Purchases and Sales Made in Q1 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q1 2023. 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 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
56.9KNew |
$1.05M - $1.27M
|
56.9K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
56.1KNew |
$1.03M - $1.25M
|
56.1K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
55.6K+ 19.95% |
$1.02M - $1.24M
|
334K
$9.37M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
53.9KNew |
$992K - $1.2M
|
53.9K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
51.9KNew |
$955K - $1.16M
|
51.9K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
48.6K+ 179.04% |
$894K - $1.08M
|
75.7K
$2.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
47.8K+ 120.56% |
$880K - $1.07M
|
87.5K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
45.6K+ 10.18% |
$839K - $1.02M
|
494K
$13.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
45.6K+ 19.61% |
$839K - $1.02M
|
278K
$7.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.3KNew |
$833K - $1.01M
|
45.3K
$1.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
40.9KNew |
$752K - $913K
|
40.9K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40.2KNew |
$741K - $899K
|
40.2K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
39.8KNew |
$733K - $890K
|
39.8K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
38.3KNew |
$705K - $856K
|
38.3K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
38.2K+ 72.33% |
$702K - $852K
|
91K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
37.4KNew |
$689K - $836K
|
37.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.8KNew |
$676K - $821K
|
36.8K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
35.1KNew |
$646K - $784K
|
35.1K
$984K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
32.3K+ 40.24% |
$594K - $721K
|
112K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Cowen And Company, LLC
|
BUY
|
- |
31.4KNew |
$577K - $700K
|
31.4K
$880K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
31.3K+ 77.5% |
$575K - $698K
|
71.6K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
31KNew |
$571K - $693K
|
31K
$870K
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
30.2KNew |
$555K - $673K
|
30.2K
$846K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
29.7K+ 31.16% |
$546K - $662K
|
125K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.1K+ 43.23% |
$535K - $649K
|
96.3K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
27.2KNew |
$501K - $608K
|
27.2K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
27K+ 216.0% |
$497K - $603K
|
39.5K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
26.6K+ 39.88% |
$490K - $595K
|
93.4K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
25.5K+ 10.26% |
$469K - $569K
|
274K
$7.68M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.4K+ 34.13% |
$467K - $567K
|
99.8K
$2.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.8K+ 32.84% |
$438K - $531K
|
96.2K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.2KNew |
$427K - $519K
|
23.2K
$651K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
21.5KNew |
$396K - $480K
|
21.5K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.5K+ 23.26% |
$378K - $459K
|
109K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
19.8KNew |
$363K - $441K
|
19.8K
$554K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.7K+ 101.18% |
$363K - $441K
|
39.3K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 14.66% |
$358K - $435K
|
152K
$4.27M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
19.4KNew |
$357K - $434K
|
19.4K
$545K
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
19.2KNew |
$354K - $429K
|
19.2K
$539K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
18KNew |
$331K - $402K
|
18K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.7K+ 23.68% |
$325K - $395K
|
92.3K
$2.59M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.3K+ 147.27% |
$318K - $385K
|
29K
$813K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
17.2KNew |
$317K - $384K
|
17.2K
$483K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17.2K+ 688.0% |
$316K - $384K
|
19.7K
$552K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
16.3KNew |
$300K - $364K
|
16.3K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
16.1KNew |
$297K - $361K
|
16.1K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
16.1KNew |
$296K - $360K
|
16.1K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 3.81% |
$293K - $355K
|
434K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 22.64% |
$292K - $354K
|
85.8K
$2.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 12.67% |
$291K - $353K
|
141K
$3.94M
|