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 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
360+ 4.6% |
$9.48K - $11.4K
|
8.18K
$284K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20.6KNew |
$543K - $655K
|
20.6K
$715K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175+ 1.9% |
$4.61K - $5.55K
|
9.37K
$325K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
290+ 13.03% |
$7.64K - $9.2K
|
2.52K
$87.1K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-95- 57.23% |
$2.5K - $3.02K
|
71
$2.46K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
331+ 3.53% |
$8.72K - $10.5K
|
9.71K
$336K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.13K- 9.78% |
$29.8K - $35.9K
|
10.4K
$361K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-333- 23.09% |
$8.77K - $10.6K
|
1.11K
$38.4K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
916+ 68.41% |
$24.1K - $29.1K
|
2.26K
$78.1K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-166- 25.66% |
$4.37K - $5.27K
|
481
$16.7K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
94.4K+ 8580.73% |
$2.49M - $3M
|
95.5K
$3.31M
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-1.48K- 5.31% |
$38.9K - $46.9K
|
26.3K
$912K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$823K
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.61K+ 9.36% |
$42.3K - $51K
|
18.8K
$651K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
5.07K+ 51.12% |
$134K - $161K
|
15K
$520K
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-119K- 50.0% |
$3.15M - $3.79M
|
120K
$4.14M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
21.4K+ 17.19% |
$562K - $678K
|
146K
$5.04M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$250K - $302K
|
9.5K
$329K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 1.29% |
$5.27K - $6.35K
|
15.3K
$529K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.51K- 20.32% |
$66.2K - $79.8K
|
9.86K
$342K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
100+ 0.34% |
$2.63K - $3.17K
|
29.2K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8.94KNew |
$235K - $284K
|
8.94K
$310K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
941New |
$24.8K - $29.9K
|
941
$32.6K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
5.99KNew |
$158K - $190K
|
5.99K
$208K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
775+ 10.45% |
$20.4K - $24.6K
|
8.19K
$284K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4.67K- 62.19% |
$123K - $148K
|
2.84K
$98.3K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
995+ 331.67% |
$26.2K - $31.6K
|
1.3K
$44.9K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2K+ 266.67% |
$52.7K - $63.5K
|
2.75K
$95.3K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-494- 4.81% |
$13K - $15.7K
|
9.78K
$339K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
99New |
$2.61K - $3.14K
|
99
$3.43K
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.23K+ 97.22% |
$32.3K - $38.9K
|
2.49K
$86.1K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-87- 9.68% |
$2.29K - $2.76K
|
812
$28.1K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
23New |
$606 - $730
|
23
$797
|
|
Q3 2024 | |||||||
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14.4KNew |
$350K - $422K
|
14.4K
$498K
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
300New |
$7.3K - $8.81K
|
300
$10.4K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
186+ 2.02% |
$4.53K - $5.46K
|
9.39K
$325K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-10.7KClosed |
$261K - $315K
|
0
$0
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
11.8KNew |
$288K - $347K
|
11.8K
$410K
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
57.7KNew |
$1.4M - $1.7M
|
57.7K
$2M
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
8.25KNew |
$201K - $242K
|
8.25K
$286K
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-26- 0.11% |
$633 - $764
|
23.5K
$813K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.32KNew |
$178K - $215K
|
7.32K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.41K+ 22.95% |
$83K - $100K
|
18.3K
$633K
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.16K+ 19.96% |
$28.2K - $34K
|
6.96K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-145- 6.43% |
$3.53K - $4.26K
|
2.11K
$73.1K
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-40- 0.49% |
$973 - $1.18K
|
8.13K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
34.4KNew |
$837K - $1.01M
|
34.4K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$433K - $523K
|
17.8K
$617K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
77.2KNew |
$1.88M - $2.27M
|
77.2K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
273KNew |
$6.65M - $8.03M
|
273K
$9.48M
|