Purchases and Sales Made in Q4 2024 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q4 2024. 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 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.24M+ 85.05% |
$32.7M - $39.5M
|
2.7M
$74.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104K+ 1208.2% |
$2.75M - $3.31M
|
113K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
101KNew |
$2.66M - $3.21M
|
101K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
94.4K+ 8580.73% |
$2.49M - $3M
|
95.5K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
94.3K+ 22.9% |
$2.48M - $2.99M
|
506K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
93.5KNew |
$2.46M - $2.97M
|
93.5K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$2.28M - $2.75M
|
86.6K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
82K+ 44.47% |
$2.16M - $2.6M
|
266K
$7.32M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72.7K+ 279.01% |
$1.92M - $2.31M
|
98.8K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65.6K+ 75.15% |
$1.73M - $2.08M
|
153K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
45.4KNew |
$1.19M - $1.44M
|
45.4K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
34.9KNew |
$920K - $1.11M
|
34.9K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.1K+ 51.8% |
$871K - $1.05M
|
96.9K
$2.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32K+ 46.68% |
$842K - $1.01M
|
100K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$653K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
23.3K+ 60.9% |
$613K - $738K
|
61.5K
$1.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
22.6KNew |
$595K - $718K
|
22.6K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
21.4K+ 17.19% |
$562K - $678K
|
146K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
21.1KNew |
$555K - $669K
|
21.1K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20.6KNew |
$543K - $655K
|
20.6K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17K+ 25.26% |
$448K - $540K
|
84.3K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.5K+ 29.35% |
$435K - $524K
|
72.7K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.9K+ 18.18% |
$419K - $505K
|
103K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
15.5K+ 19.19% |
$409K - $493K
|
96.5K
$2.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 47.39% |
$320K - $386K
|
37.8K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12K+ 31.63% |
$316K - $381K
|
49.9K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.6KNew |
$307K - $370K
|
11.6K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4K+ 94.16% |
$299K - $361K
|
23.4K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.1KNew |
$292K - $352K
|
11.1K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11K+ 13.31% |
$289K - $348K
|
93.4K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
10.8KNew |
$284K - $342K
|
10.8K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.1K+ 92.34% |
$265K - $319K
|
21K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$250K - $302K
|
9.5K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8.94KNew |
$235K - $284K
|
8.94K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.69K+ 42.47% |
$229K - $276K
|
29.2K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.55KNew |
$225K - $271K
|
8.55K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.17K+ 10.53% |
$189K - $227K
|
75.2K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.79KNew |
$179K - $215K
|
6.79K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 16.32% |
$160K - $193K
|
43.2K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
5.99KNew |
$158K - $190K
|
5.99K
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.59K+ 36.7% |
$147K - $178K
|
20.8K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.39K+ 11.93% |
$142K - $171K
|
50.6K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.25KNew |
$138K - $166K
|
5.25K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.1K+ 8.59% |
$134K - $162K
|
64.5K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
5.07K+ 51.12% |
$134K - $161K
|
15K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Rule One Partners, LLC
Moreland, GA |
BUY
|
- |
5KNew |
$132K - $159K
|
5K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.86K+ 24.37% |
$128K - $154K
|
24.8K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.66K+ 5177.78% |
$123K - $148K
|
4.75K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.63K+ 5.39% |
$122K - $147K
|
90.5K
$2.49M
|