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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$286K - $345K
|
10.9K
$321K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8K+ 34.03% |
$285K - $344K
|
42.7K
$1.26M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
10.8KNew |
$284K - $342K
|
10.8K
$319K
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
10.8K+ 39.54% |
$284K - $342K
|
38K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.7K+ 58.46% |
$283K - $341K
|
29.1K
$860K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.6K+ 76.41% |
$278K - $335K
|
24.4K
$721K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.5K+ 21.88% |
$276K - $333K
|
58.5K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 3.12% |
$268K - $323K
|
336K
$9.94M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 0.99% |
$265K - $320K
|
1.03M
$30.4M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.1K+ 92.34% |
$265K - $319K
|
21K
$619K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.93KNew |
$261K - $315K
|
9.93K
$293K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.81KNew |
$258K - $311K
|
9.81K
$290K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$253K - $305K
|
9.62K
$284K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.61K+ 60.63% |
$253K - $305K
|
25.5K
$752K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.5KNew |
$250K - $302K
|
9.5K
$281K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$250K - $302K
|
9.5K
$281K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.5K+ 30.11% |
$250K - $302K
|
41.1K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.05KNew |
$238K - $287K
|
9.05K
$267K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8.94KNew |
$235K - $284K
|
8.94K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.87KNew |
$234K - $282K
|
8.87K
$262K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.69K+ 42.47% |
$229K - $276K
|
29.2K
$861K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.68KNew |
$228K - $275K
|
8.68K
$256K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 0.57% |
$226K - $272K
|
1.51M
$44.7M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.55KNew |
$225K - $271K
|
8.55K
$253K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.39KNew |
$221K - $266K
|
8.39K
$248K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.39K+ 5.03% |
$221K - $266K
|
175K
$5.18M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.35KNew |
$220K - $265K
|
8.35K
$247K
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
8.32KNew |
$219K - $264K
|
8.32K
$246K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.95KNew |
$209K - $252K
|
7.95K
$235K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.95K+ 74.35% |
$209K - $252K
|
18.6K
$551K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.82KNew |
$206K - $248K
|
7.82K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.79KNew |
$205K - $247K
|
7.79K
$230K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.77KNew |
$205K - $247K
|
7.77K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
7.62KNew |
$201K - $242K
|
7.62K
$225K
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
7.6K+ 102.7% |
$200K - $241K
|
15K
$443K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.32K+ 9.05% |
$193K - $232K
|
88.2K
$2.61M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.17K+ 10.53% |
$189K - $227K
|
75.2K
$2.22M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.16K+ 25.32% |
$188K - $227K
|
35.4K
$1.05M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.79KNew |
$179K - $216K
|
6.79K
$201K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.79KNew |
$179K - $215K
|
6.79K
$201K
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
6.49K+ 2.55% |
$171K - $206K
|
261K
$7.7M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.35K+ 3.95% |
$167K - $202K
|
167K
$4.93M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.29K+ 23.7% |
$166K - $200K
|
32.8K
$970K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 16.32% |
$160K - $193K
|
43.2K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.05K+ 64.46% |
$159K - $192K
|
15.4K
$456K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
5.99KNew |
$158K - $190K
|
5.99K
$177K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.79K+ 55.82% |
$152K - $184K
|
16.2K
$478K
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
5.79KNew |
$152K - $184K
|
5.79K
$171K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.77K+ 38.54% |
$152K - $183K
|
20.8K
$613K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.76K+ 16.3% |
$152K - $183K
|
41.1K
$1.21M
|