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 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
414+ 2.8% |
$8.36K - $9.64K
|
15.2K
$426K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
370+ 10.07% |
$7.47K - $8.62K
|
4.04K
$113K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
358+ 2.56% |
$7.23K - $8.34K
|
14.3K
$402K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
317+ 8.14% |
$6.4K - $7.38K
|
4.21K
$118K
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
300+ 2.38% |
$6.06K - $6.99K
|
12.9K
$362K
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
300+ 2.92% |
$6.06K - $6.99K
|
10.6K
$297K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
283+ 8.7% |
$5.72K - $6.59K
|
3.54K
$99.1K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
260+ 0.89% |
$5.25K - $6.06K
|
29.6K
$830K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
226+ 3.49% |
$4.57K - $5.26K
|
6.7K
$188K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
219+ 74.74% |
$4.42K - $5.1K
|
512
$14.4K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
212+ 0.42% |
$4.28K - $4.94K
|
50.6K
$1.42M
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
200New |
$4.04K - $4.66K
|
200
$5.61K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
180+ 0.83% |
$3.64K - $4.19K
|
21.9K
$614K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
170New |
$3.43K - $3.96K
|
170
$4.77K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
149+ 0.61% |
$3.01K - $3.47K
|
24.7K
$693K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
120New |
$2.42K - $2.79K
|
120
$3.36K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
117New |
$2.36K - $2.72K
|
117
$3.28K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
110New |
$2.22K - $2.56K
|
110
$3.08K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
108+ 2.09% |
$2.18K - $2.52K
|
5.28K
$148K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$2.02K - $2.33K
|
100
$2.8K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
73+ 18.62% |
$1.47K - $1.7K
|
465
$13K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
70+ 0.58% |
$1.41K - $1.63K
|
12.2K
$341K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68+ 4.17% |
$1.37K - $1.58K
|
1.7K
$47.7K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
57+ 0.09% |
$1.15K - $1.33K
|
65.1K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 4.52% |
$1.01K - $1.16K
|
1.16K
$32.4K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
46+ 2.52% |
$929 - $1.07K
|
1.87K
$52.5K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
45+ 0.46% |
$909 - $1.05K
|
9.89K
$277K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40+ 1.49% |
$808 - $932
|
2.72K
$76.3K
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
40+ 0.21% |
$808 - $932
|
18.9K
$529K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 1.19% |
$202 - $233
|
852
$23.9K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1- -0.0% |
$20.2 - $23.3
|
32.9K
$922K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 0.11% |
$60.6 - $69.9
|
2.71K
$76K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3- 0.03% |
$60.6 - $69.9
|
10.1K
$283K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-5- 0.15% |
$101 - $116
|
3.38K
$94.7K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 1.02% |
$202 - $233
|
967
$27.1K
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-10- 0.09% |
$202 - $233
|
11.7K
$328K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.09% |
$222 - $256
|
12.1K
$338K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-20- 0.33% |
$404 - $466
|
6.09K
$171K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-21- 0.18% |
$424 - $489
|
11.4K
$320K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-30- 0.24% |
$606 - $699
|
12.5K
$349K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-30- 0.28% |
$606 - $699
|
10.5K
$294K
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-49- 0.13% |
$990 - $1.14K
|
38K
$1.06M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 7.14% |
$1.01K - $1.16K
|
650
$18.2K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-53- 0.77% |
$1.07K - $1.23K
|
6.83K
$191K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-58- 65.91% |
$1.17K - $1.35K
|
30
$841
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 0.67% |
$1.27K - $1.47K
|
9.35K
$262K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-75- 0.07% |
$1.52K - $1.75K
|
111K
$3.1M
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-77- 0.08% |
$1.56K - $1.79K
|
91.2K
$2.56M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-81- 0.45% |
$1.64K - $1.89K
|
18.1K
$508K
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-95- 0.74% |
$1.92K - $2.21K
|
12.8K
$358K
|