A detailed history of Strategic Wealth Partners, Ltd. transactions in I Shares Silver Trust stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,223 shares of SLV stock, worth $148,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,223
Previous 3,106 3.77%
Holding current value
$148,129
Previous $101,000 34.65%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$32.73 - $42.5 $3,829 - $4,972
117 Added 3.77%
3,223 $136,000
Q2 2025

Aug 11, 2025

BUY
$27.08 - $33.74 $84,110 - $104,796
3,106 New
3,106 $101,000
Q3 2023

May 20, 2024

SELL
$20.34 - $23.1 $58,782 - $66,759
-2,890 Reduced 15.23%
16,087 $327,000
Q2 2023

May 20, 2024

BUY
$20.53 - $23.94 $59,824 - $69,761
2,914 Added 18.14%
18,977 $396,000
Q1 2023

Apr 24, 2023

BUY
$18.4 - $22.33 $6,274 - $7,614
341 Added 2.17%
16,063 $355,000
Q4 2022

Apr 24, 2023

SELL
$16.81 - $22.24 $16,171 - $21,394
-962 Reduced 5.77%
15,722 $346,000
Q3 2022

Apr 24, 2023

BUY
$16.38 - $19.17 $13,628 - $15,949
832 Added 5.25%
16,684 $291,000
Q2 2022

Aug 22, 2022

BUY
$18.64 - $23.87 $3,802 - $4,869
204 Added 1.3%
15,852 $295,000
Q1 2022

May 19, 2022

SELL
$20.51 - $24.45 $16,510 - $19,682
-805 Reduced 4.89%
15,648 $358,000
Q4 2021

Feb 11, 2022

BUY
$20.3 - $23.42 $333,995 - $385,329
16,453 New
16,453 $353,000
Q1 2019

May 14, 2019

SELL
$14.07 - $15.07 $379 - $406
-27 Closed
0 $0
Q4 2018

Jan 24, 2019

BUY
$13.15 - $14.52 $355 - $392
27 New
27 $0
Q2 2018

Sep 04, 2018

SELL
$15.07 - $16.26 $5,169 - $5,577
-343 Closed
0 $0
Q1 2018

Jul 13, 2018

BUY
$15.28 - $16.56 $5,241 - $5,680
343 New
343 $5,000

Others Institutions Holding SLV

About iShares Silver Trust


  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $24.1B
More about SLV
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.