Latest Institutional Transactions on I Shares Silver Trust (SLV)
This table provides information on the latest institutional transactions involving I Shares Silver Trust (SLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
21.1KNew |
$555K - $669K
|
21.1K
$596K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
862+ 1.48% |
$22.7K - $27.4K
|
58.9K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 4.89% |
$44.1K - $53.1K
|
32.5K
$921K
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.1KNew |
$292K - $352K
|
11.1K
$314K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.6K- 99.91% |
$200K - $241K
|
7
$198
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 16.32% |
$160K - $193K
|
43.2K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.21K+ 11.65% |
$31.8K - $38.3K
|
11.6K
$328K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
94.3K+ 22.9% |
$2.48M - $2.99M
|
506K
$14.3M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 12.55% |
$27.7K - $33.4K
|
9.42K
$267K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
331+ 3.53% |
$8.72K - $10.5K
|
9.71K
$275K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.13K- 9.78% |
$29.8K - $35.9K
|
10.4K
$295K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
430+ 3.68% |
$11.3K - $13.6K
|
12.1K
$343K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
10.8KNew |
$284K - $342K
|
10.8K
$305K
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-87.6K- 10.66% |
$2.31M - $2.78M
|
735K
$20.8M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-333- 23.09% |
$8.77K - $10.6K
|
1.11K
$31.4K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-569- 0.7% |
$15K - $18.1K
|
80.8K
$2.29M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-208- 2.15% |
$5.48K - $6.6K
|
9.46K
$268K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-580- 8.96% |
$15.3K - $18.4K
|
5.9K
$167K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-14.6K- 61.22% |
$383K - $462K
|
9.22K
$261K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32K+ 46.68% |
$842K - $1.01M
|
100K
$2.84M
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-800- 9.19% |
$21.1K - $25.4K
|
7.91K
$224K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
916+ 68.41% |
$24.1K - $29.1K
|
2.26K
$63.8K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-468- 4.71% |
$12.3K - $14.9K
|
9.46K
$268K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.89K+ 10.08% |
$76K - $91.7K
|
31.5K
$893K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-478- 0.76% |
$12.6K - $15.2K
|
62.4K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 21.99% |
$105K - $127K
|
22.1K
$626K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11K+ 13.31% |
$289K - $348K
|
93.4K
$2.64M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-166- 25.66% |
$4.37K - $5.27K
|
481
$13.6K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.39K+ 11.93% |
$142K - $171K
|
50.6K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
94.4K+ 8580.73% |
$2.49M - $3M
|
95.5K
$2.7M
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.25K- 24.84% |
$85.7K - $103K
|
9.85K
$279K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-150- 0.47% |
$3.95K - $4.76K
|
31.9K
$903K
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-1.48K- 5.31% |
$38.9K - $46.9K
|
26.3K
$745K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.4K- 26.13% |
$326K - $393K
|
35K
$990K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-226- 2.83% |
$5.95K - $7.17K
|
7.77K
$220K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
480+ 2.29% |
$12.6K - $15.2K
|
21.5K
$608K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.57K+ 20.95% |
$41.4K - $50K
|
9.09K
$257K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4K- 1.43% |
$275K - $332K
|
722K
$20.4M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.24M+ 85.05% |
$32.7M - $39.5M
|
2.7M
$76.6M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.63K+ 5.39% |
$122K - $147K
|
90.5K
$2.56M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-160- 1.3% |
$4.21K - $5.08K
|
12.2K
$345K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
356+ 9.34% |
$9.37K - $11.3K
|
4.17K
$118K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
408+ 0.38% |
$10.7K - $12.9K
|
109K
$3.08M
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$673K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$673K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.1K+ 8.59% |
$134K - $162K
|
64.5K
$1.83M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
825+ 15.91% |
$21.7K - $26.2K
|
6.01K
$170K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
1K+ 25.0% |
$26.3K - $31.7K
|
5K
$142K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.6K+ 9.24% |
$42K - $50.6K
|
18.9K
$534K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12K+ 31.63% |
$316K - $381K
|
49.9K
$1.41M
|