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 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
155New |
$2.98K - $3.62K
|
155
$4.35K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
144+ 1.45% |
$2.77K - $3.36K
|
10.1K
$283K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
135New |
$2.6K - $3.15K
|
135
$3.79K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
129+ 0.62% |
$2.48K - $3.01K
|
21K
$589K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
115+ 13.64% |
$2.21K - $2.68K
|
958
$26.9K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 3.83% |
$1.93K - $2.33K
|
2.71K
$76K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
100+ 0.55% |
$1.93K - $2.33K
|
18.2K
$510K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$1.93K - $2.33K
|
100
$2.8K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
78+ 4.46% |
$1.5K - $1.82K
|
1.83K
$51.3K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
71+ 7.04% |
$1.37K - $1.66K
|
1.08K
$30.3K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
70+ 1.91% |
$1.35K - $1.63K
|
3.73K
$105K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 2.61% |
$1.27K - $1.54K
|
2.6K
$72.8K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
60+ 0.27% |
$1.16K - $1.4K
|
22.4K
$627K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$963 - $1.17K
|
50
$1.4K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 0.36% |
$963 - $1.17K
|
14K
$392K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$866 - $1.05K
|
14.1K
$395K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
45+ 0.23% |
$866 - $1.05K
|
19.2K
$539K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$385 - $467
|
20
$561
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
19New |
$366 - $443
|
19
$533
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 3.16% |
$231 - $280
|
392
$11K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 1.03% |
$193 - $233
|
977
$27.4K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5+ 0.01% |
$96.3 - $117
|
84.1K
$2.36M
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$38.5 - $46.7
|
16.3K
$457K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1New |
$19.3 - $23.3
|
1
$28
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-1- -0.0% |
$19.3 - $23.3
|
279K
$7.83M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7- 0.01% |
$135 - $163
|
86.8K
$2.43M
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13- 0.1% |
$250 - $303
|
12.9K
$362K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.12% |
$289 - $350
|
12.2K
$342K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-17- 0.15% |
$327 - $397
|
11.1K
$311K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.2% |
$578 - $700
|
14.8K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-30- 0.04% |
$578 - $700
|
68.7K
$1.93M
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-40- 0.41% |
$770 - $933
|
9.79K
$275K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 6.67% |
$963 - $1.17K
|
700
$19.6K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-58- 0.39% |
$1.12K - $1.35K
|
14.8K
$415K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-59- 0.24% |
$1.14K - $1.38K
|
24.6K
$689K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-65- 0.26% |
$1.25K - $1.52K
|
25.2K
$706K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-75- 5.53% |
$1.44K - $1.75K
|
1.28K
$35.9K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 12.06% |
$1.52K - $1.84K
|
576
$16.2K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-80- 1.39% |
$1.54K - $1.87K
|
5.67K
$159K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-81- 0.17% |
$1.56K - $1.89K
|
47.3K
$1.33M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-91- 0.36% |
$1.75K - $2.12K
|
25.2K
$707K
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
SELL
|
- |
-100- 0.31% |
$1.93K - $2.33K
|
31.8K
$891K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-100- 0.15% |
$1.93K - $2.33K
|
65K
$1.82M
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-100- 4.66% |
$1.93K - $2.33K
|
2.05K
$57.4K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-104- 0.54% |
$2K - $2.43K
|
19.1K
$535K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-106- 27.75% |
$2.04K - $2.47K
|
276
$7.74K
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-141- 0.43% |
$2.71K - $3.29K
|
33K
$924K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-157- 0.72% |
$3.02K - $3.66K
|
21.7K
$608K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-160- 6.63% |
$3.08K - $3.73K
|
2.26K
$63.2K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-175- 77.78% |
$3.37K - $4.08K
|
50
$1.4K
|