Purchases and Sales Made in Q1 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q1 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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
500+ 2.31% |
$9.2K - $11.2K
|
22.2K
$612K
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
488+ 5.08% |
$8.98K - $10.9K
|
10.1K
$279K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
460+ 4.49% |
$8.46K - $10.3K
|
10.7K
$296K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
447+ 0.14% |
$8.22K - $9.98K
|
320K
$8.83M
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
440+ 4.67% |
$8.1K - $9.83K
|
9.86K
$272K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
436+ 2.04% |
$8.02K - $9.74K
|
21.8K
$601K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
420New |
$7.73K - $9.38K
|
420
$11.6K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
400New |
$7.36K - $8.93K
|
400
$11K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
400+ 1.36% |
$7.36K - $8.93K
|
29.9K
$824K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
398+ 179.28% |
$7.32K - $8.89K
|
620
$17.1K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
389+ 15.28% |
$7.16K - $8.69K
|
2.93K
$81K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
375+ 1.95% |
$6.9K - $8.37K
|
19.6K
$541K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
368+ 2.53% |
$6.77K - $8.22K
|
14.9K
$412K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
341+ 2.17% |
$6.27K - $7.61K
|
16.1K
$443K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
328New |
$6.04K - $7.32K
|
328
$9.06K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
314+ 1.64% |
$5.78K - $7.01K
|
19.5K
$538K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
309+ 6.34% |
$5.69K - $6.9K
|
5.18K
$143K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 0.66% |
$5.52K - $6.7K
|
45.8K
$1.27M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$5.52K - $6.7K
|
300
$8.28K
|
|
May 12, 2023
Q1 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
298+ 0.41% |
$5.48K - $6.65K
|
72.2K
$1.99M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
295New |
$5.43K - $6.59K
|
295
$8.14K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 2.83% |
$5.32K - $6.45K
|
10.5K
$290K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
265+ 0.37% |
$4.88K - $5.92K
|
71K
$1.96M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
251+ 1.49% |
$4.62K - $5.6K
|
17.1K
$471K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
235+ 18.3% |
$4.32K - $5.25K
|
1.52K
$41.9K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
221New |
$4.07K - $4.93K
|
221
$6.1K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
220+ 0.58% |
$4.05K - $4.91K
|
38.2K
$1.05M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
210+ 1.59% |
$3.86K - $4.69K
|
13.4K
$370K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200+ 18.08% |
$3.68K - $4.47K
|
1.31K
$36.1K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
183+ 39.52% |
$3.37K - $4.09K
|
646
$17.8K
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
175+ 0.39% |
$3.22K - $3.91K
|
44.5K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
162+ 0.17% |
$2.98K - $3.62K
|
94.3K
$2.6M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
154+ 0.14% |
$2.83K - $3.44K
|
112K
$3.08M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150+ 27.27% |
$2.76K - $3.35K
|
700
$19.3K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
136+ 4.28% |
$2.5K - $3.04K
|
3.32K
$91.5K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
125+ 0.25% |
$2.3K - $2.79K
|
49.3K
$1.36M
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
100+ 0.32% |
$1.84K - $2.23K
|
31.5K
$869K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
100New |
$1.84K - $2.23K
|
100
$2.76K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
100+ 59.88% |
$1.84K - $2.23K
|
267
$7.37K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100+ 11.11% |
$1.84K - $2.23K
|
1K
$27.6K
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
86+ 0.79% |
$1.58K - $1.92K
|
11K
$304K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 0.24% |
$865 - $1.05K
|
19.7K
$545K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 2.8% |
$478 - $581
|
954
$26.3K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22New |
$405 - $491
|
22
$607
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8+ 0.06% |
$147 - $179
|
12.6K
$347K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.01% |
$92 - $112
|
68.8K
$1.9M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2- 0.02% |
$36.8 - $44.7
|
10K
$277K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.02% |
$166 - $201
|
55.7K
$1.54M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 1.02% |
$184 - $223
|
967
$26.7K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 28.57% |
$184 - $223
|
25
$690
|