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 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
349+ 3.63% |
$9.19K - $11.1K
|
9.97K
$333K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
334New |
$8.79K - $10.6K
|
334
$11.2K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
331+ 3.53% |
$8.72K - $10.5K
|
9.71K
$324K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
314New |
$8.27K - $9.97K
|
314
$10.5K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
303+ 8.75% |
$7.98K - $9.62K
|
3.77K
$126K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
300New |
$7.9K - $9.52K
|
300
$10K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
290+ 13.03% |
$7.64K - $9.2K
|
2.52K
$84K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
252+ 3.22% |
$6.64K - $8K
|
8.08K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
250New |
$6.58K - $7.94K
|
250
$8.35K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
248+ 0.28% |
$6.53K - $7.87K
|
89.4K
$2.98M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
246+ 0.33% |
$6.48K - $7.81K
|
73.9K
$2.47M
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
237+ 0.23% |
$6.24K - $7.52K
|
103K
$3.44M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
228+ 1.35% |
$6K - $7.24K
|
17.1K
$569K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
227+ 1.38% |
$5.98K - $7.2K
|
16.7K
$558K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
200New |
$5.27K - $6.35K
|
200
$6.68K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
190New |
$5K - $6.03K
|
190
$6.34K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175+ 1.9% |
$4.61K - $5.55K
|
9.37K
$313K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170+ 0.31% |
$4.48K - $5.4K
|
54.2K
$1.81M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
160+ 11.85% |
$4.21K - $5.08K
|
1.51K
$50.4K
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
156+ 1.87% |
$4.11K - $4.95K
|
8.5K
$284K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
156+ 0.19% |
$4.11K - $4.95K
|
84K
$2.81M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
155New |
$4.08K - $4.92K
|
155
$5.18K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
154+ 0.28% |
$4.05K - $4.89K
|
54.9K
$1.83M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
153+ 0.25% |
$4.03K - $4.86K
|
60.4K
$2.02M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
150+ 3.5% |
$3.95K - $4.76K
|
4.44K
$148K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
150+ 54.55% |
$3.95K - $4.76K
|
425
$14.2K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
130New |
$3.42K - $4.13K
|
130
$4.34K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
120+ 0.32% |
$3.16K - $3.81K
|
37.7K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
112New |
$2.95K - $3.55K
|
112
$3.74K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
111+ 0.56% |
$2.92K - $3.52K
|
19.9K
$664K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
105+ 0.39% |
$2.76K - $3.33K
|
27.2K
$907K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
101+ 0.39% |
$2.66K - $3.21K
|
25.9K
$866K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
101+ 0.85% |
$2.66K - $3.21K
|
12K
$402K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
100+ 0.34% |
$2.63K - $3.17K
|
29.2K
$974K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
99New |
$2.61K - $3.14K
|
99
$3.31K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
93+ 0.41% |
$2.45K - $2.95K
|
22.6K
$756K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
83New |
$2.19K - $2.63K
|
83
$2.77K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
61+ 0.41% |
$1.61K - $1.94K
|
14.9K
$496K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
59+ 0.56% |
$1.55K - $1.87K
|
10.7K
$357K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
59New |
$1.55K - $1.87K
|
59
$1.97K
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39+ 0.21% |
$1.03K - $1.24K
|
18.9K
$631K
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
38New |
$1K - $1.21K
|
38
$1.27K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
35New |
$922 - $1.11K
|
35
$1.17K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
30+ 0.13% |
$790 - $952
|
22.3K
$745K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
25+ 0.25% |
$658 - $794
|
9.97K
$333K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
23New |
$606 - $730
|
23
$768
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
23+ 0.26% |
$606 - $730
|
8.75K
$292K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
22+ 0.19% |
$579 - $698
|
11.3K
$378K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20+ 1.3% |
$527 - $635
|
1.56K
$51.9K
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20+ 0.02% |
$527 - $635
|
127K
$4.23M
|