BIP Wealth LLC lessened its holdings in shares of iShares Large Cap Max Buffer Dec ETF (BATS:DMAX – Free Report) by 9.0% in the 1st quarter, HoldingsChannel.com reports. The firm owned 760,919 shares of the company’s stock after selling 75,132 shares during the quarter. iShares Large Cap Max Buffer Dec ETF comprises approximately 0.8% of BIP Wealth LLC’s portfolio, making the stock its 24th biggest position. BIP Wealth LLC owned approximately 0.22% of iShares Large Cap Max Buffer Dec ETF worth $20,218,000 at the end of the most recent quarter.
Other institutional investors have also recently made changes to their positions in the company. Advisory Services Network LLC acquired a new position in iShares Large Cap Max Buffer Dec ETF during the 3rd quarter valued at about $37,000. Patriot Financial Group Insurance Agency LLC acquired a new stake in iShares Large Cap Max Buffer Dec ETF in the first quarter worth about $205,000. Prosperity Consulting Group LLC acquired a new stake in iShares Large Cap Max Buffer Dec ETF in the third quarter worth about $207,000. Kovack Advisors Inc. purchased a new stake in shares of iShares Large Cap Max Buffer Dec ETF during the fourth quarter worth about $250,000. Finally, High Falls Advisors Inc purchased a new stake in shares of iShares Large Cap Max Buffer Dec ETF during the second quarter worth about $376,000.
iShares Large Cap Max Buffer Dec ETF Stock Performance
DMAX opened at $27.34 on Friday. The firm’s 50-day moving average price is $27.22 and its 200-day moving average price is $26.90. iShares Large Cap Max Buffer Dec ETF has a 52-week low of $25.79 and a 52-week high of $27.37.
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.
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Want to see what other hedge funds are holding DMAX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Large Cap Max Buffer Dec ETF (BATS:DMAX – Free Report).
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