GeoWealth Management LLC Takes Position in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

GeoWealth Management LLC bought a new position in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 55,011 shares of the company’s stock, valued at approximately $1,386,000.

Several other hedge funds have also recently bought and sold shares of SMAX. Strategic Blueprint LLC purchased a new stake in iShares Large Cap Max Buffer Sep ETF during the fourth quarter worth about $7,022,000. J. L. Bainbridge & Co. Inc. purchased a new stake in iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth approximately $3,739,000. Lloyd Advisory Services LLC. acquired a new stake in iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth approximately $2,721,000. Crown Wealth Group LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF in the 4th quarter valued at approximately $2,142,000. Finally, FSR Wealth Management Ltd. acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $2,008,000.

iShares Large Cap Max Buffer Sep ETF Stock Down 1.5 %

iShares Large Cap Max Buffer Sep ETF stock opened at $24.83 on Friday. iShares Large Cap Max Buffer Sep ETF has a twelve month low of $24.50 and a twelve month high of $25.60. The stock’s fifty day simple moving average is $25.14 and its 200-day simple moving average is $25.20.

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.