B. Riley Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
+91,519
| New | +$3M | 0.14% | 149 |
|
|
2024
Q4 | $1.85M | Sell |
70,286
-7,915
| -10% | -$208K | 0.06% | 292 |
|
|
2024
Q3 | $2.26M | Sell |
78,201
-12,069
| -13% | -$349K | 0.06% | 293 |
|
|
2024
Q2 | $2.4M | Sell |
90,270
-15,914
| -15% | -$423K | 0.06% | 300 |
|
|
2024
Q1 | $2.16M | Buy |
106,184
+4,524
| +4% | +$92K | 0.06% | 328 |
|
|
2023
Q4 | $2.21M | Sell |
101,660
-4,524
| -4% | -$98.5K | 0.06% | 337 |
|
|
2023
Q3 | $2.16M | Buy |
106,184
+15,350
| +17% | +$312K | 0.06% | 328 |
|
|
2023
Q2 | $1.9M | Sell |
90,834
-7,933
| -8% | -$166K | 0.04% | 384 |
|
|
2023
Q1 | $2.18M | Buy |
98,767
+8,617
| +10% | +$191K | 0.06% | 325 |
|
|
2022
Q4 | $1.99M | Sell |
90,150
-49,787
| -36% | -$1.1M | 0.06% | 337 |
|
|
2022
Q3 | $2.45M | Buy |
139,937
+53,132
| +61% | +$930K | 0.07% | 266 |
|
|
2022
Q2 | $1.62M | Sell |
86,805
-7,003
| -7% | -$131K | 0.07% | 289 |
|
|
2022
Q1 | $2.15M | Buy |
93,808
+3,411
| +4% | +$78.1K | 0.07% | 285 |
|
|
2021
Q4 | $1.95M | Sell |
90,397
-5,879
| -6% | -$126K | 0.06% | 362 |
|
|
2021
Q3 | $2.02M | Sell |
96,276
-2,784
| -3% | -$58.4K | 0.06% | 330 |
|
|
2021
Q2 | $2.38M | Sell |
99,060
-12,781
| -11% | -$307K | 0.08% | 293 |
|
|
2021
Q1 | $2.55M | Buy |
111,841
+21,265
| +23% | +$486K | 0.09% | 260 |
|
|
2020
Q4 | $2.23M | Buy |
90,576
+13,492
| +18% | +$332K | 0.12% | 185 |
|
|
2020
Q3 | $1.62M | Buy |
77,084
+11,102
| +17% | +$234K | 0.09% | 233 |
|
|
2020
Q2 | $1.12M | Buy |
65,982
+6,930
| +12% | +$118K | 0.08% | 257 |
|
|
2020
Q1 | $772K | Buy |
59,052
+22,656
| +62% | +$296K | 0.07% | 284 |
|
|
2019
Q4 | $608K | Sell |
36,396
-1,042
| -3% | -$17.4K | 0.05% | 361 |
|
|
2019
Q3 | $597K | Sell |
37,438
-11,960
| -24% | -$191K | 0.06% | 345 |
|
|
2019
Q2 | $708K | Hold |
49,398
| – | – | 0.08% | 268 |
|
|
2019
Q1 | $701K | Buy |
49,398
+23,373
| +90% | +$332K | 0.09% | 247 |
|
|
2018
Q4 | $378K | Buy |
26,025
+1,751
| +7% | +$25.4K | 0.05% | 372 |
|
|
2018
Q3 | $334K | Sell |
24,274
-2,505
| -9% | -$34.5K | 0.04% | 462 |
|
|
2018
Q2 | $406K | Sell |
26,779
-3,041
| -10% | -$46.1K | 0.05% | 384 |
|
|
2018
Q1 | $460K | Buy |
29,820
+837
| +3% | +$12.9K | 0.06% | 331 |
|
|
2017
Q4 | $464K | Buy |
+28,983
| New | +$464K | 0.06% | 330 |
|
|
2017
Q3 | – | Sell |
-21,781
| Closed | -$343K | – | 587 |
|
|
2017
Q2 | $343K | Buy |
21,781
+4,272
| +24% | +$67.3K | 0.06% | 326 |
|
|
2017
Q1 | $303K | Buy |
17,509
+1,047
| +6% | +$18.1K | 0.06% | 338 |
|
|
2016
Q4 | $249K | Sell |
16,462
-3,189
| -16% | -$48.2K | 0.05% | 390 |
|
|
2016
Q3 | $358K | Sell |
19,651
-1,247
| -6% | -$22.7K | 0.07% | 350 |
|
|
2016
Q2 | $374K | Buy |
20,898
+6,455
| +45% | +$116K | 0.07% | 332 |
|
|
2016
Q1 | $212K | Buy |
14,443
+474
| +3% | +$6.96K | 0.05% | 459 |
|
|
2015
Q4 | $185K | Sell |
13,969
-2,145
| -13% | -$28.4K | 0.04% | 499 |
|
|
2015
Q3 | $224K | Buy |
+16,114
| New | +$224K | 0.05% | 439 |
|
|
2015
Q2 | – | Sell |
-42,643
| Closed | -$287K | – | 580 |
|
|
2015
Q1 | $287K | Buy |
42,643
+11,960
| +39% | +$80.5K | 0.07% | 369 |
|
|
2014
Q4 | $2.74K | Sell |
30,683
-33,936
| -53% | -$3.03K | 0.06% | 436 |
|
|
2014
Q3 | $249K | Buy |
64,619
+30,629
| +90% | +$118K | 0.06% | 429 |
|
|
2014
Q2 | $373K | Buy |
33,990
+7,803
| +30% | +$85.6K | 0.09% | 255 |
|
|
2014
Q1 | $268K | Buy |
26,187
+8,393
| +47% | +$85.9K | 0.08% | 290 |
|
|
2013
Q4 | $333K | Sell |
17,794
-1,910
| -10% | -$35.7K | 0.11% | 218 |
|
|
2013
Q3 | $412K | Buy |
19,704
+187
| +1% | +$3.91K | 0.14% | 166 |
|
|
2013
Q2 | $370K | Buy |
+19,517
| New | +$370K | 0.13% | 186 |
|