Purchases and Sales Made in Q2 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
908+ 3.01% |
$18.6K - $21.7K
|
31.1K
$871K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
875New |
$18K - $20.9K
|
875
$24.5K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
858+ 1.43% |
$17.6K - $20.5K
|
61K
$1.71M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
850+ 131.78% |
$17.5K - $20.3K
|
1.5K
$41.9K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
800New |
$16.4K - $19.2K
|
800
$22.4K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
800New |
$16.4K - $19.2K
|
800
$22.4K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
779New |
$16K - $18.6K
|
779
$21.8K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
773+ 6.79% |
$15.9K - $18.5K
|
12.2K
$341K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
766+ 2.18% |
$15.7K - $18.3K
|
35.9K
$1.01M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
730+ 6.65% |
$15K - $17.5K
|
11.7K
$328K
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
714+ 6.56% |
$14.7K - $17.1K
|
11.6K
$325K
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
700+ 1.66% |
$14.4K - $16.8K
|
42.9K
$1.2M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
682+ 6.61% |
$14K - $16.3K
|
11K
$309K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
650+ 34.21% |
$13.3K - $15.6K
|
2.55K
$71.5K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$12.3K - $14.4K
|
600
$16.8K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$12.3K - $14.4K
|
600
$16.8K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
595+ 0.52% |
$12.2K - $14.2K
|
115K
$3.22M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
585New |
$12K - $14K
|
585
$16.4K
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
575+ 5.92% |
$11.8K - $13.8K
|
10.3K
$288K
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
550+ 11.15% |
$11.3K - $13.2K
|
5.48K
$154K
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
550+ 11.15% |
$11.3K - $13.2K
|
5.48K
$154K
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
528+ 2.12% |
$10.8K - $12.6K
|
25.5K
$715K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
525+ 5.38% |
$10.8K - $12.6K
|
10.3K
$288K
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
522+ 0.29% |
$10.7K - $12.5K
|
177K
$4.98M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
515+ 4.74% |
$10.6K - $12.3K
|
11.4K
$319K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
439+ 3.75% |
$9.01K - $10.5K
|
12.1K
$341K
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
431+ 13.02% |
$8.85K - $10.3K
|
3.74K
$105K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
425+ 4.34% |
$8.73K - $10.2K
|
10.2K
$286K
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
409+ 2.57% |
$8.4K - $9.79K
|
16.3K
$458K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 13.63% |
$8.21K - $9.58K
|
3.33K
$93.5K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 13.63% |
$8.21K - $9.58K
|
3.33K
$93.5K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
391+ 2.09% |
$8.03K - $9.36K
|
19.1K
$536K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
334+ 15.2% |
$6.86K - $8K
|
2.53K
$71K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
333+ 3.18% |
$6.84K - $7.97K
|
10.8K
$303K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
315New |
$6.47K - $7.54K
|
315
$8.83K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
303+ 0.18% |
$6.22K - $7.25K
|
167K
$4.67M
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
282+ 0.55% |
$5.79K - $6.75K
|
51.1K
$1.43M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
275+ 0.76% |
$5.65K - $6.58K
|
36.4K
$1.02M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
270+ 0.55% |
$5.54K - $6.46K
|
49.6K
$1.39M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
255+ 2.72% |
$5.24K - $6.1K
|
9.63K
$270K
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
230+ 6.08% |
$4.72K - $5.51K
|
4.02K
$113K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
225+ 8.44% |
$4.62K - $5.39K
|
2.89K
$81K
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
225+ 0.95% |
$4.62K - $5.39K
|
23.9K
$670K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
206+ 0.57% |
$4.23K - $4.93K
|
36.3K
$1.02M
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
200New |
$4.11K - $4.79K
|
200
$5.61K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
200+ 0.8% |
$4.11K - $4.79K
|
25.2K
$708K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
199+ 1.81% |
$4.09K - $4.76K
|
11.2K
$315K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
192+ 5.79% |
$3.94K - $4.6K
|
3.51K
$98.3K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
153New |
$3.14K - $3.66K
|
153
$4.29K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
150New |
$3.08K - $3.59K
|
150
$4.21K
|