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
|
Baldwin Brothers LLC
|
BUY
|
- |
133+ 1.83% |
$2.24K - $2.96K
|
7.39K
$204K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 4.91% |
$2K - $2.65K
|
2.55K
$70.3K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
118+ 0.27% |
$1.98K - $2.62K
|
44.3K
$1.22M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
100New |
$1.68K - $2.22K
|
100
$2.76K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$1.68K - $2.22K
|
100
$2.76K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
100+ 100.0% |
$1.68K - $2.22K
|
200
$5.52K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
65New |
$1.09K - $1.45K
|
65
$1.79K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 13.97% |
$840 - $1.11K
|
408
$11.3K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
48+ 0.53% |
$807 - $1.07K
|
9.15K
$253K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
45New |
$756 - $1K
|
45
$1.24K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
30+ 0.04% |
$504 - $667
|
68.8K
$1.9M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
14+ 0.05% |
$235 - $311
|
31.1K
$859K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.1% |
$84.1 - $111
|
4.87K
$134K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 0.06% |
$118 - $156
|
12.3K
$340K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 38.89% |
$235 - $311
|
22
$607
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 1.21% |
$252 - $334
|
1.22K
$33.8K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.18% |
$420 - $556
|
13.8K
$382K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-30- 0.27% |
$504 - $667
|
11.2K
$310K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-50- 0.22% |
$840 - $1.11K
|
22.5K
$620K
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-63- 0.45% |
$1.06K - $1.4K
|
14.1K
$388K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72- 0.36% |
$1.21K - $1.6K
|
20K
$551K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-100- 4.45% |
$1.68K - $2.22K
|
2.15K
$59.3K
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-100- 0.49% |
$1.68K - $2.22K
|
20.5K
$565K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 0.66% |
$1.71K - $2.27K
|
15.3K
$421K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-103- 16.89% |
$1.73K - $2.29K
|
507
$14K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 3.97% |
$1.77K - $2.34K
|
2.54K
$70K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-150- 3.13% |
$2.52K - $3.34K
|
4.65K
$128K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-155- 14.31% |
$2.61K - $3.45K
|
928
$25.6K
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-180- 0.71% |
$3.03K - $4K
|
25.3K
$697K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-210- 1.56% |
$3.53K - $4.67K
|
13.2K
$365K
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-210- 1.75% |
$3.53K - $4.67K
|
11.8K
$326K
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-218- 1.08% |
$3.66K - $4.85K
|
20K
$553K
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-220- 30.34% |
$3.7K - $4.89K
|
505
$13.9K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-235- 16.14% |
$3.95K - $5.23K
|
1.22K
$33.7K
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-250- 0.64% |
$4.2K - $5.56K
|
38.9K
$1.07M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-250- 98.04% |
$4.2K - $5.56K
|
5
$138
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-250- 0.65% |
$4.2K - $5.56K
|
38K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-271- 0.73% |
$4.56K - $6.03K
|
36.8K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-271- 2.09% |
$4.56K - $6.03K
|
12.7K
$351K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 29.27% |
$5.04K - $6.67K
|
725
$20K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-302- 2.54% |
$5.08K - $6.72K
|
11.6K
$320K
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-310- 1.38% |
$5.21K - $6.89K
|
22.2K
$613K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-323- 3.07% |
$5.43K - $7.18K
|
10.2K
$282K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-330- 11.66% |
$5.55K - $7.34K
|
2.5K
$69K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-342- 1.43% |
$5.75K - $7.61K
|
23.6K
$651K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-353- 1.4% |
$5.93K - $7.85K
|
24.8K
$685K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-385- 2.08% |
$6.47K - $8.56K
|
18.1K
$500K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-396- 2.45% |
$6.66K - $8.81K
|
15.7K
$435K
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-434- 1.96% |
$7.3K - $9.65K
|
21.7K
$598K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-437- 15.32% |
$7.35K - $9.72K
|
2.42K
$66.7K
|