Latest Institutional Transactions on Ishares Msci Global Silver And (SLVP)
This table provides information on the latest institutional transactions involving Ishares Msci Global Silver And (SLVP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
253+ 196.12% |
$2.03K - $2.57K
|
382
$4.5K
|
|
Q4 2023 | |||||||
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
14.1KNew |
$115K - $149K
|
14.1K
$166K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
600New |
$4.89K - $6.35K
|
600
$7.06K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
200New |
$1.63K - $2.12K
|
200
$2.35K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
163+ 0.96% |
$1.33K - $1.72K
|
17.1K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
188New |
$1.53K - $1.99K
|
188
$2.21K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2KNew |
$9.78K - $12.7K
|
1.2K
$14.1K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$8.15 - $10.6
|
1
$11.8
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
457New |
$3.72K - $4.84K
|
457
$5.38K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.34K- 27.6% |
$51.7K - $67.1K
|
16.6K
$196K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.48% |
$97.8 - $127
|
2.51K
$29.6K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-498- 38.75% |
$4.06K - $5.27K
|
787
$9.26K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.09K- 35.81% |
$33.3K - $43.2K
|
7.33K
$86.2K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$12K - $15.2K
|
1.4K
$16.5K
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-144K- 88.33% |
$1.23M - $1.56M
|
19K
$223K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$98.2K - $125K
|
11.5K
$135K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20.6KNew |
$176K - $224K
|
20.6K
$243K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$109K - $139K
|
12.8K
$151K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
557New |
$4.76K - $6.04K
|
557
$6.56K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
900New |
$7.69K - $9.77K
|
900
$10.6K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.4KNew |
$12K - $15.2K
|
1.4K
$16.5K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.07K- 42.64% |
$85.6K - $112K
|
12.2K
$144K
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 54.55% |
$2.83K - $3.72K
|
250
$2.94K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
32.1KNew |
$303K - $384K
|
32.1K
$377K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 45.71% |
$151 - $192
|
19
$224
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.2KClosed |
$96.1K - $122K
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
625New |
$5.9K - $7.48K
|
625
$7.36K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87.2K- 78.19% |
$765K - $968K
|
24.3K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.91KNew |
$16.8K - $21.2K
|
1.91K
$22.5K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
235KNew |
$2.06M - $2.61M
|
235K
$2.77M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
27New |
$237 - $300
|
27
$318
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
140New |
$1.23K - $1.55K
|
140
$1.65K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-210- 1.94% |
$1.84K - $2.33K
|
10.6K
$125K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
9.75KNew |
$85.5K - $108K
|
9.75K
$115K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2New |
$16 - $20.7
|
2
$23.5
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
121KNew |
$962K - $1.25M
|
121K
$1.42M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$12K - $15.5K
|
1.5K
$17.7K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.4KNew |
$73K - $114K
|
7.4K
$87.1K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.1KClosed |
$10.9K - $16.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14.4KNew |
$142K - $220K
|
14.4K
$169K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.51KClosed |
$24.8K - $38.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.16K+ 591.52% |
$51K - $79.2K
|
6.04K
$71.1K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7.76KClosed |
$76.6K - $119K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3.72K- 15.07% |
$36.7K - $57.1K
|
21K
$247K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
975New |
$9.62K - $15K
|
975
$11.5K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
400New |
$3.95K - $6.14K
|
400
$4.71K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.14KClosed |
$21.1K - $32.8K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2KClosed |
$19.7K - $30.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-28.1KClosed |
$319K - $418K
|
0
$0
|