Independent Financial Group’s InvenTrust Properties IVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$608K Sell
2025
Q4
$571K Sell
2025
Q3
$585K Buy
2025
Q2
$505K Buy
2025
Q1
$452K Hold
2024
Q4
$463K Sell
2024
Q3
$462K Sell
2024
Q2
$415K Sell
2024
Q1
$451K Sell
2023
Q4
$575K Buy
2023
Q3
$529K Buy
2023
Q2
$485K Buy
2023
Q1
$490K Sell
2022
Q4
$507K Buy
2022
Q3
$421K Buy
2022
Q2
$413K Buy
2022
Q1
$465K Buy
2021
Q4
$242K Buy