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 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
978New |
$18.8K - $22.8K
|
978
$27.4K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
959New |
$18.5K - $22.4K
|
959
$26.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
925New |
$17.8K - $21.6K
|
925
$25.9K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
915New |
$17.6K - $21.3K
|
915
$25.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
902+ 1.57% |
$17.4K - $21K
|
58.5K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
850+ 7.36% |
$16.4K - $19.8K
|
12.4K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
833New |
$16K - $19.4K
|
833
$23.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
821+ 5.89% |
$15.8K - $19.2K
|
14.8K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
788+ 0.87% |
$15.2K - $18.4K
|
91.5K
$2.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
750+ 0.15% |
$14.4K - $17.5K
|
503K
$14.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
735+ 2.03% |
$14.1K - $17.1K
|
37K
$1.04M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
727New |
$14K - $17K
|
727
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
700+ 131.09% |
$13.5K - $16.3K
|
1.23K
$34.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
658+ 5.65% |
$12.7K - $15.4K
|
12.3K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$11.6K - $14K
|
600
$16.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
591+ 17.9% |
$11.4K - $13.8K
|
3.89K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
570+ 1.53% |
$11K - $13.3K
|
37.8K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
505+ 4.36% |
$9.72K - $11.8K
|
12.1K
$339K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 9.65% |
$9.63K - $11.7K
|
5.68K
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
500New |
$9.63K - $11.7K
|
500
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
490+ 3.2% |
$9.43K - $11.4K
|
15.8K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
488+ 1.0% |
$9.39K - $11.4K
|
49.3K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
450New |
$8.66K - $10.5K
|
450
$12.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
400+ 1.28% |
$7.7K - $9.33K
|
31.6K
$886K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
364+ 8.99% |
$7.01K - $8.49K
|
4.41K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
343+ 0.83% |
$6.6K - $8K
|
41.5K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
336+ 2.84% |
$6.47K - $7.84K
|
12.2K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
332+ 2.43% |
$6.39K - $7.75K
|
14K
$392K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
316+ 2.1% |
$6.08K - $7.37K
|
15.4K
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
316+ 2.1% |
$6.08K - $7.37K
|
15.4K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
308+ 0.86% |
$5.93K - $7.19K
|
36.3K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
302+ 4.89% |
$5.81K - $7.05K
|
6.48K
$182K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
299+ 55.06% |
$5.76K - $6.98K
|
842
$23.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
293New |
$5.64K - $6.84K
|
293
$8.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
292New |
$5.62K - $6.81K
|
292
$8.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
275New |
$5.29K - $6.42K
|
275
$7.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
270+ 28.3% |
$5.2K - $6.3K
|
1.22K
$34.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
265+ 8.34% |
$5.1K - $6.18K
|
3.44K
$96.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
242+ 1.5% |
$4.66K - $5.65K
|
16.3K
$458K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
242+ 0.87% |
$4.66K - $5.65K
|
28K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
229New |
$4.41K - $5.34K
|
229
$6.42K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 5.29% |
$4.33K - $5.25K
|
4.48K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
212+ 2.1% |
$4.08K - $4.95K
|
10.3K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200New |
$3.85K - $4.67K
|
200
$5.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
200New |
$3.85K - $4.67K
|
200
$5.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
200+ 2.0% |
$3.85K - $4.67K
|
10.2K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
200+ 1.21% |
$3.85K - $4.67K
|
16.8K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
197New |
$3.79K - $4.6K
|
197
$5.52K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
190+ 1.13% |
$3.66K - $4.43K
|
17K
$477K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
175+ 25.0% |
$3.37K - $4.08K
|
875
$24.5K
|