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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-978- 6.33% |
$18.8K - $22.8K
|
14.5K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-990- 2.07% |
$19.1K - $23.1K
|
46.9K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-994- 8.05% |
$19.1K - $23.2K
|
11.4K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1K- 19.94% |
$19.3K - $23.3K
|
4.02K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1K- 3.65% |
$19.3K - $23.3K
|
26.4K
$741K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1K- 14.93% |
$19.3K - $23.3K
|
5.7K
$160K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1K- 10.97% |
$19.3K - $23.3K
|
8.12K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 91.22% |
$21.4K - $25.9K
|
107
$3K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.12K- 48.87% |
$21.6K - $26.1K
|
1.17K
$32.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.16K- 21.05% |
$22.2K - $26.9K
|
4.33K
$121K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 2.13% |
$22.5K - $27.2K
|
53.5K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.2K- 8.79% |
$23.1K - $28K
|
12.5K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.21K- 10.57% |
$23.4K - $28.3K
|
10.3K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.23K- 3.04% |
$23.6K - $28.6K
|
39.1K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 4.73% |
$23.9K - $29K
|
25K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.27K- 2.23% |
$24.4K - $29.6K
|
55.6K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.3K- 11.68% |
$25K - $30.3K
|
9.83K
$276K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.32% |
$25K - $30.3K
|
54.6K
$1.53M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.3K- 7.7% |
$25K - $30.3K
|
15.6K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.3K- 5.25% |
$25.1K - $30.4K
|
23.5K
$659K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.35K- 7.36% |
$26K - $31.5K
|
17K
$477K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.37K- 10.71% |
$26.4K - $32K
|
11.4K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.38K- 3.73% |
$26.6K - $32.2K
|
35.6K
$998K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.4K- 2.01% |
$27K - $32.7K
|
68.4K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.42K- 6.56% |
$27.2K - $33K
|
20.2K
$565K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.42K- 4.3% |
$27.3K - $33.1K
|
31.6K
$885K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.42K- 9.01% |
$27.4K - $33.2K
|
14.4K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.5K- 3.99% |
$28.9K - $35K
|
36.1K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.5K- 2.64% |
$28.9K - $35K
|
55.3K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.55K- 12.62% |
$29.8K - $36.1K
|
10.7K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 0.81% |
$31K - $37.5K
|
198K
$5.56M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.69K- 7.95% |
$32.6K - $39.5K
|
19.6K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.71K- 11.9% |
$33K - $40K
|
12.7K
$356K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.78K- 1.16% |
$34.2K - $41.4K
|
151K
$4.23M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.82K- 5.75% |
$35K - $42.5K
|
29.8K
$836K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.94K- 31.69% |
$37.3K - $45.2K
|
4.18K
$117K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.06K- 6.52% |
$39.7K - $48.1K
|
29.6K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.09K- 15.77% |
$40.3K - $48.8K
|
11.2K
$313K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.16K- 15.59% |
$41.5K - $50.3K
|
11.7K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.22K- 1.96% |
$42.7K - $51.7K
|
111K
$3.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.22K- 5.67% |
$42.7K - $51.8K
|
37K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.23K- 19.12% |
$42.8K - $51.9K
|
9.41K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.24K- 3.81% |
$43K - $52.1K
|
56.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.32K- 7.47% |
$44.7K - $54.2K
|
28.8K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.36K- 7.57% |
$45.4K - $55K
|
28.8K
$807K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.38K- 1.76% |
$45.8K - $55.5K
|
133K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.43K- 14.65% |
$46.7K - $56.6K
|
14.1K
$396K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.6K- 13.4% |
$50.1K - $60.7K
|
16.8K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.64K- 13.84% |
$50.8K - $61.6K
|
16.4K
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.7K- 61.36% |
$52K - $63K
|
1.7K
$47.7K
|