J. L. Bainbridge & Co. Inc. decreased its position in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX – Free Report) by 23.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,398,260 shares of the company’s stock after selling 434,969 shares during the period. iShares Large Cap Max Buffer Sep ETF comprises 3.3% of J. L. Bainbridge & Co. Inc.’s investment portfolio, making the stock its 12th biggest position. J. L. Bainbridge & Co. Inc. owned approximately 40.18% of iShares Large Cap Max Buffer Sep ETF worth $37,504,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SMAX. Advisory Services Network LLC purchased a new stake in shares of iShares Large Cap Max Buffer Sep ETF during the 3rd quarter worth about $36,000. Spire Wealth Management purchased a new position in shares of iShares Large Cap Max Buffer Sep ETF in the 4th quarter valued at about $194,000. Thrivent Financial for Lutherans purchased a new position in shares of iShares Large Cap Max Buffer Sep ETF in the 2nd quarter valued at about $203,000. Ausdal Financial Partners Inc. purchased a new position in shares of iShares Large Cap Max Buffer Sep ETF in the 3rd quarter valued at about $208,000. Finally, Kestra Investment Management LLC acquired a new position in iShares Large Cap Max Buffer Sep ETF in the 4th quarter worth about $389,000.
iShares Large Cap Max Buffer Sep ETF Price Performance
BATS SMAX opened at $27.75 on Friday. The stock has a 50-day moving average of $27.65 and a 200 day moving average of $27.25. iShares Large Cap Max Buffer Sep ETF has a twelve month low of $25.98 and a twelve month high of $27.84.
iShares Large Cap Max Buffer Sep ETF Company 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.
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