Purchases and Sales Made in Q4 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46.1K+ 667.83% |
$888K - $1.08M
|
53.1K
$1.49M
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
46.1K+ 4.65% |
$888K - $1.08M
|
1.04M
$29.1M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
42.5K+ 9.93% |
$818K - $991K
|
470K
$13.2M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39.5K+ 3.58% |
$759K - $920K
|
1.14M
$32M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
34K+ 278.07% |
$654K - $793K
|
46.2K
$1.3M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.3KNew |
$603K - $731K
|
31.3K
$879K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
30.6K+ 36.84% |
$590K - $715K
|
114K
$3.19M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 4.95% |
$555K - $673K
|
612K
$17.2M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
27.7K+ 256.81% |
$533K - $646K
|
38.5K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.1KNew |
$521K - $631K
|
27.1K
$759K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
25.8K+ 86.08% |
$496K - $601K
|
55.7K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Fore Capital, LLC
|
BUY
|
- |
25K+ 20.83% |
$481K - $583K
|
145K
$4.07M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
24.7KNew |
$475K - $575K
|
24.7K
$691K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.4K+ 3.74% |
$469K - $569K
|
676K
$19M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$446K - $540K
|
23.2K
$649K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.5K+ 19.67% |
$433K - $525K
|
137K
$3.84M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22.3KNew |
$429K - $520K
|
22.3K
$625K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22.1K+ 9.23% |
$426K - $516K
|
262K
$7.34M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.8K+ 28.4% |
$419K - $507K
|
98.3K
$2.76M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.7K+ 172.14% |
$417K - $505K
|
34.2K
$960K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
21.4K+ 30.87% |
$413K - $500K
|
90.8K
$2.55M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$406K - $492K
|
21.1K
$592K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.3K+ 38.69% |
$371K - $449K
|
69K
$1.94M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.2KNew |
$371K - $449K
|
19.2K
$540K
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.9KNew |
$363K - $440K
|
18.9K
$529K
|
|
Feb 14, 2024
Q4 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
18.7K+ 15.75% |
$360K - $436K
|
137K
$3.85M
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.7KNew |
$341K - $413K
|
17.7K
$496K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 1402.19% |
$333K - $404K
|
18.6K
$520K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
16.8KNew |
$323K - $391K
|
16.8K
$470K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.7KNew |
$322K - $390K
|
16.7K
$469K
|
|
Feb 14, 2024
Q4 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
16.2KNew |
$313K - $379K
|
16.2K
$455K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.6KNew |
$301K - $365K
|
15.6K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.6K+ 505.45% |
$300K - $364K
|
18.7K
$524K
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
15.5KNew |
$298K - $362K
|
15.5K
$435K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.4K+ 11.72% |
$297K - $360K
|
147K
$4.13M
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.3K+ 75.05% |
$295K - $358K
|
35.8K
$1M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
14K+ 693.41% |
$270K - $327K
|
16K
$449K
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.8K+ 8.86% |
$265K - $321K
|
169K
$4.74M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13.4KNew |
$258K - $313K
|
13.4K
$376K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$257K - $312K
|
13.4K
$375K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.3K+ 36.81% |
$255K - $309K
|
49.3K
$1.38M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.9K+ 74.53% |
$248K - $301K
|
30.2K
$848K
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12.9KNew |
$248K - $300K
|
12.9K
$361K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.1K+ 24.18% |
$233K - $282K
|
62.2K
$1.74M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$232K - $282K
|
12.1K
$339K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.7KNew |
$225K - $273K
|
11.7K
$328K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.5K+ 13.95% |
$222K - $269K
|
94.3K
$2.64M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.4K+ 4.65% |
$219K - $266K
|
256K
$7.19M
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
11.4K+ 52.92% |
$219K - $266K
|
32.9K
$922K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.4K+ 14.0% |
$219K - $265K
|
92.6K
$2.6M
|