Purchases and Sales Made in Q4 2024 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.24M+ 85.05% |
$32.7M - $39.5M
|
2.7M
$75.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
94.4K+ 8580.73% |
$2.49M - $3M
|
95.5K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
94.3K+ 22.9% |
$2.48M - $2.99M
|
506K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
93.5KNew |
$2.46M - $2.97M
|
93.5K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$2.28M - $2.75M
|
86.6K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
82K+ 44.47% |
$2.16M - $2.6M
|
266K
$7.44M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72.7K+ 279.01% |
$1.92M - $2.31M
|
98.8K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65.6K+ 75.15% |
$1.73M - $2.08M
|
153K
$4.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
34.9KNew |
$920K - $1.11M
|
34.9K
$975K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.1K+ 51.8% |
$871K - $1.05M
|
96.9K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32K+ 46.68% |
$842K - $1.01M
|
100K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
23.8KNew |
$626K - $754K
|
23.8K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
23.3K+ 60.9% |
$613K - $738K
|
61.5K
$1.72M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
22.6KNew |
$595K - $718K
|
22.6K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
21.4K+ 17.19% |
$562K - $678K
|
146K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
21.1KNew |
$555K - $669K
|
21.1K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20.6KNew |
$543K - $655K
|
20.6K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17K+ 25.26% |
$448K - $540K
|
84.3K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.9K+ 18.18% |
$419K - $505K
|
103K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12K+ 31.63% |
$316K - $381K
|
49.9K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4K+ 94.16% |
$299K - $361K
|
23.4K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.1KNew |
$292K - $352K
|
11.1K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11K+ 13.31% |
$289K - $348K
|
93.4K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
10.8KNew |
$284K - $342K
|
10.8K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.1K+ 92.34% |
$265K - $319K
|
21K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$250K - $302K
|
9.5K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8.94KNew |
$235K - $284K
|
8.94K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.69K+ 42.47% |
$229K - $276K
|
29.2K
$814K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.17K+ 10.53% |
$189K - $227K
|
75.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.79KNew |
$179K - $215K
|
6.79K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 16.32% |
$160K - $193K
|
43.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
5.99KNew |
$158K - $190K
|
5.99K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.59K+ 36.7% |
$147K - $178K
|
20.8K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.39K+ 11.93% |
$142K - $171K
|
50.6K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.25KNew |
$138K - $166K
|
5.25K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.1K+ 8.59% |
$134K - $162K
|
64.5K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
5.07K+ 51.12% |
$134K - $161K
|
15K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Rule One Partners, LLC
Moreland, GA |
BUY
|
- |
5KNew |
$132K - $159K
|
5K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.86K+ 24.37% |
$128K - $154K
|
24.8K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.66K+ 5177.78% |
$123K - $148K
|
4.75K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.63K+ 5.39% |
$122K - $147K
|
90.5K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 21.99% |
$105K - $127K
|
22.1K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.86K+ 1.72% |
$102K - $122K
|
228K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.76K+ 18.16% |
$98.9K - $119K
|
24.4K
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.51K+ 36.32% |
$92.4K - $111K
|
13.2K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.21K+ 30.34% |
$84.4K - $102K
|
13.8K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.89K+ 10.08% |
$76K - $91.7K
|
31.5K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.87K+ 21.15% |
$75.5K - $91.1K
|
16.4K
$459K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.35K+ 10.54% |
$61.9K - $74.6K
|
24.7K
$688K
|