iShares Large Cap Max Buffer Sep ETF $SMAX Shares Bought by J. L. Bainbridge & Co. Inc.

J. L. Bainbridge & Co. Inc. lifted its position in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) by 34.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,833,229 shares of the company’s stock after acquiring an additional 473,771 shares during the period. iShares Large Cap Max Buffer Sep ETF makes up about 4.0% of J. L. Bainbridge & Co. Inc.’s portfolio, making the stock its 10th largest holding. J. L. Bainbridge & Co. Inc. owned approximately 52.68% of iShares Large Cap Max Buffer Sep ETF worth $49,415,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Goldman Sachs Group Inc. acquired a new position in iShares Large Cap Max Buffer Sep ETF during the first quarter valued at approximately $425,000. Thrivent Financial for Lutherans acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF in the 2nd quarter valued at $203,000. FC Advisory LLC bought a new position in shares of iShares Large Cap Max Buffer Sep ETF in the 3rd quarter valued at $696,000. Crown Wealth Group LLC increased its stake in shares of iShares Large Cap Max Buffer Sep ETF by 67.9% in the 3rd quarter. Crown Wealth Group LLC now owns 29,803 shares of the company’s stock valued at $798,000 after purchasing an additional 12,050 shares during the last quarter. Finally, AE Wealth Management LLC acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 3rd quarter worth $180,000.

iShares Large Cap Max Buffer Sep ETF Stock Performance

Shares of SMAX stock opened at $26.68 on Friday. iShares Large Cap Max Buffer Sep ETF has a twelve month low of $24.50 and a twelve month high of $27.22. The business has a fifty day simple moving average of $27.02 and a 200 day simple moving average of $26.96.

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.