Purchases and Sales Made in Q2 2023 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q2 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 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82.4K+ 204.66% |
$1.69M - $1.97M
|
123K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81.9K+ 26.81% |
$1.68M - $1.96M
|
387K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.3K+ 280.68% |
$1.67M - $1.95M
|
110K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
79.6K+ 154.36% |
$1.64M - $1.91M
|
131K
$3.62M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
77.5KNew |
$1.59M - $1.86M
|
77.5K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
77K+ 9.64% |
$1.58M - $1.84M
|
875K
$24.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.1K+ 34.38% |
$1.5M - $1.75M
|
286K
$7.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
72.4K+ 95.57% |
$1.49M - $1.73M
|
148K
$4.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
72.2K+ 24.94% |
$1.48M - $1.73M
|
362K
$9.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
70.3KNew |
$1.44M - $1.68M
|
70.3K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69K+ 11.74% |
$1.42M - $1.65M
|
657K
$18.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
BUY
|
- |
69KNew |
$1.42M - $1.65M
|
69K
$1.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
69K+ 4.97% |
$1.42M - $1.65M
|
1.46M
$40.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
68.2K+ 24.52% |
$1.4M - $1.63M
|
346K
$9.56M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
63.5KNew |
$1.3M - $1.52M
|
63.5K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.1K+ 66.2% |
$1.25M - $1.46M
|
153K
$4.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
56.6K+ 274.8% |
$1.16M - $1.36M
|
77.2K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
55.9KNew |
$1.15M - $1.34M
|
55.9K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53.9K+ 90.34% |
$1.11M - $1.29M
|
114K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.2K+ 111.02% |
$1.03M - $1.2M
|
95.5K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.9K+ 9.09% |
$1.02M - $1.19M
|
598K
$16.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.5K+ 40.22% |
$1.02M - $1.19M
|
173K
$4.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.5K+ 31.03% |
$975K - $1.14M
|
200K
$5.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.8K+ 22.04% |
$940K - $1.1M
|
254K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
44.5K+ 3180.64% |
$914K - $1.07M
|
45.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
43.4K+ 406.15% |
$891K - $1.04M
|
54.1K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.3K+ 37.49% |
$889K - $1.04M
|
159K
$4.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
43KNew |
$882K - $1.03M
|
43K
$1.19M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40.3KNew |
$827K - $965K
|
40.3K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
39.6K+ 242.8% |
$814K - $949K
|
55.9K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 246.77% |
$809K - $943K
|
55.3K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.1K+ 2.44% |
$639K - $745K
|
1.31M
$36.1M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30KNew |
$615K - $718K
|
30K
$828K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
28.7K+ 251.58% |
$589K - $687K
|
40.1K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
26.4KNew |
$542K - $632K
|
26.4K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.6KNew |
$525K - $612K
|
25.6K
$706K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.9K+ 25.83% |
$510K - $595K
|
121K
$3.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
24K+ 12.13% |
$492K - $574K
|
221K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.6K+ 1.57% |
$463K - $540K
|
1.46M
$40.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
22.1KNew |
$454K - $529K
|
22.1K
$610K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22KNew |
$452K - $527K
|
22K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.8KNew |
$447K - $521K
|
21.8K
$601K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21.5K+ 146.6% |
$441K - $514K
|
36.1K
$997K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
19.8KNew |
$406K - $474K
|
19.8K
$546K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.4KNew |
$398K - $464K
|
19.4K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19K+ 17.42% |
$389K - $454K
|
128K
$3.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.4KNew |
$377K - $439K
|
18.4K
$507K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.6K+ 4.38% |
$362K - $422K
|
420K
$11.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
17.3K+ 1.84% |
$355K - $414K
|
954K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 16.74% |
$354K - $413K
|
120K
$3.32M
|