InvenTrust Properties Corp shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of InvenTrust Properties Corp (IVT) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in InvenTrust Properties Corp
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Quarterly reported holdings in InvenTrust Properties Corp by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $591k | 17k | 35.40 |
| 2026-03-31 | $308k | 10k | 30.46 |
| 2024-12-31 | $213k | 7.1k | 30.13 |
| 2024-09-30 | $214k | 7.5k | 28.37 |
| 2024-06-30 | $263k | 11k | 24.76 |
| 2024-03-31 | $274k | 11k | 25.71 |
| 2023-09-30 | $309k | 13k | 23.81 |
| 2023-06-30 | $302k | 13k | 23.14 |
| 2023-03-31 | $287k | 12k | 23.44 |
| 2022-12-31 | $315k | 13k | 23.66 |
| 2022-09-30 | $357k | 17k | 21.31 |
| 2022-06-30 | $474k | 18k | 25.80 |
| 2021-12-31 | $955k | 35k | 27.25 |
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