Wealth Plan Investment Management, LLC I Shares Silver Trust Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,298 shares of SLV stock, worth $335,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,298

Previous 7,335 0.5%

Holding current value

$335,416

Previous $240,000 28.75%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$32.73 - $42.5 $1,211 - $1,572	-37 Reduced 0.5%	7,298 $309,000
Q2 2025 Jul 28, 2025	BUY	$27.08 - $33.74 $198,631 - $247,482	7,335 New	7,335 $240,000
Q2 2023 Aug 14, 2023	BUY	$20.53 - $23.94 $34,018 - $39,668	1,657 Added 920.56%	1,837 $38,000
Q2 2023 Jul 25, 2023	SELL	$20.53 - $23.94 $17,347 - $20,229	-845 Reduced 82.44%	180 $3,000
Q1 2023 May 08, 2023	SELL	$18.4 - $22.33 $192,187 - $233,236	-10,445 Reduced 91.06%	1,025 $22,000

Q4 2022 Feb 15, 2023	SELL	$16.81 - $22.24 $12,321 - $16,301	-733 Reduced 6.01%	11,470 $252,000
Q3 2022 Dec 12, 2022	SELL	$16.38 - $19.17 $12,366 - $14,473	-755 Reduced 5.83%	12,203 $255,000
Q1 2022 Sep 07, 2022	BUY	$20.51 - $24.45 $265,768 - $316,823	12,958 New	12,958 $273,000

Others Institutions Holding SLV

# of Institutions

1,457

Shares Held

169M

Call Options Held

224M

Put Options Held

108M

View Full List

About iShares Silver Trust

Ticker SLV
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 524,350,000
Market Cap $24.1B

More about SLV

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Wealth Plan Investment Management, LLC I Shares Silver Trust Transaction History