Heritage Wealth Advisors I Shares Silver Trust Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in I Shares Silver Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,032 shares of SLV stock, worth $111,323. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,032

Previous 3,382 19.22%

Holding current value

$111,323

Previous $89,000 28.09%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$24.33 - $29.38 $15,814 - $19,097	650 Added 19.22%	4,032 $114,000
Q2 2023 Dec 12, 2024	SELL	$20.53 - $23.94 $13,344 - $15,561	-650 Reduced 16.12%	3,382 $70,000
Q3 2022 Dec 12, 2024	SELL	$16.38 - $19.17 $10,647 - $12,460	-650 Reduced 16.12%	3,382 $59,000
Q3 2020 Nov 03, 2020	BUY	$16.71 - $27.0 $6,383 - $10,314	382 Added 12.73%	3,382 $73,000
Q2 2020 Jul 17, 2020	SELL	$13.02 - $17.1 $9.06 Million - $11.9 Million	-695,978 Reduced 99.57%	3,000 $51,000
Q2 2020 Jul 17, 2020	BUY	$13.02 - $17.1 $9.06 Million - $11.9 Million	695,978 Added 23199.27%	698,978 $51,000
Q3 2018 Nov 14, 2018	BUY	$13.23 - $15.17 $39,690 - $45,510	3,000 New	3,000 $41,000

Others Institutions Holding SLV

# of Institutions

1,071

Shares Held

139M

Call Options Held

172M

Put Options Held

61.6M

View Full List

About iShares Silver Trust

Ticker SLV
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 524,350,000
Market Cap $14.5B

More about SLV

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Heritage Wealth Advisors I Shares Silver Trust Transaction History