836,051 Shares in iShares Large Cap Max Buffer Dec ETF $DMAX Purchased by BIP Wealth LLC

BIP Wealth LLC acquired a new position in shares of iShares Large Cap Max Buffer Dec ETF (BATS:DMAX) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 836,051 shares of the company’s stock, valued at approximately $22,297,000. iShares Large Cap Max Buffer Dec ETF accounts for 0.8% of BIP Wealth LLC’s investment portfolio, making the stock its 28th biggest holding. BIP Wealth LLC owned 24.02% of iShares Large Cap Max Buffer Dec ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of DMAX. Royal Bank of Canada bought a new stake in iShares Large Cap Max Buffer Dec ETF during the first quarter worth about $2,012,000. Jane Street Group LLC bought a new stake in iShares Large Cap Max Buffer Dec ETF during the first quarter worth about $559,000. Cetera Investment Advisers bought a new stake in iShares Large Cap Max Buffer Dec ETF during the second quarter worth about $614,000. High Falls Advisors Inc bought a new stake in iShares Large Cap Max Buffer Dec ETF during the second quarter worth about $376,000. Finally, Crown Wealth Group LLC bought a new stake in iShares Large Cap Max Buffer Dec ETF during the third quarter worth about $10,604,000.

iShares Large Cap Max Buffer Dec ETF Stock Down 0.0%

DMAX opened at $26.63 on Wednesday. iShares Large Cap Max Buffer Dec ETF has a twelve month low of $24.51 and a twelve month high of $26.95. The company has a 50-day simple moving average of $26.70 and a 200 day simple moving average of $26.66.

About iShares Large Cap Max Buffer Dec ETF

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.