Grantvest Financial Group LLC Decreases Holdings in iShares Large Cap Max Buffer Dec ETF $DMAX

Grantvest Financial Group LLC reduced its holdings in shares of iShares Large Cap Max Buffer Dec ETF (NYSEARCA:DMAX) by 35.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,625 shares of the company’s stock after selling 35,805 shares during the period. iShares Large Cap Max Buffer Dec ETF comprises approximately 1.2% of Grantvest Financial Group LLC’s portfolio, making the stock its 14th biggest holding. Grantvest Financial Group LLC owned about 1.86% of iShares Large Cap Max Buffer Dec ETF worth $1,707,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of DMAX. Blue Sky Capital Consultants Group Inc. grew its position in iShares Large Cap Max Buffer Dec ETF by 16.9% during the 2nd quarter. Blue Sky Capital Consultants Group Inc. now owns 52,916 shares of the company’s stock worth $1,365,000 after acquiring an additional 7,641 shares during the last quarter. ARS Investment Partners LLC bought a new stake in shares of iShares Large Cap Max Buffer Dec ETF during the 2nd quarter valued at about $258,000. Envestnet Asset Management Inc. lifted its holdings in iShares Large Cap Max Buffer Dec ETF by 50.9% in the second quarter. Envestnet Asset Management Inc. now owns 42,190 shares of the company’s stock worth $1,089,000 after buying an additional 14,224 shares during the period. High Falls Advisors Inc bought a new stake in iShares Large Cap Max Buffer Dec ETF during the 2nd quarter valued at approximately $376,000. Finally, Creative Planning purchased a new position in shares of iShares Large Cap Max Buffer Dec ETF during the 2nd quarter worth approximately $563,000.

iShares Large Cap Max Buffer Dec ETF Price Performance

Shares of NYSEARCA:DMAX opened at $26.76 on Monday. iShares Large Cap Max Buffer Dec ETF has a 52-week low of $24.37 and a 52-week high of $26.95. The stock has a 50 day moving average price of $26.75 and a 200-day moving average price of $26.48.

iShares Large Cap Max Buffer Dec ETF Company 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.