Maxwell Wealth Strategies Inc. Purchases New Shares in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Maxwell Wealth Strategies Inc. acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 13,994 shares of the company’s stock, valued at approximately $353,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Spire Wealth Management acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the fourth quarter worth approximately $60,000. JPMorgan Chase & Co. bought a new position in iShares Large Cap Max Buffer Sep ETF in the 4th quarter worth approximately $62,000. Investment Partners Asset Management Inc. acquired a new position in iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth $205,000. Envestnet Asset Management Inc. bought a new position in iShares Large Cap Max Buffer Sep ETF in the 4th quarter valued at $244,000. Finally, Allie Family Office LLC acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF in the 4th quarter valued at $252,000.

iShares Large Cap Max Buffer Sep ETF Trading Down 2.4 %

Shares of SMAX opened at $24.59 on Wednesday. The firm’s fifty day moving average price is $25.25. iShares Large Cap Max Buffer Sep ETF has a 12-month low of $24.50 and a 12-month high of $25.60.

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.