IPW
IVT icon

Impact Partnership Wealth’s InvenTrust Properties IVT Stock Holding History

Impact Partnership Wealth’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
-188
Closed -$4.76K – 787
2023
Q4 		$4.76K Buy
+188
New +$4.69K ﹤0.01% 584

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $240B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Partnership Wealth's IVT Position: Q1 2024 in Review

Impact Partnership Wealth sold out of InvenTrust Properties (IVT) in Q1 2024, closing a stake of 188 shares — an estimated $4.76K sold.

Impact Partnership Wealth first reported a position in IVT in Q4 2023 and held it in 1 quarter. The position peaked at $4.76K in Q4 2023. 290 funds tracked by Wall St. Rank hold IVT as of Q1 2024.

  • Impact Partnership Wealth reported no remaining InvenTrust Properties position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 188 InvenTrust Properties shares in Q1 2024, an estimated $4.76K.
  • Impact Partnership Wealth first reported a position in InvenTrust Properties in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's InvenTrust Properties position peaked at $4.76K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.