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 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.42K+ 39.3% |
$85.1K - $103K
|
15.7K
$439K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
4.4K+ 880.2% |
$84.7K - $103K
|
4.9K
$137K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.22K+ 30.07% |
$81.3K - $98.5K
|
18.3K
$512K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
3.9K+ 89.1% |
$75.1K - $91K
|
8.28K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.89K+ 1.17% |
$74.9K - $90.7K
|
336K
$9.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.82K+ 5.19% |
$73.5K - $89.1K
|
77.3K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.75K+ 3232.76% |
$72.2K - $87.5K
|
3.87K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.73K+ 0.51% |
$71.7K - $86.9K
|
741K
$20.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.6KNew |
$69.2K - $83.9K
|
3.6K
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.55KNew |
$68.3K - $82.7K
|
3.55K
$99.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3.38KNew |
$65.1K - $78.9K
|
3.38K
$94.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 1.16% |
$65K - $78.8K
|
294K
$8.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.97K+ 2.57% |
$57.1K - $69.2K
|
119K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.89K+ 5.89% |
$55.7K - $67.5K
|
52K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.7KNew |
$52K - $63K
|
2.7K
$75.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.67K+ 21.91% |
$51.4K - $62.3K
|
14.9K
$417K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.65K+ 7.91% |
$51K - $61.8K
|
36.2K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.6KNew |
$50.1K - $60.7K
|
2.6K
$72.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.54KNew |
$48.8K - $59.2K
|
2.54K
$71.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.53K+ 23.24% |
$48.7K - $59K
|
13.4K
$376K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.23K+ 31.18% |
$43K - $52.1K
|
9.39K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.19K+ 17.73% |
$42.2K - $51.1K
|
14.6K
$408K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.15K+ 71.63% |
$41.4K - $50.1K
|
5.15K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.13K+ 6.62% |
$41K - $49.7K
|
34.3K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2KNew |
$38.5K - $46.7K
|
2K
$56.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2K+ 20.0% |
$38.5K - $46.7K
|
12K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 6.36% |
$38.1K - $46.2K
|
33.1K
$929K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.96K+ 0.62% |
$37.7K - $45.6K
|
315K
$8.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.93KNew |
$37.1K - $44.9K
|
1.93K
$54K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.88K+ 1.22% |
$36.2K - $43.9K
|
157K
$4.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.75K+ 13.43% |
$33.7K - $40.8K
|
14.8K
$414K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.74KNew |
$33.5K - $40.6K
|
1.74K
$48.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.6K+ 3.29% |
$30.8K - $37.4K
|
50.2K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.57KNew |
$30.2K - $36.6K
|
1.57K
$43.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.55KNew |
$29.8K - $36.2K
|
1.55K
$43.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 4.31% |
$29.2K - $35.3K
|
36.7K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.5K+ 42.86% |
$28.9K - $35K
|
5K
$140K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5K+ 7.6% |
$28.8K - $34.9K
|
21.2K
$594K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.43K+ 16.72% |
$27.4K - $33.2K
|
9.95K
$279K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.38K+ 2.17% |
$26.5K - $32.1K
|
64.8K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.35K+ 9.78% |
$26K - $31.6K
|
15.2K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 6.12% |
$26K - $31.5K
|
23.4K
$657K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 771.52% |
$23.5K - $28.4K
|
1.38K
$38.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.2KNew |
$23.1K - $28K
|
1.2K
$33.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.11KNew |
$21.3K - $25.8K
|
1.11K
$31K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.74% |
$20.5K - $24.8K
|
23.5K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.06K+ 3.52% |
$20.3K - $24.6K
|
31K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.04KNew |
$19.9K - $24.1K
|
1.04K
$29K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.52% |
$19.4K - $23.5K
|
19.2K
$539K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1KNew |
$19.3K - $23.3K
|
1K
$28K
|