 668

Other funds holding IVT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IVT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of InvenTrust Properties (IVT) in Q4 2024, closing a stake of 1,030 shares — an estimated $29K sold.

Householder Group Estate & Retirement Specialist first reported a position in IVT in Q3 2022 and held it in 8 quarters. The position peaked at $29K in Q3 2024. 307 funds tracked by Wall St. Rank hold IVT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining InvenTrust Properties position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,030 InvenTrust Properties shares in Q4 2024, an estimated $29K.
  • Householder Group Estate & Retirement Specialist first reported a position in InvenTrust Properties in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's InvenTrust Properties position peaked at $29K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.