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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.6K- 26.7% |
$716K - $833K
|
73K
$2.53M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.3K+ 23.66% |
$438K - $510K
|
85.1K
$2.95M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.03K- 13.12% |
$27.6K - $32.1K
|
6.79K
$235K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-965- 1.23% |
$26K - $30.2K
|
77.6K
$2.69M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
786New |
$21.2K - $24.6K
|
786
$27.2K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.31K- 1.11% |
$89.2K - $104K
|
295K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8.56KNew |
$230K - $268K
|
8.56K
$297K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.35K+ 22.2% |
$144K - $168K
|
29.5K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.51KNew |
$175K - $204K
|
6.51K
$226K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-62- 74.7% |
$1.67K - $1.94K
|
21
$728
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.83K+ 3.03% |
$49.3K - $57.3K
|
62.2K
$2.16M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
11.5K+ 44.23% |
$310K - $360K
|
37.5K
$1.3M
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
411KNew |
$11.1M - $12.9M
|
411K
$14.2M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 38.62% |
$341K - $397K
|
45.5K
$1.58M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.08K+ 1.69% |
$29K - $33.7K
|
64.7K
$2.24M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-235- 0.26% |
$6.33K - $7.36K
|
89.1K
$3.09M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 140.79% |
$363K - $423K
|
23.1K
$800K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.45K+ 3.64% |
$65.8K - $76.6K
|
69.6K
$2.41M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.5KNew |
$40.4K - $47K
|
1.5K
$52K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
190+ 1.83% |
$5.12K - $5.95K
|
10.6K
$366K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9.7K+ 109.7% |
$261K - $304K
|
18.5K
$642K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68K+ 6.75% |
$1.83M - $2.13M
|
1.08M
$37.3M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.14K+ 72.6% |
$165K - $192K
|
14.6K
$506K
|
|
Apr 29, 2025
Q1 2025
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
190KNew |
$5.12M - $5.96M
|
190K
$6.59M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.5KNew |
$363K - $423K
|
13.5K
$467K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.49K+ 57.35% |
$93.9K - $109K
|
9.57K
$332K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
CALL |
-6K- 57.14% |
$162K - $188K
|
4.5K
$156K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4K+ 7.37% |
$108K - $125K
|
58.3K
$2.02M
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-255K- 95.72% |
$6.87M - $7.99M
|
11.4K
$395K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
134New |
$3.61K - $4.2K
|
134
$4.64K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-140- 2.06% |
$3.77K - $4.38K
|
6.65K
$231K
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
64KNew |
$1.72M - $2M
|
64K
$2.22M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.62K- 10.6% |
$97.4K - $113K
|
30.5K
$1.06M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
30.1K+ 4.09% |
$810K - $942K
|
765K
$26.5M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.52K+ 2.74% |
$122K - $142K
|
170K
$5.88M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
896KNew |
$24.1M - $28.1M
|
896K
$31.1M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
CALL |
-33K- 22.76% |
$889K - $1.03M
|
112K
$3.88M
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
450+ 3.78% |
$12.1K - $14.1K
|
12.3K
$428K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.05K- 1.49% |
$55.1K - $64.1K
|
135K
$4.69M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
500New |
$13.5K - $15.7K
|
500
$17.3K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
67+ 0.29% |
$1.8K - $2.1K
|
23.4K
$812K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.66K+ 19.22% |
$44.7K - $52K
|
10.3K
$357K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
229+ 0.51% |
$6.17K - $7.17K
|
45.4K
$1.57M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
209+ 1.01% |
$5.63K - $6.55K
|
20.8K
$722K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-29.4K- 24.98% |
$793K - $922K
|
88.4K
$3.06M
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
14.3KNew |
$385K - $448K
|
14.3K
$495K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62.2K+ 57.18% |
$1.68M - $1.95M
|
171K
$5.93M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17.2K+ 143.04% |
$463K - $539K
|
29.2K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-75- 0.16% |
$2.02K - $2.35K
|
46K
$1.59M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
681+ 61.91% |
$18.3K - $21.3K
|
1.78K
$61.7K
|