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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-15- 0.08% |
$276 - $335
|
18.1K
$507K
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-17- 0.17% |
$313 - $380
|
9.77K
$274K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25- 3.37% |
$460 - $558
|
716
$20.1K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-32- 0.09% |
$589 - $715
|
37.4K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 0.37% |
$644 - $782
|
9.51K
$267K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-44- 2.41% |
$810 - $983
|
1.78K
$50K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-53- 0.05% |
$975 - $1.18K
|
103K
$2.87M
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.75% |
$1.29K - $1.56K
|
9.24K
$259K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-88- 4.37% |
$1.62K - $1.97K
|
1.92K
$53.9K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-100- 18.52% |
$1.84K - $2.23K
|
440
$12.3K
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-100- 0.12% |
$1.84K - $2.23K
|
84K
$2.36M
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 0.31% |
$1.84K - $2.23K
|
31.7K
$890K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-116- 3.69% |
$2.13K - $2.59K
|
3.03K
$84.8K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-126- 0.91% |
$2.32K - $2.81K
|
13.7K
$384K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-133- 5.05% |
$2.45K - $2.97K
|
2.5K
$70.1K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-136- 3.96% |
$2.5K - $3.04K
|
3.3K
$92.6K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-142- 1.4% |
$2.61K - $3.17K
|
10K
$281K
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-144- 1.03% |
$2.65K - $3.22K
|
13.8K
$388K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-147- 1.38% |
$2.7K - $3.28K
|
10.5K
$294K
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-150- 1.38% |
$2.76K - $3.35K
|
10.7K
$301K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-155- 0.56% |
$2.85K - $3.46K
|
27.8K
$778K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-159- 0.77% |
$2.93K - $3.55K
|
20.5K
$574K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-187- 0.93% |
$3.44K - $4.18K
|
19.9K
$559K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-199- 1.8% |
$3.66K - $4.44K
|
10.9K
$305K
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-199- 1.28% |
$3.66K - $4.44K
|
15.4K
$431K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 1.02% |
$3.68K - $4.47K
|
19.5K
$545K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-200- 0.55% |
$3.68K - $4.47K
|
36.2K
$1.01M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-200- 1.23% |
$3.68K - $4.47K
|
16.1K
$451K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-200- 0.74% |
$3.68K - $4.47K
|
26.9K
$756K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-200- 0.64% |
$3.68K - $4.47K
|
30.9K
$867K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-200- 1.34% |
$3.68K - $4.47K
|
14.8K
$414K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 23.17% |
$3.68K - $4.47K
|
663
$18.6K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-200- 0.74% |
$3.68K - $4.47K
|
26.9K
$756K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-216- 1.61% |
$3.97K - $4.82K
|
13.2K
$371K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-250- 2.46% |
$4.6K - $5.58K
|
9.91K
$278K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-252- 1.55% |
$4.64K - $5.63K
|
16K
$448K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-270- 1.62% |
$4.97K - $6.03K
|
16.4K
$461K
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-300- 1.19% |
$5.52K - $6.7K
|
25K
$700K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-300- 60.24% |
$5.52K - $6.7K
|
198
$5.55K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-317- 1.71% |
$5.83K - $7.08K
|
18.2K
$512K
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-400- 2.25% |
$7.36K - $8.93K
|
17.4K
$488K
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-400- 0.63% |
$7.36K - $8.93K
|
63.5K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-408- 0.25% |
$7.51K - $9.11K
|
160K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-470Closed |
$8.65K - $10.5K
|
0
$0
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-481- 0.41% |
$8.85K - $10.7K
|
116K
$3.26M
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-500- 2.75% |
$9.2K - $11.2K
|
17.7K
$496K
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 50.0% |
$9.2K - $11.2K
|
500
$14K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-500- 2.73% |
$9.2K - $11.2K
|
17.8K
$499K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-520- 0.46% |
$9.57K - $11.6K
|
113K
$3.16M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-530- 1.82% |
$9.75K - $11.8K
|
28.6K
$802K
|