iShares Large Cap Max Buffer Sep ETF $SMAX Shares Sold by BIP Wealth LLC

BIP Wealth LLC trimmed its stake in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) by 65.6% during the first quarter, HoldingsChannel reports. The institutional investor owned 56,701 shares of the company’s stock after selling 107,969 shares during the period. BIP Wealth LLC’s holdings in iShares Large Cap Max Buffer Sep ETF were worth $1,521,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the stock. Kovack Advisors Inc. purchased a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter valued at $398,000. Kestra Advisory Services LLC purchased a new position in shares of iShares Large Cap Max Buffer Sep ETF during the fourth quarter worth about $428,000. Ausdal Financial Partners Inc. grew its holdings in shares of iShares Large Cap Max Buffer Sep ETF by 49.3% during the fourth quarter. Ausdal Financial Partners Inc. now owns 11,600 shares of the company’s stock worth $313,000 after purchasing an additional 3,832 shares during the last quarter. Commonwealth Equity Services LLC increased its position in shares of iShares Large Cap Max Buffer Sep ETF by 7.9% during the fourth quarter. Commonwealth Equity Services LLC now owns 27,778 shares of the company’s stock worth $749,000 after purchasing an additional 2,029 shares in the last quarter. Finally, Lifestyle Asset Management Inc. acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF during the fourth quarter worth about $458,000.

iShares Large Cap Max Buffer Sep ETF Price Performance

iShares Large Cap Max Buffer Sep ETF stock opened at $27.87 on Friday. iShares Large Cap Max Buffer Sep ETF has a fifty-two week low of $26.06 and a fifty-two week high of $27.91. The stock has a 50-day simple moving average of $27.70 and a 200-day simple moving average of $27.27.

iShares Large Cap Max Buffer Sep ETF Company Profile

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.