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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
167+ 0.27% |
$4.5K - $5.23K
|
60.9K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
160+ 3.6% |
$4.31K - $5.01K
|
4.6K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
156+ 39.0% |
$4.2K - $4.89K
|
556
$16.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
143+ 0.37% |
$3.85K - $4.48K
|
39.3K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
134New |
$3.61K - $4.2K
|
134
$4.02K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
125+ 0.12% |
$3.37K - $3.92K
|
103K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 0.52% |
$3.02K - $3.51K
|
21.6K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
107New |
$2.88K - $3.35K
|
107
$3.21K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
105+ 1.23% |
$2.83K - $3.29K
|
8.62K
$258K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
102+ 1.2% |
$2.75K - $3.19K
|
8.62K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
101+ 14.39% |
$2.72K - $3.16K
|
803
$24.1K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 1.17% |
$2.69K - $3.13K
|
8.68K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 2.36% |
$2.69K - $3.13K
|
4.34K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100+ 2.46% |
$2.69K - $3.13K
|
4.17K
$125K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
100+ 41.67% |
$2.69K - $3.13K
|
340
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
100+ 0.27% |
$2.69K - $3.13K
|
37.1K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
90+ 0.47% |
$2.42K - $2.82K
|
19.3K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88+ 0.99% |
$2.37K - $2.76K
|
8.96K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
85New |
$2.29K - $2.66K
|
85
$2.55K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.61% |
$2.15K - $2.51K
|
13.2K
$397K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
75+ 0.55% |
$2.02K - $2.35K
|
13.7K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69+ 0.4% |
$1.86K - $2.16K
|
17.4K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
67+ 0.29% |
$1.8K - $2.1K
|
23.4K
$703K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
65+ 1.9% |
$1.75K - $2.04K
|
3.48K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
65+ 0.32% |
$1.75K - $2.04K
|
20.4K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
58New |
$1.56K - $1.82K
|
58
$1.74K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
50+ 0.22% |
$1.35K - $1.57K
|
22.7K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.05% |
$1.35K - $1.57K
|
91.8K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 0.29% |
$1.35K - $1.57K
|
17.5K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
47+ 0.11% |
$1.27K - $1.47K
|
42.7K
$1.28M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$1.08K - $1.25K
|
40
$1.2K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40+ 0.35% |
$1.08K - $1.25K
|
11.4K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 0.46% |
$969 - $1.13K
|
7.88K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20+ 1.13% |
$539 - $626
|
1.79K
$53.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
16+ 1.36% |
$431 - $501
|
1.19K
$35.7K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.09% |
$269 - $313
|
11.4K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1+ 0.0% |
$26.9 - $31.3
|
200K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.32% |
$26.9 - $31.3
|
315
$9.44K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10- 0.04% |
$269 - $313
|
23.4K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10- 50.0% |
$269 - $313
|
10
$300
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10- 0.78% |
$269 - $313
|
1.27K
$38.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-13- 0.02% |
$350 - $407
|
61.8K
$1.85M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-17- 0.41% |
$458 - $532
|
4.15K
$124K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-18- 0.08% |
$485 - $564
|
21.7K
$649K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-29- 0.15% |
$781 - $908
|
19.4K
$582K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 0.33% |
$1.08K - $1.25K
|
12.1K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-40- 1.79% |
$1.08K - $1.25K
|
2.2K
$66K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-42- 0.13% |
$1.13K - $1.32K
|
32.2K
$967K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-46- 9.04% |
$1.24K - $1.44K
|
463
$13.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-48- 0.62% |
$1.29K - $1.5K
|
7.72K
$232K
|