Crown Wealth Group LLC Has $12.86 Million Holdings in iShares Large Cap Max Buffer Dec ETF $DMAX

Crown Wealth Group LLC lifted its position in iShares Large Cap Max Buffer Dec ETF (BATS:DMAX) by 20.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 482,027 shares of the company’s stock after acquiring an additional 80,652 shares during the quarter. iShares Large Cap Max Buffer Dec ETF accounts for approximately 3.6% of Crown Wealth Group LLC’s investment portfolio, making the stock its 4th largest holding. Crown Wealth Group LLC owned approximately 13.85% of iShares Large Cap Max Buffer Dec ETF worth $12,856,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BIP Wealth LLC purchased a new position in iShares Large Cap Max Buffer Dec ETF in the fourth quarter valued at about $22,297,000. Strategic Blueprint LLC grew its stake in iShares Large Cap Max Buffer Dec ETF by 11.6% in the third quarter. Strategic Blueprint LLC now owns 767,314 shares of the company’s stock valued at $20,272,000 after purchasing an additional 79,851 shares during the last quarter. FC Advisory LLC grew its stake 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 valued at $2,594,000 after purchasing 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 in the first quarter valued at about $2,012,000. Finally, Cetera Investment Advisers purchased a new position in iShares Large Cap Max Buffer Dec ETF in the second quarter valued at about $614,000.

iShares Large Cap Max Buffer Dec ETF Trading Down 0.1%

DMAX opened at $26.95 on Wednesday. The business’s 50-day moving average is $26.73 and its two-hundred day moving average is $26.69. iShares Large Cap Max Buffer Dec ETF has a 1 year low of $24.63 and a 1 year high of $27.02.

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.