Purchases and Sales Made in Q4 2022 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.14KNew |
$52.8K - $69.9K
|
3.14K
$86.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.13K+ 6.36% |
$52.6K - $69.6K
|
52.4K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.1KNew |
$52K - $68.9K
|
3.1K
$85.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.86K+ 4.52% |
$48K - $63.6K
|
66K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.72K+ 3.9% |
$45.7K - $60.5K
|
72.4K
$2M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.64KNew |
$44.4K - $58.8K
|
2.64K
$72.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.6K+ 3.62% |
$43.7K - $57.8K
|
74.4K
$2.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.44KNew |
$40.9K - $54.2K
|
2.44K
$67.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$40.3K - $53.4K
|
2.4K
$66.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 3.38% |
$38.3K - $50.7K
|
69.7K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.26KNew |
$38K - $50.3K
|
2.26K
$62.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
2.25K+ 18.43% |
$37.7K - $49.9K
|
14.4K
$398K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.21K+ 2.23% |
$37.2K - $49.2K
|
102K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.18K+ 3.31% |
$36.6K - $48.5K
|
68K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 10.85% |
$35.1K - $46.5K
|
21.3K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2.07K+ 25.1% |
$34.8K - $46K
|
10.3K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.05K+ 6.67% |
$34.4K - $45.5K
|
32.7K
$902K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.99KNew |
$33.4K - $44.1K
|
1.99K
$54.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.94K+ 3.12% |
$32.5K - $43.1K
|
63.9K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 4.26% |
$31.6K - $41.8K
|
46K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1.83KNew |
$30.7K - $40.7K
|
1.83K
$50.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.76K+ 0.79% |
$29.5K - $39.1K
|
224K
$6.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.67KNew |
$28.1K - $37.1K
|
1.67K
$46K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$26.6K - $35.2K
|
1.58K
$43.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.55K+ 131.35% |
$26K - $34.4K
|
2.72K
$75.1K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.54K+ 29.95% |
$25.8K - $34.1K
|
6.66K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5KNew |
$25.2K - $33.4K
|
1.5K
$41.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.5K+ 9.83% |
$25.2K - $33.4K
|
16.8K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.45K+ 3.25% |
$24.4K - $32.2K
|
46K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44K+ 11.18% |
$24.2K - $32K
|
14.3K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.42KNew |
$23.8K - $31.5K
|
1.42K
$39.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 7.88% |
$23.6K - $31.2K
|
19.2K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.36KNew |
$22.8K - $30.2K
|
1.36K
$37.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 1.01% |
$22.3K - $29.5K
|
132K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.31KNew |
$22K - $29.2K
|
1.31K
$36.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.28KNew |
$21.6K - $28.6K
|
1.28K
$35.4K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.27K+ 14.33% |
$21.3K - $28.2K
|
10.1K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$19.9K - $26.3K
|
1.18K
$32.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.11KNew |
$18.6K - $24.6K
|
1.11K
$30.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 7.92% |
$18.5K - $24.4K
|
15K
$413K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.08K+ 2.2% |
$18.1K - $23.9K
|
49.9K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.08K+ 88.84% |
$18.1K - $23.9K
|
2.29K
$63K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.03K+ 20.67% |
$17.2K - $22.8K
|
5.99K
$165K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01KNew |
$16.9K - $22.4K
|
1.01K
$27.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.01KNew |
$16.9K - $22.4K
|
1.01K
$27.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$16.8K - $22.2K
|
1K
$27.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1KNew |
$16.8K - $22.2K
|
1K
$27.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 3.56% |
$16.8K - $22.2K
|
29.1K
$803K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
950New |
$16K - $21.1K
|
950
$26.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
929+ 150.08% |
$15.6K - $20.7K
|
1.55K
$42.7K
|