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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.43K+ 20.06% |
$49.8K - $58.1K
|
14.5K
$406K
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.42K+ 19.86% |
$49.6K - $57.9K
|
14.6K
$407K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.37K+ 5.88% |
$48.6K - $56.7K
|
42.7K
$1.19M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 4.38% |
$46.7K - $54.4K
|
54.2K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.27K+ 7.15% |
$46.6K - $54.3K
|
34K
$949K
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16K+ 4.65% |
$44.2K - $51.6K
|
48.5K
$1.35M
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.15K+ 0.29% |
$44.1K - $51.5K
|
739K
$20.6M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.04K+ 12.72% |
$41.9K - $48.9K
|
18.1K
$505K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.01KNew |
$41.3K - $48.2K
|
2.01K
$56.2K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.01K+ 8.83% |
$41.2K - $48K
|
24.7K
$690K
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2K+ 13.2% |
$41.1K - $47.9K
|
17.2K
$479K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2K+ 129.2% |
$41.1K - $47.9K
|
3.55K
$99K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.99K+ 2.8% |
$40.8K - $47.5K
|
73K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.99K+ 11.81% |
$40.8K - $47.5K
|
18.8K
$524K
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.96K+ 68.72% |
$40.1K - $46.8K
|
4.8K
$134K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.84K+ 2.87% |
$37.8K - $44K
|
66K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.8K+ 5.28% |
$37K - $43.1K
|
35.9K
$1M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.78K+ 1.88% |
$36.5K - $42.5K
|
96.1K
$2.68M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.77K+ 136.83% |
$36.4K - $42.4K
|
3.07K
$85.6K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 17.71% |
$34.6K - $40.3K
|
11.2K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.67K+ 754.3% |
$34.2K - $39.9K
|
1.89K
$52.7K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 920.56% |
$34K - $39.7K
|
1.84K
$51.3K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 7.98% |
$33.8K - $39.4K
|
22.3K
$622K
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.64K+ 2.85% |
$33.7K - $39.3K
|
59.2K
$1.65M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.61K+ 3.59% |
$33K - $38.5K
|
46.4K
$1.29M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.54K+ 15.52% |
$31.7K - $36.9K
|
11.5K
$320K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.53K+ 4.77% |
$31.5K - $36.7K
|
33.7K
$939K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.53K+ 4.77% |
$31.5K - $36.7K
|
33.7K
$939K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.51K+ 2.8% |
$30.9K - $36.1K
|
55.4K
$1.55M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.5K+ 284.09% |
$30.8K - $35.9K
|
2.03K
$56.6K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5K+ 7.61% |
$30.8K - $35.9K
|
21.2K
$592K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.46KNew |
$29.9K - $34.8K
|
1.46K
$40.6K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.45K+ 3.84% |
$29.7K - $34.7K
|
39.2K
$1.09M
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
1.42K+ 11.9% |
$29.2K - $34.1K
|
13.4K
$373K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.4K+ 5.08% |
$28.7K - $33.5K
|
29K
$809K
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.37K+ 0.27% |
$28.1K - $32.8K
|
517K
$14.4M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 9.82% |
$27.6K - $32.2K
|
15K
$420K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.27K+ 11.95% |
$26.1K - $30.5K
|
11.9K
$333K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.2K+ 2.62% |
$24.6K - $28.7K
|
47K
$1.31M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.18K+ 3.35% |
$24.1K - $28.1K
|
36.3K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.18K+ 7.28% |
$24.1K - $28.1K
|
17.3K
$483K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.11K+ 90.99% |
$22.8K - $26.6K
|
2.33K
$65.1K
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.09K+ 0.74% |
$22.4K - $26.1K
|
148K
$4.12M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.07K+ 4.56% |
$22K - $25.6K
|
24.6K
$685K
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
1.06K+ 8.7% |
$21.8K - $25.4K
|
13.2K
$370K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1K+ 40.0% |
$20.5K - $23.9K
|
3.5K
$97.7K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
972+ 1.45% |
$20K - $23.3K
|
68K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
954+ 1.43% |
$19.6K - $22.8K
|
67.8K
$1.89M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
954New |
$19.6K - $22.8K
|
954
$26.6K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
929+ 5.74% |
$19.1K - $22.2K
|
17.1K
$478K
|