Purchases and Sales Made in Q3 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 3.19% |
$30.5K - $34.7K
|
48.5K
$1.36M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.4K+ 6.87% |
$28.4K - $32.2K
|
21.7K
$609K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$26.1K - $29.7K
|
1.29K
$36K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.28K+ 3.21% |
$26K - $29.5K
|
41.1K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.25K+ 2.58% |
$25.4K - $28.9K
|
49.8K
$1.4M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$24.8K - $28.2K
|
1.22K
$34.2K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.12K+ 6.84% |
$22.7K - $25.8K
|
17.4K
$488K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.11K+ 1.76% |
$22.6K - $25.7K
|
64.3K
$1.8M
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.11K+ 7.85% |
$22.6K - $25.6K
|
15.3K
$428K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.07K+ 7.99% |
$21.7K - $24.6K
|
14.4K
$404K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.06KNew |
$21.5K - $24.4K
|
1.06K
$29.6K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.05K+ 0.72% |
$21.4K - $24.3K
|
147K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 4.31% |
$21K - $23.8K
|
24.9K
$699K
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
1K+ 24.91% |
$20.3K - $23.1K
|
5.02K
$141K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
981+ 31.99% |
$20K - $22.7K
|
4.05K
$114K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
973+ 1.08% |
$19.8K - $22.5K
|
91.2K
$2.56M
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
955+ 9.87% |
$19.4K - $22.1K
|
10.6K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
928+ 180.54% |
$18.9K - $21.4K
|
1.44K
$40.4K
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
902+ 7.87% |
$18.3K - $20.8K
|
12.4K
$347K
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
900+ 5.11% |
$18.3K - $20.8K
|
18.5K
$519K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
895+ 4.54% |
$18.2K - $20.7K
|
20.6K
$578K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
870+ 1.2% |
$17.7K - $20.1K
|
73.3K
$2.06M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
863New |
$17.6K - $19.9K
|
863
$24.2K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
805+ 6.3% |
$16.4K - $18.6K
|
13.6K
$381K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
800+ 2.2% |
$16.3K - $18.5K
|
37.2K
$1.04M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
774+ 26.78% |
$15.7K - $17.9K
|
3.66K
$103K
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
767+ 0.57% |
$15.6K - $17.7K
|
135K
$3.79M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
732+ 0.91% |
$14.9K - $16.9K
|
81.2K
$2.28M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
706+ 1.11% |
$14.4K - $16.3K
|
64.1K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
700+ 6.45% |
$14.2K - $16.2K
|
11.6K
$324K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
693+ 462.0% |
$14.1K - $16K
|
843
$23.6K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
656New |
$13.3K - $15.2K
|
656
$18.4K
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
645+ 5.57% |
$13.1K - $14.9K
|
12.2K
$343K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
644+ 2.11% |
$13.1K - $14.9K
|
31.1K
$872K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
608+ 0.54% |
$12.4K - $14K
|
113K
$3.16M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
584New |
$11.9K - $13.5K
|
584
$16.4K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
546+ 3.7% |
$11.1K - $12.6K
|
15.3K
$429K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500+ 100.0% |
$10.2K - $11.6K
|
1K
$28K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$10.2K - $11.6K
|
500
$14K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
494+ 66.67% |
$10K - $11.4K
|
1.24K
$34.6K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
450+ 17.65% |
$9.15K - $10.4K
|
3K
$84.1K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
450+ 3.92% |
$9.15K - $10.4K
|
11.9K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
445+ 4.12% |
$9.05K - $10.3K
|
11.2K
$315K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
440+ 3.93% |
$8.95K - $10.2K
|
11.6K
$326K
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
429+ 1.95% |
$8.73K - $9.91K
|
22.4K
$629K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
407New |
$8.28K - $9.4K
|
407
$11.4K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
372+ 0.48% |
$7.57K - $8.59K
|
78.5K
$2.2M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
350+ 2.49% |
$7.12K - $8.09K
|
14.4K
$404K
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
312+ 3.73% |
$6.35K - $7.21K
|
8.68K
$243K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
270+ 1.31% |
$5.49K - $6.24K
|
20.9K
$585K
|