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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
929+ 150.08% |
$15.6K - $20.7K
|
1.55K
$42.7K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
856+ 5.06% |
$14.4K - $19K
|
17.8K
$491K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
854New |
$14.4K - $19K
|
854
$23.6K
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
826+ 8.17% |
$13.9K - $18.4K
|
10.9K
$302K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
819+ 68.65% |
$13.8K - $18.2K
|
2.01K
$55.6K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
781New |
$13.1K - $17.4K
|
781
$21.6K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
777+ 18.7% |
$13.1K - $17.3K
|
4.93K
$136K
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
766+ 1.08% |
$12.9K - $17K
|
71.9K
$1.99M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
748+ 8.74% |
$12.6K - $16.6K
|
9.3K
$257K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
741New |
$12.5K - $16.5K
|
741
$20.5K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
684+ 3.17% |
$11.5K - $15.2K
|
22.2K
$614K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
680+ 28.99% |
$11.4K - $15.1K
|
3.03K
$83.5K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
658+ 2.15% |
$11.1K - $14.6K
|
31.3K
$865K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
642+ 3.47% |
$10.8K - $14.3K
|
19.2K
$529K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
635New |
$10.7K - $14.1K
|
635
$17.5K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
623+ 2.41% |
$10.5K - $13.9K
|
26.5K
$732K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
610+ 7.87% |
$10.3K - $13.6K
|
8.36K
$231K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
610New |
$10.3K - $13.6K
|
610
$16.8K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$10.1K - $13.3K
|
600
$16.6K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
600New |
$10.1K - $13.3K
|
600
$16.6K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
600New |
$10.1K - $13.3K
|
600
$16.6K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
599+ 5.44% |
$10.1K - $13.3K
|
11.6K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
588+ 0.81% |
$9.88K - $13.1K
|
73.3K
$2.02M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
538+ 1.51% |
$9.04K - $12K
|
36.1K
$997K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500New |
$8.41K - $11.1K
|
500
$13.8K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$8.41K - $11.1K
|
500
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
500+ 4.62% |
$8.41K - $11.1K
|
11.3K
$313K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
460+ 31.75% |
$7.73K - $10.2K
|
1.91K
$52.7K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
428New |
$7.19K - $9.52K
|
428
$11.8K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
424+ 3.51% |
$7.13K - $9.43K
|
12.5K
$345K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
393+ 510.39% |
$6.61K - $8.74K
|
470
$13K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
380+ 3.22% |
$6.39K - $8.45K
|
12.2K
$336K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
365New |
$6.14K - $8.12K
|
365
$10.1K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
350+ 1.45% |
$5.88K - $7.78K
|
24.4K
$675K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
330New |
$5.55K - $7.34K
|
330
$9.11K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
311+ 2.54% |
$5.23K - $6.92K
|
12.6K
$347K
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
306New |
$5.14K - $6.81K
|
306
$8.45K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$5.04K - $6.67K
|
300
$8.28K
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
271+ 2.66% |
$4.56K - $6.03K
|
10.5K
$289K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
222New |
$3.73K - $4.94K
|
222
$6.13K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
200+ 0.74% |
$3.36K - $4.45K
|
27.1K
$750K
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
200+ 0.74% |
$3.36K - $4.45K
|
27.1K
$750K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
183New |
$3.08K - $4.07K
|
183
$5.05K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
183New |
$3.08K - $4.07K
|
183
$5.05K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
175+ 4.0% |
$2.94K - $3.89K
|
4.55K
$126K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
170+ 0.63% |
$2.86K - $3.78K
|
27.3K
$754K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
160+ 1.0% |
$2.69K - $3.56K
|
16.2K
$446K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
160New |
$2.69K - $3.56K
|
160
$4.42K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
160New |
$2.69K - $3.56K
|
160
$4.42K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
150+ 1.71% |
$2.52K - $3.34K
|
8.93K
$247K
|