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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.7K+ 8.62% |
$123K - $150K
|
84.5K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.59K+ 54.28% |
$121K - $147K
|
18.7K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.13K+ 13.33% |
$113K - $137K
|
52.1K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.12K+ 9.26% |
$113K - $137K
|
72.1K
$2.02M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6K+ 11.18% |
$110K - $134K
|
59.7K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
5.62K+ 14.45% |
$103K - $125K
|
44.5K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.55K+ 22.7% |
$102K - $124K
|
30K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.47K+ 6.95% |
$101K - $122K
|
84.2K
$2.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5.14K+ 37.35% |
$94.6K - $115K
|
18.9K
$530K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.05K+ 168.4% |
$93K - $113K
|
8.05K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.98K+ 2.69% |
$91.5K - $111K
|
190K
$5.32M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.94K+ 163.12% |
$90.8K - $110K
|
7.96K
$223K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.93K+ 80.15% |
$90.8K - $110K
|
11.1K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.84K+ 1.11% |
$89.1K - $108K
|
443K
$12.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.74K+ 22.55% |
$87.2K - $106K
|
25.8K
$722K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.72K+ 47.63% |
$86.9K - $105K
|
14.6K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4.65KNew |
$85.6K - $104K
|
4.65K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.19K+ 14.54% |
$77K - $93.5K
|
33K
$925K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 41.79% |
$76K - $92.2K
|
14K
$393K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.11KNew |
$75.7K - $91.8K
|
4.11K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.87K+ 8.02% |
$71.1K - $86.3K
|
52.1K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.78K+ 17.25% |
$69.5K - $84.3K
|
25.7K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.73K+ 6.85% |
$68.6K - $83.2K
|
58.1K
$1.63M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.7K+ 12.05% |
$68.1K - $82.6K
|
34.4K
$965K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.49K+ 39.06% |
$64.2K - $77.9K
|
12.4K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.44K+ 25.73% |
$63.3K - $76.8K
|
16.8K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.2K+ 1.66% |
$58.9K - $71.5K
|
196K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3KNew |
$55.2K - $67K
|
3K
$84.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.73K+ 1.99% |
$50.3K - $61K
|
140K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7K+ 23.78% |
$49.7K - $60.3K
|
14.1K
$394K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 22.99% |
$49.1K - $59.6K
|
14.3K
$400K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.5KNew |
$46K - $55.8K
|
2.5K
$70.1K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.41K+ 7.04% |
$44.3K - $53.8K
|
36.7K
$1.03M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.32K+ 16.77% |
$42.8K - $51.9K
|
16.2K
$454K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.25K+ 11.71% |
$41.3K - $50.1K
|
21.4K
$600K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.23KNew |
$41K - $49.8K
|
2.23K
$62.5K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.21K+ 80.09% |
$40.6K - $49.2K
|
4.96K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.12K+ 8.17% |
$39K - $47.3K
|
28K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.11K+ 4.26% |
$38.8K - $47K
|
51.6K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$38.7K - $47K
|
2.1K
$59K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 0.96% |
$37.2K - $45.1K
|
213K
$5.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.01K+ 9.73% |
$37.1K - $45K
|
22.7K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$36.8K - $44.7K
|
2K
$56.1K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.97K+ 89.01% |
$36.2K - $43.9K
|
4.18K
$117K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
1.9K+ 74.22% |
$35K - $42.4K
|
4.46K
$125K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 1.86% |
$34.7K - $42.1K
|
103K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 5.31% |
$32.7K - $39.6K
|
35.2K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.76K+ 14.48% |
$32.5K - $39.4K
|
13.9K
$391K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.74K+ 2.49% |
$31.9K - $38.8K
|
71.5K
$2M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.72K+ 32.34% |
$31.6K - $38.4K
|
7.04K
$197K
|