BIP Wealth LLC Takes $4.44 Million Position in iShares Large Cap Max Buffer Sep ETF $SMAX

BIP Wealth LLC purchased a new stake in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 164,670 shares of the company’s stock, valued at approximately $4,439,000. BIP Wealth LLC owned approximately 4.73% of iShares Large Cap Max Buffer Sep ETF as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. J. L. Bainbridge & Co. Inc. raised its position in shares of iShares Large Cap Max Buffer Sep ETF by 34.8% in the 4th quarter. J. L. Bainbridge & Co. Inc. now owns 1,833,229 shares of the company’s stock valued at $49,415,000 after purchasing an additional 473,771 shares during the last quarter. FC Advisory LLC raised its position in shares of iShares Large Cap Max Buffer Sep ETF by 210.8% in the 4th quarter. FC Advisory LLC now owns 80,775 shares of the company’s stock valued at $2,177,000 after purchasing an additional 54,787 shares during the last quarter. Citadel Advisors LLC purchased a new position in shares of iShares Large Cap Max Buffer Sep ETF in the 3rd quarter valued at approximately $930,000. Goldman Sachs Group Inc. purchased a new position in shares of iShares Large Cap Max Buffer Sep ETF in the 1st quarter valued at approximately $425,000. Finally, Crown Wealth Group LLC raised its position in shares of iShares Large Cap Max Buffer Sep ETF by 67.9% in the 3rd quarter. Crown Wealth Group LLC now owns 29,803 shares of the company’s stock valued at $798,000 after purchasing an additional 12,050 shares during the last quarter.

iShares Large Cap Max Buffer Sep ETF Price Performance

Shares of iShares Large Cap Max Buffer Sep ETF stock opened at $26.91 on Wednesday. The company has a 50 day moving average price of $26.99 and a 200 day moving average price of $26.98. iShares Large Cap Max Buffer Sep ETF has a 52 week low of $24.58 and a 52 week high of $27.22.

iShares Large Cap Max Buffer Sep ETF 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.