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 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.3KNew |
$217K - $263K
|
11.3K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$214K - $260K
|
11.1K
$319K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
11.1KNew |
$213K - $258K
|
11.1K
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.8KNew |
$207K - $251K
|
10.8K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6K+ 93.22% |
$205K - $248K
|
22K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6KNew |
$203K - $247K
|
10.6K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
10.5KNew |
$202K - $245K
|
10.5K
$301K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.4KNew |
$201K - $243K
|
10.4K
$299K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.2K+ 34.64% |
$196K - $237K
|
39.6K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.2K+ 34.64% |
$196K - $237K
|
39.6K
$1.13M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$195K - $236K
|
10.1K
$290K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$194K - $235K
|
10.1K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10KNew |
$193K - $233K
|
10K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
9.85KNew |
$190K - $230K
|
9.85K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.82KNew |
$189K - $229K
|
9.82K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.8KNew |
$189K - $229K
|
9.8K
$281K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9.6KNew |
$185K - $224K
|
9.6K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.56KNew |
$184K - $223K
|
9.56K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
9.54KNew |
$184K - $223K
|
9.54K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.35KNew |
$180K - $218K
|
9.35K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
9.22KNew |
$178K - $215K
|
9.22K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9.2KNew |
$177K - $215K
|
9.2K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.2KNew |
$177K - $215K
|
9.2K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.19KNew |
$177K - $214K
|
9.19K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.05K+ 76.96% |
$174K - $211K
|
20.8K
$596K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.99K+ 8.39% |
$173K - $210K
|
116K
$3.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8.78KNew |
$169K - $205K
|
8.78K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
8.65KNew |
$166K - $202K
|
8.65K
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.52K+ 4.38% |
$164K - $199K
|
203K
$5.82M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
8.09K+ 42557.89% |
$156K - $189K
|
8.11K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.94K+ 2009.37% |
$153K - $185K
|
8.33K
$239K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
6.75KNew |
$130K - $157K
|
6.75K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6.71KNew |
$129K - $157K
|
6.71K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.53K+ 65.62% |
$126K - $152K
|
16.5K
$472K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.5K+ 40.47% |
$125K - $152K
|
22.6K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.28K+ 10.19% |
$121K - $146K
|
67.8K
$1.94M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.82K+ 606.67% |
$112K - $136K
|
6.78K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.81K+ 178.76% |
$112K - $135K
|
9.05K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.4K+ 6.88% |
$104K - $126K
|
83.9K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28K+ 4.35% |
$102K - $123K
|
127K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
5.26K+ 1.03% |
$101K - $123K
|
517K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.2K+ 9.58% |
$100K - $121K
|
59.4K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.15K+ 43.97% |
$99.1K - $120K
|
16.9K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.15K+ 5.46% |
$99K - $120K
|
99.4K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.02K+ 11.62% |
$96.6K - $117K
|
48.2K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
5K+ 20.0% |
$96.3K - $117K
|
30K
$860K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
4.88KNew |
$93.8K - $114K
|
4.88K
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.65KNew |
$89.6K - $109K
|
4.65K
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 17.18% |
$88.4K - $107K
|
31.3K
$898K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.55K+ 2273.5% |
$87.5K - $106K
|
4.75K
$136K
|