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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
132+ 0.73% |
$2.71K - $3.16K
|
18.1K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
123New |
$2.53K - $2.94K
|
123
$3.39K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
110+ 0.54% |
$2.26K - $2.63K
|
20.6K
$568K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110+ 42.31% |
$2.26K - $2.63K
|
370
$10.2K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
100+ 100.0% |
$2.05K - $2.39K
|
200
$5.51K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$2.05K - $2.39K
|
200
$5.51K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
94+ 1.64% |
$1.93K - $2.25K
|
5.84K
$161K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
75+ 2.96% |
$1.54K - $1.8K
|
2.61K
$72K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 0.23% |
$1.44K - $1.68K
|
30.5K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60+ 0.71% |
$1.23K - $1.44K
|
8.45K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
57+ 3.2% |
$1.17K - $1.36K
|
1.84K
$50.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 7.14% |
$1.03K - $1.2K
|
750
$20.7K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
50New |
$1.03K - $1.2K
|
50
$1.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44New |
$903 - $1.05K
|
44
$1.21K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 3.49% |
$513 - $599
|
741
$20.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 3.49% |
$513 - $599
|
741
$20.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 1.88% |
$205 - $239
|
543
$15K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 4.55% |
$20.5 - $23.9
|
21
$579
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10- 0.1% |
$205 - $239
|
9.9K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-20- 0.19% |
$411 - $479
|
10.7K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21- 0.1% |
$431 - $503
|
20.6K
$569K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-37- 0.18% |
$760 - $886
|
20.4K
$564K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-50- 0.42% |
$1.03K - $1.2K
|
11.9K
$329K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-65- 3.38% |
$1.33K - $1.56K
|
1.86K
$51.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 9.68% |
$1.54K - $1.8K
|
700
$19.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-77- 0.47% |
$1.58K - $1.84K
|
16.2K
$447K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-78- 0.51% |
$1.6K - $1.87K
|
15.3K
$422K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-87- 17.16% |
$1.79K - $2.08K
|
420
$11.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-94- 0.66% |
$1.93K - $2.25K
|
14.2K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-100- 0.62% |
$2.05K - $2.39K
|
16K
$441K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-107- 0.87% |
$2.2K - $2.56K
|
12.2K
$336K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-107- 1.29% |
$2.2K - $2.56K
|
8.21K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-110- 17.74% |
$2.26K - $2.63K
|
510
$14.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-111- 2.66% |
$2.28K - $2.66K
|
4.07K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-114- 1.04% |
$2.34K - $2.73K
|
10.9K
$300K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-123- 9.27% |
$2.53K - $2.94K
|
1.2K
$33.2K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-133- 5.05% |
$2.73K - $3.18K
|
2.5K
$68.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-141- 1.94% |
$2.89K - $3.38K
|
7.12K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-141- 0.73% |
$2.89K - $3.38K
|
19.3K
$532K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-145- 0.38% |
$2.98K - $3.47K
|
38K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 1.07% |
$3.08K - $3.59K
|
13.9K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-150- 0.82% |
$3.08K - $3.59K
|
18.1K
$499K
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-150- 0.34% |
$3.08K - $3.59K
|
44.4K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-152- 0.07% |
$3.12K - $3.64K
|
215K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154- 0.14% |
$3.16K - $3.69K
|
111K
$3.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-175- 0.9% |
$3.59K - $4.19K
|
19.3K
$533K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-179- 1.71% |
$3.67K - $4.29K
|
10.3K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-183- 0.31% |
$3.76K - $4.38K
|
58.9K
$1.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-183- 28.33% |
$3.76K - $4.38K
|
463
$12.8K
|