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 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-183- 0.31% |
$3.76K - $4.38K
|
58.9K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 1.94% |
$4.11K - $4.79K
|
10.1K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 3.38% |
$4.11K - $4.79K
|
5.72K
$161K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-215- 3.41% |
$4.41K - $5.15K
|
6.09K
$171K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-218- 0.73% |
$4.48K - $5.22K
|
29.8K
$837K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-236- 1.43% |
$4.85K - $5.65K
|
16.3K
$457K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-240- 0.16% |
$4.93K - $5.75K
|
149K
$4.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-242- 0.72% |
$4.97K - $5.79K
|
33.5K
$939K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-285- 0.71% |
$5.85K - $6.82K
|
39.8K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-300- 2.43% |
$6.16K - $7.18K
|
12K
$338K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-300- 0.47% |
$6.16K - $7.18K
|
63.2K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-340- 2.89% |
$6.98K - $8.14K
|
11.4K
$321K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-340- 2.29% |
$6.98K - $8.14K
|
14.5K
$407K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-350- 69.31% |
$7.19K - $8.38K
|
155
$4.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-364- 2.06% |
$7.47K - $8.71K
|
17.3K
$485K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-366- 2.56% |
$7.51K - $8.76K
|
13.9K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-370- 2.51% |
$7.6K - $8.86K
|
14.4K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-372- 0.36% |
$7.64K - $8.91K
|
102K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-394- 0.28% |
$8.09K - $9.43K
|
139K
$3.89M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-400- 37.81% |
$8.21K - $9.58K
|
658
$18.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-400- 40.0% |
$8.21K - $9.58K
|
600
$16.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-400- 2.79% |
$8.21K - $9.58K
|
14K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-453- 2.62% |
$9.3K - $10.8K
|
16.8K
$472K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-456- 2.29% |
$9.36K - $10.9K
|
19.5K
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-457- 1.03% |
$9.38K - $10.9K
|
43.8K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-477- 0.41% |
$9.79K - $11.4K
|
116K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-491- 0.44% |
$10.1K - $11.8K
|
112K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-492- 1.75% |
$10.1K - $11.8K
|
27.5K
$772K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-500- 4.21% |
$10.3K - $12K
|
11.4K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-500- 38.28% |
$10.3K - $12K
|
806
$22.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-500- 3.9% |
$10.3K - $12K
|
12.3K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-572- 1.53% |
$11.7K - $13.7K
|
36.8K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-596- 2.28% |
$12.2K - $14.3K
|
25.5K
$716K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-598- 0.89% |
$12.3K - $14.3K
|
66.2K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-633- 12.77% |
$13K - $15.2K
|
4.33K
$121K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-635- 6.07% |
$13K - $15.2K
|
9.82K
$275K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-650- 16.12% |
$13.3K - $15.6K
|
3.38K
$94.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Aegis Financial Corp
Mc Lean, VA |
SELL
|
- |
-695- 1.62% |
$14.3K - $16.6K
|
42.2K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-700- 3.95% |
$14.4K - $16.8K
|
17K
$477K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-718- 2.95% |
$14.7K - $17.2K
|
23.6K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-727- 2.67% |
$14.9K - $17.4K
|
26.5K
$743K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-730- 1.28% |
$15K - $17.5K
|
56.2K
$1.58M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-738- 14.8% |
$15.2K - $17.7K
|
4.25K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-845- 82.44% |
$17.3K - $20.2K
|
180
$5.05K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-858- 7.03% |
$17.6K - $20.5K
|
11.3K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-878- 5.58% |
$18K - $21K
|
14.9K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-900- 3.02% |
$18.5K - $21.5K
|
29K
$812K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-910- 6.63% |
$18.7K - $21.8K
|
12.8K
$359K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-956- 0.9% |
$19.6K - $22.9K
|
105K
$2.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-988- 5.22% |
$20.3K - $23.7K
|
18K
$503K
|