LPL Financial’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	$5.23M	Sell	171,767 -945	-0.5%	-$28.5K	﹤0.01%	2580
2025 Q4	$4.87M	Buy	172,712 +11,474	+7%	+$323K	﹤0.01%	2554
2025 Q3	$4.61M	Buy	161,238 +11,060	+7%	+$313K	﹤0.01%	2542
2025 Q2	$4.11M	Sell	150,178 -6,805	-4%	-$189K	﹤0.01%	2475
2025 Q1	$4.61M	Sell	156,983 -976	-0.6%	-$28.8K	﹤0.01%	2218
2024 Q4	$4.76M	Buy	157,959 +9,360	+6%	+$282K	﹤0.01%	2122
2024 Q3	$4.22M	Sell	148,599 -21,477	-13%	-$596K	﹤0.01%	2132
2024 Q2	$4.21M	Buy	170,076 +5,416	+3%	+$134K	﹤0.01%	1998
2024 Q1	$4.23M	Buy	164,660 +27,425	+20%	+$691K	﹤0.01%	1917
2023 Q4	$3.48M	Buy	137,235 +5,728	+4%	+$143K	﹤0.01%	1947
2023 Q3	$3.13M	Buy	131,507 +2,724	+2%	+$65.5K	﹤0.01%	1925
2023 Q2	$2.98M	Buy	128,783 +544	+0.4%	+$12.3K	﹤0.01%	1927
2023 Q1	$3M	Sell	128,239 -10,524	-8%	-$248K	﹤0.01%	1839
2022 Q4	$3.28M	Sell	138,763 -7,522	-5%	-$180K	﹤0.01%	1709
2022 Q3	$3.12M	Sell	146,285 -3,429	-2%	-$91.1K	﹤0.01%	1686
2022 Q2	$3.86M	Buy	+149,714	New	+$4.38M	﹤0.01%	1571