Client First Capital LLC cut its stake in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX – Free Report) by 22.5% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 145,320 shares of the company’s stock after selling 42,147 shares during the period. iShares Large Cap Max Buffer Sep ETF comprises about 1.7% of Client First Capital LLC’s holdings, making the stock its 14th biggest holding. Client First Capital LLC owned 4.18% of iShares Large Cap Max Buffer Sep ETF worth $3,898,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in SMAX. Advisory Services Network LLC purchased a new stake in shares of iShares Large Cap Max Buffer Sep ETF during the third quarter worth about $36,000. Commonwealth Equity Services LLC lifted its stake in iShares Large Cap Max Buffer Sep ETF by 7.9% in the 4th quarter. Commonwealth Equity Services LLC now owns 27,778 shares of the company’s stock valued at $749,000 after buying an additional 2,029 shares in the last quarter. Crewe Advisors LLC lifted its stake in iShares Large Cap Max Buffer Sep ETF by 10.8% in the 4th quarter. Crewe Advisors LLC now owns 38,118 shares of the company’s stock valued at $1,027,000 after buying an additional 3,726 shares in the last quarter. Ausdal Financial Partners Inc. boosted its holdings in iShares Large Cap Max Buffer Sep ETF by 49.3% in the 4th quarter. Ausdal Financial Partners Inc. now owns 11,600 shares of the company’s stock worth $313,000 after buying an additional 3,832 shares during the last quarter. Finally, Spire Wealth Management purchased a new stake in iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth approximately $194,000.
iShares Large Cap Max Buffer Sep ETF Trading Down 0.0%
BATS:SMAX opened at $27.87 on Friday. The stock has a 50 day moving average of $27.69 and a two-hundred day moving average of $27.27. iShares Large Cap Max Buffer Sep ETF has a 12 month low of $26.06 and a 12 month high of $27.91.
About iShares Large Cap Max Buffer Sep ETF
The iShares Large Cap Max Buffer Sep ETF (SMAX) is an exchange-traded fund that is based on the S&P 500 index. The fund seeks to track the price return of the iShares Core S&P 500 ETF (IVV) up to a cap, with 100% downside hedge over a one-year outcome period. The actively managed fund obtains exposure by holding IVV shares and options SMAX was launched on Sep 30, 2024 and is issued by BlackRock.
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