iShares Large Cap Max Buffer Sep ETF $SMAX Shares Sold by Client First Capital LLC

Client First Capital LLC decreased its holdings in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) by 22.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 145,320 shares of the company’s stock after selling 42,147 shares during the quarter. iShares Large Cap Max Buffer Sep ETF comprises about 1.7% of Client First Capital LLC’s portfolio, making the stock its 14th biggest holding. Client First Capital LLC’s holdings in iShares Large Cap Max Buffer Sep ETF were worth $3,898,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. J. L. Bainbridge & Co. Inc. lifted its stake in shares of iShares Large Cap Max Buffer Sep ETF by 34.8% in the fourth quarter. J. L. Bainbridge & Co. Inc. now owns 1,833,229 shares of the company’s stock worth $49,415,000 after buying an additional 473,771 shares in the last quarter. BIP Wealth LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF in the 4th quarter worth approximately $4,439,000. Grantvest Financial Group LLC boosted its holdings in shares of iShares Large Cap Max Buffer Sep ETF by 47.1% during the 4th quarter. Grantvest Financial Group LLC now owns 81,291 shares of the company’s stock worth $2,191,000 after purchasing an additional 26,039 shares during the last quarter. FC Advisory LLC grew its position in shares of iShares Large Cap Max Buffer Sep ETF by 210.8% in the fourth 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 in the last quarter. Finally, Goldman Sachs Group Inc. grew its position in shares of iShares Large Cap Max Buffer Sep ETF by 49.5% in the fourth quarter. Goldman Sachs Group Inc. now owns 52,436 shares of the company’s stock valued at $1,413,000 after purchasing an additional 17,368 shares in the last quarter.

iShares Large Cap Max Buffer Sep ETF Trading Down 0.0%

Shares of iShares Large Cap Max Buffer Sep ETF stock opened at $27.87 on Friday. The business’s 50 day moving average price is $27.69 and its 200 day moving average price is $27.27. iShares Large Cap Max Buffer Sep ETF has a one year low of $26.06 and a one year high of $27.91.

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.