ATX Financial Planning LLC Purchases Shares of 34,826 iShares Large Cap Max Buffer Dec ETF $DMAX

ATX Financial Planning LLC bought a new position in shares of iShares Large Cap Max Buffer Dec ETF (BATS:DMAX) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 34,826 shares of the company’s stock, valued at approximately $929,000.

A number of other institutional investors have also recently bought and sold shares of DMAX. High Falls Advisors Inc increased its holdings in shares of iShares Large Cap Max Buffer Dec ETF by 4.7% in the fourth quarter. High Falls Advisors Inc now owns 14,863 shares of the company’s stock valued at $396,000 after purchasing an additional 663 shares during the last quarter. FC Advisory LLC increased its holdings in shares of iShares Large Cap Max Buffer Dec ETF by 1.2% during the fourth quarter. FC Advisory LLC now owns 97,264 shares of the company’s stock worth $2,594,000 after purchasing an additional 1,113 shares during the period. Advisory Services Network LLC acquired a new position in iShares Large Cap Max Buffer Dec ETF in the 3rd quarter valued at $37,000. Grantvest Financial Group LLC raised its stake in iShares Large Cap Max Buffer Dec ETF by 3.3% in the fourth quarter. Grantvest Financial Group LLC now owns 66,782 shares of the company’s stock valued at $1,781,000 after purchasing an additional 2,157 shares in the last quarter. Finally, Prosperity Consulting Group LLC acquired a new position in shares of iShares Large Cap Max Buffer Dec ETF in the 3rd quarter valued at approximately $207,000.

iShares Large Cap Max Buffer Dec ETF Stock Performance

BATS DMAX opened at $27.30 on Friday. iShares Large Cap Max Buffer Dec ETF has a fifty-two week low of $25.51 and a fifty-two week high of $27.37. The business has a fifty day moving average price of $27.13 and a two-hundred day moving average price of $26.87.

iShares Large Cap Max Buffer Dec ETF Company Profile

The iShares Large Cap Max Buffer Dec ETF (DMAX) is an exchange-traded fund that mostly invests in large cap equity. 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. DMAX was launched on Dec 31, 2024 and is issued by BlackRock.