Purchases and Sales Made in Q1 2024 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q1 2024. 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 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.85K- 12.15% |
$118K - $136K
|
42.3K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.88K- 12.41% |
$119K - $137K
|
41.5K
$1.16M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.93K- 47.7% |
$120K - $138K
|
6.5K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.1K- 1.55% |
$123K - $142K
|
387K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.15K- 3.96% |
$124K - $143K
|
149K
$4.18M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-6.31K- 25.24% |
$128K - $147K
|
18.7K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.47K- 12.41% |
$131K - $151K
|
45.7K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.5K- 28.81% |
$131K - $151K
|
16.1K
$450K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 4.96% |
$133K - $153K
|
126K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.59K- 2.16% |
$133K - $153K
|
299K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.66K- 7.17% |
$134K - $155K
|
86.1K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.25K- 29.25% |
$146K - $169K
|
17.5K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.29K- 3.68% |
$147K - $170K
|
191K
$5.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.95K- 10.47% |
$161K - $185K
|
68K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-8.13K- 97.6% |
$164K - $189K
|
200
$5.61K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.58K- 9.38% |
$173K - $200K
|
82.9K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.76K- 18.66% |
$177K - $204K
|
38.2K
$1.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.79K- 12.44% |
$178K - $205K
|
61.9K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.89K- 4.83% |
$180K - $207K
|
175K
$4.91M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.12K- 23.06% |
$184K - $212K
|
30.4K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.19KClosed |
$186K - $214K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-9.27K- 42.25% |
$187K - $216K
|
12.7K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.47K- 7.99% |
$191K - $220K
|
109K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.63K- 13.95% |
$195K - $224K
|
59.4K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.77K- 51.77% |
$197K - $228K
|
9.1K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.93K- 50.2% |
$201K - $231K
|
9.85K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10K- 9.15% |
$203K - $234K
|
99.7K
$2.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-10.7K- 2.62% |
$216K - $249K
|
397K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-12.2K- 18.57% |
$246K - $283K
|
53.4K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 0.8% |
$259K - $298K
|
1.59M
$44.5M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.9K- 26.16% |
$261K - $300K
|
36.4K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-13K- 19.01% |
$263K - $303K
|
55.4K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.1K- 30.9% |
$264K - $305K
|
29.2K
$820K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14K- 26.19% |
$283K - $326K
|
39.5K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.3K- 6.31% |
$288K - $332K
|
212K
$5.94M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15K- 15.78% |
$302K - $348K
|
79.9K
$2.24M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-15K- 2.03% |
$304K - $350K
|
726K
$20.3M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15.3K- 82.06% |
$310K - $357K
|
3.35K
$93.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16K- 19.78% |
$322K - $372K
|
64.7K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.2K- 17.53% |
$328K - $378K
|
76.4K
$2.14M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.9K- 2.48% |
$342K - $394K
|
666K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-17K- 18.75% |
$344K - $397K
|
73.8K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18.3K- 54.31% |
$370K - $426K
|
15.4K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.2K- 23.28% |
$408K - $470K
|
66.5K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-21.4K- 45.44% |
$432K - $498K
|
25.7K
$721K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-21.5K- 4.16% |
$434K - $501K
|
496K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22K- 11.98% |
$444K - $512K
|
162K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22K- 22.21% |
$444K - $512K
|
77K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23.8K- 51.6% |
$480K - $554K
|
22.3K
$625K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-24.8K- 44.38% |
$501K - $578K
|
31.1K
$872K
|