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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
306New |
$5.14K - $6.81K
|
306
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.42KNew |
$23.8K - $31.5K
|
1.42K
$49.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
45New |
$756 - $1K
|
45
$1.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
160+ 1.0% |
$2.69K - $3.56K
|
16.2K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-3K- 96.77% |
$50.4K - $66.7K
|
100
$3.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$19.9K - $26.3K
|
1.18K
$41K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
428New |
$7.19K - $9.52K
|
428
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
330New |
$5.55K - $7.34K
|
330
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
15.9K+ 85.34% |
$267K - $353K
|
34.5K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.1KNew |
$52K - $68.9K
|
3.1K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 13.97% |
$840 - $1.11K
|
408
$14.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
SELL
|
CALL |
-4.6M- 82.14% |
$77.3M - $102M
|
1M
$34.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-210- 1.75% |
$3.53K - $4.67K
|
11.8K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
365New |
$6.14K - $8.12K
|
365
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
610New |
$10.3K - $13.6K
|
610
$21.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
183New |
$3.08K - $4.07K
|
183
$6.34K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
145KNew |
$2.44M - $3.22M
|
145K
$5.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$16.8K - $22.2K
|
1K
$34.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.31KNew |
$22K - $29.2K
|
1.31K
$45.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.03K+ 20.67% |
$17.2K - $22.8K
|
5.99K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-800- 2.35% |
$13.4K - $17.8K
|
33.3K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-342- 1.43% |
$5.75K - $7.61K
|
23.6K
$817K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-30.1K- 72.38% |
$506K - $669K
|
11.5K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
781New |
$13.1K - $17.4K
|
781
$27.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
65New |
$1.09K - $1.45K
|
65
$2.25K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
14.9KNew |
$250K - $330K
|
14.9K
$515K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-330- 11.66% |
$5.55K - $7.34K
|
2.5K
$86.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
22.5KNew |
$377K - $499K
|
22.5K
$778K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-761- 5.62% |
$12.8K - $16.9K
|
12.8K
$442K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
393KNew |
$6.61M - $8.75M
|
393K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 1.21% |
$252 - $334
|
1.22K
$42.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
600New |
$10.1K - $13.3K
|
600
$20.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
600New |
$10.1K - $13.3K
|
600
$20.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40.3KNew |
$677K - $896K
|
40.3K
$1.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11KNew |
$185K - $245K
|
11K
$381K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.9KNew |
$234K - $309K
|
13.9K
$482K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.44KNew |
$40.9K - $54.2K
|
2.44K
$84.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
23.8K+ 196.11% |
$400K - $529K
|
35.9K
$1.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-250- 98.04% |
$4.2K - $5.56K
|
5
$173
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
160New |
$2.69K - $3.56K
|
160
$5.54K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
CALL |
-1.1K- 84.62% |
$18.5K - $24.5K
|
200
$6.93K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$1.68K - $2.22K
|
100
$3.47K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
19.8KNew |
$334K - $441K
|
19.8K
$688K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
20KNew |
$336K - $445K
|
20K
$693K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.67KNew |
$28.1K - $37.1K
|
1.67K
$57.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$26.6K - $35.2K
|
1.58K
$54.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$40.3K - $53.4K
|
2.4K
$83.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1KNew |
$16.8K - $22.2K
|
1K
$34.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
600New |
$10.1K - $13.3K
|
600
$20.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-300Closed |
$4.91K - $5.75K
|
0
$0
|
|