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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.07K+ 5.48% |
$163K - $188K
|
155K
$4.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
8.06K+ 16.87% |
$163K - $188K
|
55.8K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.65K+ 25.88% |
$155K - $178K
|
37.2K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.41K+ 5.07% |
$150K - $173K
|
154K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.16K+ 1.31% |
$145K - $167K
|
554K
$15.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.08K+ 0.64% |
$143K - $165K
|
1.11M
$31.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.73K+ 23.87% |
$136K - $157K
|
34.9K
$980K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.4K+ 43.17% |
$129K - $149K
|
21.2K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.08K+ 15.8% |
$123K - $142K
|
44.6K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.84K+ 64.54% |
$118K - $136K
|
14.9K
$418K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
5.1K+ 2550.0% |
$103K - $119K
|
5.3K
$149K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.05KNew |
$102K - $118K
|
5.05K
$142K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.02KNew |
$101K - $117K
|
5.02K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.89K+ 96.01% |
$98.8K - $114K
|
9.98K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.89K+ 34.24% |
$98.7K - $114K
|
19.2K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.65K+ 26.12% |
$93.9K - $108K
|
22.5K
$629K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.59K+ 29.48% |
$92.8K - $107K
|
20.2K
$566K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.52K+ 4.45% |
$91.4K - $105K
|
106K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.48K+ 24.62% |
$90.5K - $104K
|
22.7K
$636K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4.2K+ 247.06% |
$84.8K - $97.8K
|
5.9K
$165K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4K+ 92.36% |
$80.8K - $93.2K
|
8.33K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.97K+ 37.07% |
$80.1K - $92.4K
|
14.7K
$411K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.7K+ 20.48% |
$74.8K - $86.2K
|
21.8K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.63K+ 7.6% |
$73.2K - $84.4K
|
51.3K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.59K+ 26.79% |
$72.5K - $83.6K
|
17K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.5K+ 357.67% |
$70.7K - $81.5K
|
4.48K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.26KNew |
$65.9K - $75.9K
|
3.26K
$91.4K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.25K+ 265.09% |
$65.7K - $75.7K
|
4.48K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.22KNew |
$65K - $75K
|
3.22K
$90.3K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.08K+ 1.75% |
$62.3K - $71.8K
|
179K
$5.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.04K+ 9.62% |
$61.4K - $70.8K
|
34.7K
$972K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 2.26% |
$60.6K - $69.9K
|
136K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3K+ 25.0% |
$60.6K - $69.9K
|
15K
$421K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.91K+ 0.28% |
$58.7K - $67.7K
|
1.04M
$29.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.81K+ 10.4% |
$56.8K - $65.5K
|
29.9K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68K+ 0.5% |
$54.1K - $62.3K
|
534K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 2.91% |
$53.9K - $62.1K
|
94.3K
$2.64M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.63KNew |
$53.2K - $61.3K
|
2.63K
$73.8K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.35K+ 4.02% |
$47.5K - $54.7K
|
60.7K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.34K+ 2.06% |
$47.2K - $54.5K
|
116K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.23K+ 1131.98% |
$45K - $51.9K
|
2.43K
$68.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.18K+ 5.89% |
$44K - $50.7K
|
39.2K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 5.91% |
$41K - $47.3K
|
36.4K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.9K+ 7.65% |
$38.4K - $44.3K
|
26.8K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 0.83% |
$37K - $42.7K
|
223K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.67K+ 1.43% |
$33.7K - $38.8K
|
118K
$3.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 4.35% |
$32.5K - $37.5K
|
38.6K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.59K+ 15.63% |
$32.1K - $37K
|
11.8K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.55KNew |
$31.4K - $36.2K
|
1.55K
$43.6K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.52K+ 0.78% |
$30.7K - $35.4K
|
197K
$5.52M
|