J. L. Bainbridge & Co. Inc. Cuts Stock Position in iShares Large Cap Max Buffer Sep ETF $SMAX

J. L. Bainbridge & Co. Inc. cut its stake in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAXFree Report) by 23.7% in the first quarter, according to its most recent disclosure with the SEC. The firm 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 about 3.3% of J. L. Bainbridge & Co. Inc.’s holdings, making the stock its 12th biggest holding. J. L. Bainbridge & Co. Inc. owned 0.40% of iShares Large Cap Max Buffer Sep ETF worth $37,504,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Goldman Sachs Group Inc. acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF in the first quarter valued at about $425,000. Thrivent Financial for Lutherans acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 2nd quarter worth about $203,000. Ausdal Financial Partners Inc. acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 3rd quarter worth about $208,000. Citadel Advisors LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF in the 3rd quarter valued at about $930,000. Finally, Advisory Services Network LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF in the 3rd quarter valued at about $36,000.

iShares Large Cap Max Buffer Sep ETF Stock Performance

SMAX stock opened at $27.75 on Friday. iShares Large Cap Max Buffer Sep ETF has a 12-month low of $25.98 and a 12-month high of $27.84. The business’s 50-day moving average is $27.65 and its 200 day moving average is $27.25.

About iShares Large Cap Max Buffer Sep ETF

(Free Report)

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.

Recommended Stories

Want to see what other hedge funds are holding SMAX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Large Cap Max Buffer Sep ETF (BATS:SMAXFree Report).

Institutional Ownership by Quarter for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Receive News & Ratings for iShares Large Cap Max Buffer Sep ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Large Cap Max Buffer Sep ETF and related companies with MarketBeat.com's FREE daily email newsletter.