Purchases and Sales Made in Q1 2022 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q1 2022. The information is specifically focused on institutions that hold shares of iShares Silver Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
858+ 0.67% |
$17.6K - $21K
|
130K
$3.63M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
817+ 57.82% |
$16.8K - $20K
|
2.23K
$62.5K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
800New |
$16.4K - $19.6K
|
800
$22.4K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
800+ 36.87% |
$16.4K - $19.6K
|
2.97K
$83.3K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770+ 157.14% |
$15.8K - $18.8K
|
1.26K
$35.3K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
723+ 6.51% |
$14.8K - $17.7K
|
11.8K
$332K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
711+ 0.36% |
$14.6K - $17.4K
|
197K
$5.51M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
700+ 7.86% |
$14.4K - $17.1K
|
9.6K
$269K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
700+ 16.48% |
$14.4K - $17.1K
|
4.95K
$139K
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
685+ 5.68% |
$14K - $16.7K
|
12.8K
$358K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$12.3K - $14.7K
|
600
$16.8K
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
600New |
$12.3K - $14.7K
|
600
$16.8K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
585+ 292.5% |
$12K - $14.3K
|
785
$22K
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
500+ 4.2% |
$10.3K - $12.2K
|
12.4K
$348K
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
499+ 1.11% |
$10.2K - $12.2K
|
45.6K
$1.28M
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
458+ 0.98% |
$9.39K - $11.2K
|
47.4K
$1.33M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
450+ 1.47% |
$9.23K - $11K
|
31.1K
$872K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
444+ 3.19% |
$9.11K - $10.9K
|
14.4K
$403K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
429+ 23.9% |
$8.8K - $10.5K
|
2.22K
$62.4K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
428+ 3.77% |
$8.78K - $10.5K
|
11.8K
$331K
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
409+ 3.49% |
$8.39K - $10K
|
12.1K
$340K
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
400New |
$8.2K - $9.78K
|
400
$11.2K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400+ 88.89% |
$8.2K - $9.78K
|
850
$23.8K
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
400+ 3.02% |
$8.2K - $9.78K
|
13.6K
$382K
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
389New |
$7.98K - $9.51K
|
389
$10.9K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
386+ 3.66% |
$7.92K - $9.44K
|
10.9K
$306K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
376+ 0.81% |
$7.71K - $9.19K
|
46.9K
$1.31M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
365New |
$7.49K - $8.92K
|
365
$10.2K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
307+ 1.38% |
$6.3K - $7.51K
|
22.6K
$635K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 300.0% |
$6.15K - $7.34K
|
400
$11.2K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
300New |
$6.15K - $7.34K
|
300
$8.41K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
290+ 2.28% |
$5.95K - $7.09K
|
13K
$365K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
285New |
$5.85K - $6.97K
|
285
$7.99K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
270+ 0.81% |
$5.54K - $6.6K
|
33.5K
$939K
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
231New |
$4.74K - $5.65K
|
231
$6.48K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
225New |
$4.61K - $5.5K
|
225
$6.31K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
218+ 4.65% |
$4.47K - $5.33K
|
4.91K
$138K
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
200+ 0.93% |
$4.1K - $4.89K
|
21.8K
$612K
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
200+ 1.65% |
$4.1K - $4.89K
|
12.4K
$346K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
180New |
$3.69K - $4.4K
|
180
$5.05K
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
165+ 1.72% |
$3.38K - $4.03K
|
9.74K
$273K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
130+ 0.91% |
$2.67K - $3.18K
|
14.4K
$404K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
116+ 0.8% |
$2.38K - $2.84K
|
14.6K
$409K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
115+ 0.76% |
$2.36K - $2.81K
|
15.3K
$430K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
105New |
$2.15K - $2.57K
|
105
$2.94K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
100+ 4.66% |
$2.05K - $2.45K
|
2.25K
$63K
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.3% |
$2.05K - $2.45K
|
33K
$926K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
95+ 12.37% |
$1.95K - $2.32K
|
863
$24.2K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
85New |
$1.74K - $2.08K
|
85
$2.38K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 0.36% |
$1.03K - $1.22K
|
13.9K
$390K
|