iShares Large Cap Max Buffer Jun ETF $MAXJ Shares Bought by BIP Wealth LLC

BIP Wealth LLC grew its stake in shares of iShares Large Cap Max Buffer Jun ETF (BATS:MAXJ) by 5,125.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 916,971 shares of the company’s stock after acquiring an additional 899,424 shares during the period. iShares Large Cap Max Buffer Jun ETF comprises approximately 0.9% of BIP Wealth LLC’s holdings, making the stock its 21st biggest position. BIP Wealth LLC owned 22.47% of iShares Large Cap Max Buffer Jun ETF worth $25,853,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the stock. Advisory Services Network LLC acquired a new position in iShares Large Cap Max Buffer Jun ETF during the 3rd quarter worth $40,000. Geneos Wealth Management Inc. grew its holdings in iShares Large Cap Max Buffer Jun ETF by 200.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,507 shares of the company’s stock worth $96,000 after acquiring an additional 2,338 shares in the last quarter. Ausdal Financial Partners Inc. acquired a new position in iShares Large Cap Max Buffer Jun ETF during the 3rd quarter worth $300,000. Envestnet Asset Management Inc. acquired a new position in iShares Large Cap Max Buffer Jun ETF during the 3rd quarter worth $392,000. Finally, J. L. Bainbridge & Co. Inc. grew its holdings in iShares Large Cap Max Buffer Jun ETF by 1.5% during the 3rd quarter. J. L. Bainbridge & Co. Inc. now owns 962,686 shares of the company’s stock worth $27,003,000 after acquiring an additional 14,348 shares in the last quarter.

iShares Large Cap Max Buffer Jun ETF Price Performance

Shares of MAXJ stock opened at $28.30 on Wednesday. iShares Large Cap Max Buffer Jun ETF has a 1-year low of $24.86 and a 1-year high of $28.49. The firm has a fifty day moving average of $28.29 and a two-hundred day moving average of $28.23.

iShares Large Cap Max Buffer Jun ETF Company Profile

The iShares Large Cap Max Buffer Jun ETF (MAXJ) 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. MAXJ was launched on Jun 28, 2024 and is issued by BlackRock.