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 |
---|---|---|---|---|---|---|---|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.68K+ 5.53% |
$30.9K - $37.6K
|
32.1K
$901K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.6K+ 14.26% |
$29.4K - $35.7K
|
12.8K
$360K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.59K+ 26.02% |
$29.3K - $35.5K
|
7.7K
$216K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.58K+ 12.93% |
$29K - $35.2K
|
13.8K
$386K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 1532.0% |
$28.2K - $34.2K
|
1.63K
$45.8K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.5K+ 65.65% |
$27.6K - $33.5K
|
3.79K
$106K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 7.52% |
$26.6K - $32.2K
|
20.7K
$579K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.44K+ 13.08% |
$26.6K - $32.2K
|
12.5K
$350K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.44K+ 0.67% |
$26.4K - $32.1K
|
217K
$6.07M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.4K+ 44.8% |
$25.8K - $31.3K
|
4.53K
$127K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 13.92% |
$25.6K - $31.1K
|
11.4K
$320K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 25.12% |
$24.8K - $30.1K
|
6.71K
$188K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.34K+ 3.98% |
$24.7K - $29.9K
|
35K
$982K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.32K+ 4.84% |
$24.3K - $29.5K
|
28.6K
$802K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.3KNew |
$23.8K - $28.9K
|
1.3K
$36.3K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25K+ 2.09% |
$23K - $27.9K
|
61.2K
$1.72M
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
1.25K+ 12.97% |
$23K - $27.9K
|
10.9K
$305K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.22K+ 6.4% |
$22.4K - $27.2K
|
20.3K
$569K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.58% |
$22.1K - $26.8K
|
13.7K
$385K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 7.57% |
$21.3K - $25.8K
|
16.4K
$460K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 3.54% |
$19.8K - $24K
|
31.5K
$884K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.08KNew |
$19.8K - $24K
|
1.08K
$30.2K
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.07K+ 9.63% |
$19.7K - $23.9K
|
12.2K
$341K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.06KNew |
$19.5K - $23.6K
|
1.06K
$29.7K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 4.19% |
$18.5K - $22.5K
|
25.1K
$704K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
980New |
$18K - $21.9K
|
980
$27.5K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
916+ 92.15% |
$16.9K - $20.5K
|
1.91K
$53.6K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
903+ 4.58% |
$16.6K - $20.2K
|
20.6K
$578K
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
880+ 1.33% |
$16.2K - $19.7K
|
66.8K
$1.87M
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
820+ 2.67% |
$15.1K - $18.3K
|
31.5K
$883K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
800+ 3.32% |
$14.7K - $17.9K
|
24.9K
$698K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
750New |
$13.8K - $16.7K
|
750
$21K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
750+ 1.91% |
$13.8K - $16.7K
|
40.1K
$1.12M
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
750+ 84.65% |
$13.8K - $16.7K
|
1.64K
$45.9K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
729New |
$13.4K - $16.3K
|
729
$20.4K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
724+ 7.21% |
$13.3K - $16.2K
|
10.8K
$302K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
695+ 5.23% |
$12.8K - $15.5K
|
14K
$392K
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
686+ 2.69% |
$12.6K - $15.3K
|
26.1K
$733K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
681+ 2.68% |
$12.5K - $15.2K
|
26.1K
$731K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
601+ 3.92% |
$11.1K - $13.4K
|
15.9K
$446K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
601+ 13.88% |
$11.1K - $13.4K
|
4.93K
$138K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
600+ 2.62% |
$11K - $13.4K
|
23.5K
$659K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
574New |
$10.6K - $12.8K
|
574
$16.1K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
568+ 2.43% |
$10.5K - $12.7K
|
24K
$672K
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
552+ 4.29% |
$10.2K - $12.3K
|
13.4K
$376K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
551New |
$10.1K - $12.3K
|
551
$15.5K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
508+ 4.15% |
$9.35K - $11.3K
|
12.8K
$358K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
500New |
$9.2K - $11.2K
|
500
$14K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
500+ 1.86% |
$9.2K - $11.2K
|
27.4K
$769K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
500New |
$9.2K - $11.2K
|
500
$14K
|