Jones Financial Companies
IVT icon

Jones Financial Companies’s InvenTrust Properties IVT Stock Holding History

Jones Financial Companies’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
2026
Q1 		$74.5K Buy
2,447
+1,252
+105% +$37.7K ﹤0.01% 2791
2025
Q4 		$33.7K Buy
1,195
+452
+61% +$12.7K ﹤0.01% 2709
2025
Q3 		$21.5K Buy
743
+43
+6% +$1.22K ﹤0.01% 2764
2025
Q2 		$19.3K Sell
700
-50
-7% -$1.39K ﹤0.01% 2609
2025
Q1 		$21.9K Sell
750
-1,108
-60% -$32.7K ﹤0.01% 2391
2024
Q4 		$56K Buy
1,858
+1,026
+123% +$30.9K ﹤0.01% 1835
2024
Q3 		$23.6K Buy
832
+152
+22% +$4.22K ﹤0.01% 1897
2024
Q2 		$16.8K Hold
680
– – ﹤0.01% 1596
2024
Q1 		$17.5K Buy
+680
New +$17.1K ﹤0.01% 939

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