BIP Wealth LLC Reduces Stock Position in iShares Large Cap Max Buffer Dec ETF $DMAX

BIP Wealth LLC cut its holdings in iShares Large Cap Max Buffer Dec ETF (BATS:DMAX) by 9.0% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 760,919 shares of the company’s stock after selling 75,132 shares during the period. iShares Large Cap Max Buffer Dec ETF comprises 0.8% of BIP Wealth LLC’s holdings, making the stock its 24th largest holding. BIP Wealth LLC owned approximately 21.87% of iShares Large Cap Max Buffer Dec ETF worth $20,218,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. J. L. Bainbridge & Co. Inc. purchased a new stake in iShares Large Cap Max Buffer Dec ETF during the first quarter valued at approximately $18,124,000. Crown Wealth Group LLC lifted its position in iShares Large Cap Max Buffer Dec ETF by 3.4% in the first quarter. Crown Wealth Group LLC now owns 498,567 shares of the company’s stock worth $13,247,000 after buying an additional 16,540 shares during the last quarter. FC Advisory LLC lifted its position in iShares Large Cap Max Buffer Dec ETF by 1.2% in the fourth quarter. FC Advisory LLC now owns 97,264 shares of the company’s stock worth $2,594,000 after buying an additional 1,113 shares during the last quarter. Royal Bank of Canada purchased a new position in iShares Large Cap Max Buffer Dec ETF during the first quarter worth $2,012,000. Finally, Grantvest Financial Group LLC boosted its stake in iShares Large Cap Max Buffer Dec ETF by 3.3% during the fourth quarter. Grantvest Financial Group LLC now owns 66,782 shares of the company’s stock worth $1,781,000 after buying an additional 2,157 shares during the period.

iShares Large Cap Max Buffer Dec ETF Stock Performance

DMAX stock opened at $27.34 on Friday. iShares Large Cap Max Buffer Dec ETF has a twelve month low of $25.79 and a twelve month high of $27.37. The firm’s fifty day simple moving average is $27.22 and its two-hundred day simple moving average is $26.90.

iShares Large Cap Max Buffer Dec ETF 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.