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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-200- 1.49% |
$4.87K - $5.88K
|
13.2K
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.94KNew |
$169K - $204K
|
6.94K
$240K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-165- 2.01% |
$4.01K - $4.85K
|
8.02K
$278K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$3.04K - $3.67K
|
125
$4.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
375New |
$9.12K - $11K
|
375
$13K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
28.9KNew |
$704K - $850K
|
28.9K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-66- 4.14% |
$1.61K - $1.94K
|
1.53K
$53K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14.6KNew |
$355K - $429K
|
14.6K
$506K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.5K- 1.41% |
$60.8K - $73.5K
|
175K
$6.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
200New |
$4.87K - $5.88K
|
200
$6.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.3K+ 114.7% |
$689K - $832K
|
53K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
32.7KNew |
$795K - $960K
|
32.7K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.04K- 30.96% |
$25.4K - $30.7K
|
2.33K
$80.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.4K+ 41.86% |
$131K - $159K
|
18.3K
$634K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
600New |
$14.6K - $17.6K
|
600
$20.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.84K+ 26.84% |
$93.5K - $113K
|
18.2K
$629K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
8.01KNew |
$195K - $235K
|
8.01K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.08KNew |
$172K - $208K
|
7.08K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.78K- 2.61% |
$141K - $170K
|
215K
$7.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
117New |
$2.85K - $3.44K
|
117
$4.05K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-8.35K- 1.71% |
$203K - $245K
|
481K
$16.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.26K+ 13.49% |
$30.8K - $37.1K
|
10.6K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-6.4K- 37.43% |
$156K - $188K
|
10.7K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
307New |
$7.47K - $9.02K
|
307
$10.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
301+ 3.74% |
$7.32K - $8.84K
|
8.35K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$52.4K - $63.3K
|
2.15K
$74.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
24.1KNew |
$587K - $709K
|
24.1K
$836K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
1.8K+ 360.0% |
$43.8K - $52.9K
|
2.3K
$79.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
5.5K+ 36.99% |
$134K - $161K
|
20.4K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-200- 15.44% |
$4.87K - $5.88K
|
1.1K
$37.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
327New |
$7.96K - $9.61K
|
327
$11.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.27K- 87.05% |
$225K - $272K
|
1.38K
$47.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
356New |
$8.66K - $10.5K
|
356
$12.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
77+ 0.11% |
$1.87K - $2.26K
|
71.8K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.4K+ 4.53% |
$983K - $1.19M
|
931K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-12.7K- 62.87% |
$309K - $373K
|
7.5K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.55K+ 0.71% |
$232K - $280K
|
1.36M
$47.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
950New |
$23.1K - $27.9K
|
950
$32.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.3K- 12.76% |
$56K - $67.6K
|
15.7K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-372- 36.4% |
$9.05K - $10.9K
|
650
$22.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-110- 48.03% |
$2.68K - $3.23K
|
119
$4.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
630+ 144.5% |
$15.3K - $18.5K
|
1.07K
$36.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
200+ 1.92% |
$4.87K - $5.88K
|
10.6K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
31.7KNew |
$771K - $931K
|
31.7K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
239New |
$5.81K - $7.02K
|
239
$8.28K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1New |
$24.3 - $29.4
|
1
$34.7
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 100.0% |
$1.22K - $1.47K
|
100
$3.47K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.67K+ 74.63% |
$235K - $284K
|
22.6K
$784K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 2.98% |
$25K - $30.2K
|
33.5K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
544+ 4.72% |
$13.2K - $16K
|
12.1K
$419K
|