Purchases and Sales Made in Q3 2022 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
422+ 0.76% |
$6.91K - $8.09K
|
56K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
419+ 0.34% |
$6.86K - $8.03K
|
123K
$3.4M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
380+ 3.05% |
$6.22K - $7.28K
|
12.9K
$355K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 9.87% |
$6.14K - $7.19K
|
4.18K
$115K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
330+ 28.7% |
$5.41K - $6.33K
|
1.48K
$40.9K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
330+ 13.2% |
$5.41K - $6.33K
|
2.83K
$78.1K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313+ 2.73% |
$5.13K - $6K
|
11.8K
$325K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$4.91K - $5.75K
|
300
$8.28K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
283+ 2.46% |
$4.64K - $5.43K
|
11.8K
$325K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
270+ 58.7% |
$4.42K - $5.18K
|
730
$20.2K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
269New |
$4.41K - $5.16K
|
269
$7.43K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263+ 0.85% |
$4.31K - $5.04K
|
31.3K
$865K
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
251+ 6.15% |
$4.11K - $4.81K
|
4.33K
$120K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
235+ 19.25% |
$3.85K - $4.5K
|
1.46K
$40.2K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
219+ 2.2% |
$3.59K - $4.2K
|
10.2K
$281K
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
216+ 1.79% |
$3.54K - $4.14K
|
12.3K
$339K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
202New |
$3.31K - $3.87K
|
202
$5.58K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
200+ 2.04% |
$3.28K - $3.83K
|
10K
$276K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 8.98% |
$3.28K - $3.83K
|
2.43K
$67K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200+ 126.58% |
$3.28K - $3.83K
|
358
$9.88K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
150+ 14.38% |
$2.46K - $2.88K
|
1.19K
$32.9K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
147New |
$2.41K - $2.82K
|
147
$4.06K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 1.15% |
$1.64K - $1.92K
|
8.78K
$242K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$1.64K - $1.92K
|
100
$2.76K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98+ 0.55% |
$1.61K - $1.88K
|
17.8K
$492K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
93+ 0.6% |
$1.52K - $1.78K
|
15.7K
$433K
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
87+ 0.64% |
$1.43K - $1.67K
|
13.6K
$376K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
80New |
$1.31K - $1.53K
|
80
$2.21K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
75+ 0.5% |
$1.23K - $1.44K
|
15.1K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
75New |
$1.23K - $1.44K
|
75
$2.07K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
67+ 0.25% |
$1.1K - $1.28K
|
27.1K
$749K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
63+ 0.24% |
$1.03K - $1.21K
|
25.8K
$712K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.4% |
$901 - $1.05K
|
13.8K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.52% |
$901 - $1.05K
|
10.6K
$292K
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
55+ 0.54% |
$901 - $1.05K
|
10.2K
$282K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 4.35% |
$819 - $959
|
1.2K
$33.1K
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
40+ 10.0% |
$655 - $767
|
440
$12.1K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$426 - $498
|
28.6K
$789K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
24+ 0.24% |
$393 - $460
|
10.1K
$280K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.04% |
$115 - $134
|
18.5K
$511K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8- 0.04% |
$131 - $153
|
22.5K
$621K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 0.07% |
$164 - $192
|
15.2K
$420K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.2% |
$164 - $192
|
4.88K
$135K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13- 0.05% |
$213 - $249
|
28K
$774K
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.15% |
$328 - $383
|
13.7K
$378K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-25- 0.19% |
$410 - $479
|
13.4K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-26- 0.2% |
$426 - $498
|
12.9K
$355K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-27- 4.24% |
$442 - $518
|
610
$16.8K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 8.09% |
$721 - $843
|
500
$13.8K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-50- 4.41% |
$819 - $959
|
1.08K
$29.9K
|