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IBEX Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-94
Closed -$2.33K – 175
2024
Q2 		$2.33K Buy
+94
New +$2.33K ﹤0.01% 271

Other funds holding IVT

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 $187B AUM 18.48% 1-Year Est. Return
State Street
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

IBEX Wealth Advisors's IVT Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of InvenTrust Properties (IVT) in Q3 2024, closing a stake of 94 shares — an estimated $2.33K sold.

IBEX Wealth Advisors first reported a position in IVT in Q2 2024 and held it in 1 quarter. The position peaked at $2.33K in Q2 2024. 303 funds tracked by Wall St. Rank hold IVT as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining InvenTrust Properties position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 94 InvenTrust Properties shares in Q3 2024, an estimated $2.33K.
  • IBEX Wealth Advisors first reported a position in InvenTrust Properties in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's InvenTrust Properties position peaked at $2.33K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.