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 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-105- 0.68% |
$2.12K - $2.45K
|
15.4K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116- 1.25% |
$2.34K - $2.7K
|
9.19K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-126- 0.54% |
$2.55K - $2.93K
|
23.3K
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-142- 0.77% |
$2.87K - $3.31K
|
18.4K
$515K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-175- 5.08% |
$3.54K - $4.08K
|
3.27K
$91.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-175- 20.0% |
$3.54K - $4.08K
|
700
$19.6K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-186- 0.22% |
$3.76K - $4.33K
|
85.6K
$2.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-190- 1.8% |
$3.84K - $4.43K
|
10.4K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-192- 0.26% |
$3.88K - $4.47K
|
73.2K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 0.64% |
$4.04K - $4.66K
|
31.1K
$872K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.72% |
$4.04K - $4.66K
|
27.5K
$772K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-200- 1.2% |
$4.04K - $4.66K
|
16.5K
$463K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-205- 1.26% |
$4.14K - $4.77K
|
16.1K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-212- 2.06% |
$4.28K - $4.94K
|
10.1K
$283K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-221- 33.69% |
$4.46K - $5.15K
|
435
$12.2K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-229- 0.91% |
$4.63K - $5.33K
|
25K
$700K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 0.81% |
$5.05K - $5.82K
|
30.8K
$862K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-258- 0.7% |
$5.21K - $6.01K
|
36.8K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-269- 1.41% |
$5.43K - $6.27K
|
18.8K
$527K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-300- 2.72% |
$6.06K - $6.99K
|
10.7K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-300- 1.97% |
$6.06K - $6.99K
|
14.9K
$418K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-314- 5.53% |
$6.34K - $7.31K
|
5.37K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-336- 3.13% |
$6.79K - $7.83K
|
10.4K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-400- 0.89% |
$8.08K - $9.32K
|
44.5K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 0.83% |
$8.08K - $9.32K
|
48K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400- 15.4% |
$8.08K - $9.32K
|
2.2K
$61.6K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-425- 3.35% |
$8.59K - $9.9K
|
12.3K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-444- 1.58% |
$8.97K - $10.3K
|
27.6K
$774K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-448- 0.52% |
$9.05K - $10.4K
|
86.3K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-480- 1.35% |
$9.7K - $11.2K
|
35.1K
$984K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-480- 2.5% |
$9.7K - $11.2K
|
18.8K
$526K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-489- 21.55% |
$9.88K - $11.4K
|
1.78K
$49.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-490- 2.88% |
$9.9K - $11.4K
|
16.5K
$463K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 2.74% |
$10.1K - $11.6K
|
17.8K
$498K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-500- 24.41% |
$10.1K - $11.6K
|
1.55K
$43.4K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-513- 6.33% |
$10.4K - $11.9K
|
7.59K
$213K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-514- 0.82% |
$10.4K - $12K
|
61.9K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-516- 0.52% |
$10.4K - $12K
|
98.9K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-569- 0.88% |
$11.5K - $13.3K
|
63.8K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-575- 1.73% |
$11.6K - $13.4K
|
32.6K
$913K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-579- 0.63% |
$11.7K - $13.5K
|
91K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-580- 1.58% |
$11.7K - $13.5K
|
36.1K
$1.01M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-581- 6.62% |
$11.7K - $13.5K
|
8.2K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-582- 13.93% |
$11.8K - $13.6K
|
3.6K
$101K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-582- 17.21% |
$11.8K - $13.6K
|
2.8K
$78.5K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-609- 4.54% |
$12.3K - $14.2K
|
12.8K
$359K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-630- 1.15% |
$12.7K - $14.7K
|
54K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-632- 4.52% |
$12.8K - $14.7K
|
13.4K
$375K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-638- 1.61% |
$12.9K - $14.9K
|
38.9K
$1.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-643- 7.77% |
$13K - $15K
|
7.63K
$214K
|