Purchases and Sales Made in Q4 2021 in I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV) during Q4 2021. 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 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
396+ 1.26% |
$8.04K - $9.27K
|
31.7K
$949K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
396+ 1.26% |
$8.04K - $9.27K
|
31.7K
$949K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
380+ 1.85% |
$7.71K - $8.9K
|
20.9K
$627K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
380+ 11.9% |
$7.71K - $8.9K
|
3.57K
$107K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
375+ 93.75% |
$7.61K - $8.78K
|
775
$23.2K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
368New |
$7.47K - $8.62K
|
368
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
350+ 2.84% |
$7.11K - $8.2K
|
12.7K
$379K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
345+ 28.75% |
$7K - $8.08K
|
1.55K
$46.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
328New |
$6.66K - $7.68K
|
328
$9.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
325+ 4.98% |
$6.6K - $7.61K
|
6.86K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 1.81% |
$6.31K - $7.28K
|
17.5K
$523K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
310+ 39.79% |
$6.29K - $7.26K
|
1.09K
$32.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
300New |
$6.09K - $7.03K
|
300
$8.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
288+ 2.74% |
$5.85K - $6.74K
|
10.8K
$323K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
273+ 2.01% |
$5.54K - $6.39K
|
13.9K
$416K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
270+ 36.99% |
$5.48K - $6.32K
|
1K
$30K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
253+ 0.16% |
$5.14K - $5.93K
|
161K
$4.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
250+ 555.56% |
$5.08K - $5.86K
|
295
$8.84K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
250New |
$5.08K - $5.86K
|
250
$7.49K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
225New |
$4.57K - $5.27K
|
225
$6.74K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
185New |
$3.76K - $4.33K
|
185
$5.54K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
173+ 0.33% |
$3.51K - $4.05K
|
53.1K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
170New |
$3.45K - $3.98K
|
170
$5.09K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
167New |
$3.39K - $3.91K
|
167
$5K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
161+ 1.17% |
$3.27K - $3.77K
|
13.9K
$416K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
131+ 0.14% |
$2.66K - $3.07K
|
92.8K
$2.78M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$2.03K - $2.34K
|
100
$3K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 1.93% |
$2.03K - $2.34K
|
5.28K
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83+ 0.64% |
$1.68K - $1.94K
|
13K
$390K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
76+ 0.78% |
$1.54K - $1.78K
|
9.83K
$294K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71+ 7.7% |
$1.44K - $1.66K
|
993
$29.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$1.22K - $1.41K
|
60
$1.8K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49+ 4.03% |
$995 - $1.15K
|
1.27K
$37.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.28% |
$914 - $1.05K
|
15.9K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39+ 12.79% |
$792 - $913
|
344
$10.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36+ 45.0% |
$731 - $843
|
116
$3.47K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
34New |
$690 - $796
|
34
$1.02K
|
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 1.82% |
$609 - $703
|
1.68K
$50.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24+ 16.78% |
$487 - $562
|
167
$5K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 0.28% |
$223 - $258
|
3.99K
$119K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$142 - $164
|
7
$210
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6New |
$122 - $141
|
6
$180
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
5+ 62.5% |
$102 - $117
|
13
$389
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-3- -0.0% |
$60.9 - $70.3
|
63K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-8Closed |
$162 - $187
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 0.64% |
$406 - $468
|
3.1K
$92.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-20- 0.22% |
$406 - $468
|
9.05K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-25- 0.15% |
$508 - $586
|
16.4K
$491K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-36Closed |
$731 - $843
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-50- 24.63% |
$1.02K - $1.17K
|
153
$4.58K
|