Purchases and Sales Made in Q1 2025 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q1 2025. The information is specifically focused on institutions that hold shares of iShares Silver Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
229+ 0.51% |
$6.17K - $7.17K
|
45.4K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
209+ 1.01% |
$5.63K - $6.55K
|
20.8K
$994K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
201+ 0.41% |
$5.41K - $6.3K
|
49.1K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
200+ 1.16% |
$5.39K - $6.26K
|
17.4K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
190+ 1.83% |
$5.12K - $5.95K
|
10.6K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
186+ 1.76% |
$5.01K - $5.83K
|
10.8K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
180New |
$4.85K - $5.64K
|
180
$8.59K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
180+ 2.99% |
$4.85K - $5.64K
|
6.19K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
180+ 2.16% |
$4.85K - $5.64K
|
8.53K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
176+ 0.63% |
$4.74K - $5.51K
|
28.2K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 0.59% |
$4.71K - $5.48K
|
29.6K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
167+ 0.27% |
$4.5K - $5.23K
|
60.9K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
160+ 3.6% |
$4.31K - $5.01K
|
4.6K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
156+ 39.0% |
$4.2K - $4.89K
|
556
$26.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
143+ 0.37% |
$3.85K - $4.48K
|
39.3K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
134New |
$3.61K - $4.2K
|
134
$6.39K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
125+ 0.12% |
$3.37K - $3.92K
|
103K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 0.52% |
$3.02K - $3.51K
|
21.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
107New |
$2.88K - $3.35K
|
107
$5.11K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
105+ 1.23% |
$2.83K - $3.29K
|
8.62K
$411K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
102+ 1.2% |
$2.75K - $3.19K
|
8.62K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
101+ 14.39% |
$2.72K - $3.16K
|
803
$38.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
100+ 41.67% |
$2.69K - $3.13K
|
340
$16.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 2.36% |
$2.69K - $3.13K
|
4.34K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 1.17% |
$2.69K - $3.13K
|
8.68K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100+ 2.46% |
$2.69K - $3.13K
|
4.17K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
100+ 0.27% |
$2.69K - $3.13K
|
37.1K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
90+ 0.47% |
$2.42K - $2.82K
|
19.3K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88+ 0.99% |
$2.37K - $2.76K
|
8.96K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
85New |
$2.29K - $2.66K
|
85
$4.06K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.61% |
$2.15K - $2.51K
|
13.2K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
75+ 0.55% |
$2.02K - $2.35K
|
13.7K
$651K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69+ 0.4% |
$1.86K - $2.16K
|
17.4K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
67+ 0.29% |
$1.8K - $2.1K
|
23.4K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
65+ 1.9% |
$1.75K - $2.04K
|
3.48K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
65+ 0.32% |
$1.75K - $2.04K
|
20.4K
$973K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
58New |
$1.56K - $1.82K
|
58
$2.77K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 0.29% |
$1.35K - $1.57K
|
17.5K
$835K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.05% |
$1.35K - $1.57K
|
91.8K
$4.38M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
50+ 0.22% |
$1.35K - $1.57K
|
22.7K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
47+ 0.11% |
$1.27K - $1.47K
|
42.7K
$2.04M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$1.08K - $1.25K
|
40
$1.91K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40+ 0.35% |
$1.08K - $1.25K
|
11.4K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 0.46% |
$969 - $1.13K
|
7.88K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20+ 1.13% |
$539 - $626
|
1.79K
$85.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
16+ 1.36% |
$431 - $501
|
1.19K
$56.9K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.09% |
$269 - $313
|
11.4K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1+ 0.0% |
$26.9 - $31.3
|
200K
$9.54M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.32% |
$26.9 - $31.3
|
315
$15K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10- 0.04% |
$269 - $313
|
23.4K
$1.12M
|