Purchases and Sales Made in Q2 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.77K+ 15.37% |
$118K - $138K
|
43.3K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.67K+ 3.54% |
$116K - $136K
|
166K
$4.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5.66K+ 171.32% |
$116K - $135K
|
8.96K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.62K+ 12.13% |
$115K - $135K
|
52K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.57K+ 10.9% |
$114K - $133K
|
56.7K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.32K+ 45.78% |
$109K - $127K
|
17K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.18K+ 14.8% |
$106K - $124K
|
40.2K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5KNew |
$103K - $120K
|
5K
$138K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.99K+ 120.67% |
$102K - $120K
|
9.13K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$102K - $119K
|
4.99K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.81K+ 9.85% |
$98.7K - $115K
|
53.6K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.66K+ 11.99% |
$95.7K - $112K
|
43.5K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.6K+ 4.77% |
$94.4K - $110K
|
101K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.5K+ 32.76% |
$92.4K - $108K
|
18.2K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 6.81% |
$90K - $105K
|
68.7K
$1.89M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.31KNew |
$88.5K - $103K
|
4.31K
$119K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.29KNew |
$88.1K - $103K
|
4.29K
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.07K+ 29.31% |
$83.5K - $97.4K
|
17.9K
$495K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4K+ 1028.28% |
$82.1K - $95.8K
|
4.39K
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4K+ 14.4% |
$82.1K - $95.8K
|
31.8K
$876K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.9K+ 15.75% |
$80.1K - $93.4K
|
28.7K
$791K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.82K+ 13.37% |
$78.5K - $91.5K
|
32.4K
$894K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.67KNew |
$75.4K - $87.9K
|
3.67K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.5K+ 21.93% |
$71.9K - $83.8K
|
19.5K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.46K+ 37.09% |
$70.9K - $82.7K
|
12.8K
$352K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.44K+ 13.18% |
$70.6K - $82.3K
|
29.5K
$814K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.41KNew |
$70.1K - $81.7K
|
3.41K
$94.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.39K+ 36.67% |
$69.5K - $81K
|
12.6K
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.32K+ 4.65% |
$68.2K - $79.6K
|
74.8K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.23K+ 29.13% |
$66.3K - $77.3K
|
14.3K
$395K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.21K+ 28.39% |
$65.8K - $76.8K
|
14.5K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.11K+ 0.97% |
$63.9K - $74.5K
|
323K
$8.9M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.93K+ 31.96% |
$60.1K - $70K
|
12.1K
$333K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.91K+ 18.14% |
$59.8K - $69.8K
|
19K
$523K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9K+ 4.25% |
$59.5K - $69.4K
|
71.1K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.89K+ 9.63% |
$59.3K - $69.1K
|
32.9K
$906K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.86K+ 5.93% |
$58.8K - $68.5K
|
51.1K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$57.6K - $67.1K
|
2.8K
$77.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
2.8K+ 27.65% |
$57.4K - $67K
|
12.9K
$356K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.75K+ 3.53% |
$56.4K - $65.7K
|
80.5K
$2.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.72K+ 23.98% |
$55.8K - $65.1K
|
14.1K
$388K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.64K+ 10.25% |
$54.2K - $63.2K
|
28.4K
$783K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.6K+ 18.58% |
$53.4K - $62.2K
|
16.6K
$457K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2.59K+ 20.98% |
$53.2K - $62.1K
|
15K
$412K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 11.81% |
$52.8K - $61.6K
|
24.4K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.57K+ 239.03% |
$52.8K - $61.6K
|
3.65K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.57KNew |
$52.7K - $61.5K
|
2.57K
$70.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.54K+ 10.13% |
$52.2K - $60.9K
|
27.6K
$762K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.45K+ 7.12% |
$50.3K - $58.7K
|
36.9K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.43K+ 20.06% |
$49.8K - $58.1K
|
14.5K
$401K
|