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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-200- 57.14% |
$3.85K - $4.67K
|
150
$4.21K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-200- 1.66% |
$3.85K - $4.67K
|
11.8K
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-213- 0.77% |
$4.1K - $4.97K
|
27.4K
$769K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-237- 1.07% |
$4.56K - $5.53K
|
22K
$616K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-300- 1.76% |
$5.78K - $7K
|
16.7K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-324- 2.12% |
$6.24K - $7.56K
|
14.9K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-342- 1.85% |
$6.58K - $7.98K
|
18.2K
$510K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-364- 1.77% |
$7.01K - $8.49K
|
20.2K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-364- 3.28% |
$7.01K - $8.49K
|
10.7K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-400- 98.28% |
$7.7K - $9.33K
|
7
$196
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-400- 88.89% |
$7.7K - $9.33K
|
50
$1.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-409- 1.44% |
$7.87K - $9.54K
|
28.1K
$787K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-431- 0.29% |
$8.3K - $10.1K
|
146K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-431- 11.52% |
$8.3K - $10.1K
|
3.31K
$92.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-450- 2.37% |
$8.66K - $10.5K
|
18.5K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-470- 31.97% |
$9.05K - $11K
|
1K
$28K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-480- 96.0% |
$9.24K - $11.2K
|
20
$561
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-486- 4.89% |
$9.36K - $11.3K
|
9.46K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-493- 6.69% |
$9.49K - $11.5K
|
6.88K
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-500- 4.33% |
$9.63K - $11.7K
|
11K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 1.08% |
$9.63K - $11.7K
|
45.8K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-510- 1.04% |
$9.82K - $11.9K
|
48.4K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-528- 26.04% |
$10.2K - $12.3K
|
1.5K
$42.1K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-545- 4.18% |
$10.5K - $12.7K
|
12.5K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-570- 86.63% |
$11K - $13.3K
|
88
$2.47K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-594- 0.9% |
$11.4K - $13.9K
|
65.5K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-598- 3.54% |
$11.5K - $14K
|
16.3K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-600- 89.55% |
$11.6K - $14K
|
70
$1.96K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-605- 3.63% |
$11.6K - $14.1K
|
16.1K
$451K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-645- 37.94% |
$12.4K - $15K
|
1.06K
$29.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-645- 0.75% |
$12.4K - $15K
|
85.8K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-650- 3.47% |
$12.5K - $15.2K
|
18.1K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-661- 3.44% |
$12.7K - $15.4K
|
18.6K
$521K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-661- 3.05% |
$12.7K - $15.4K
|
21K
$590K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-700- 4.86% |
$13.5K - $16.3K
|
13.7K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-716- 5.07% |
$13.8K - $16.7K
|
13.4K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-761- 0.43% |
$14.6K - $17.8K
|
176K
$4.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-812- 6.64% |
$15.6K - $18.9K
|
11.4K
$320K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-820- 1.69% |
$15.8K - $19.1K
|
47.7K
$1.34M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-849- 44.04% |
$16.3K - $19.8K
|
1.08K
$30.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-850- 5.58% |
$16.4K - $19.8K
|
14.4K
$403K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-888- 2.99% |
$17.1K - $20.7K
|
28.8K
$809K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-891- 3.06% |
$17.2K - $20.8K
|
28.2K
$791K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-900- 12.83% |
$17.3K - $21K
|
6.11K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-909- 1.73% |
$17.5K - $21.2K
|
51.5K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-911- 0.93% |
$17.5K - $21.3K
|
97.5K
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-922- 10.9% |
$17.7K - $21.5K
|
7.54K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-929- 1.01% |
$17.9K - $21.7K
|
91.3K
$2.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-930- 21.57% |
$17.9K - $21.7K
|
3.38K
$94.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-954- 9.29% |
$18.4K - $22.3K
|
9.31K
$261K
|