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iShares Large Cap Max Buffer Sep ETF (SMAX) Institutional Ownership

$24.82 -0.38 (-1.50%)
Closing price 04/17/2025 03:55 PM Eastern
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$24.80 -0.03 (-0.12%)
As of 04/17/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$41.46M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$356.01K
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SMAX Institutional Buying and Selling by Quarter

iShares Large Cap Max Buffer Sep ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Blackston Financial Advisory Group LLC8,571$215K0.1%N/A0.170%
4/17/2025 Authentikos Wealth Advisory LLC104,779$2.62M2.2%+351.9%2.079%
4/14/2025 Tounjian Advisory Partners LLC15,898$398K0.1%N/A0.315%
4/14/2025 Outlook Wealth Advisors LLC26,475$663K0.2%-34.9%0.525%
2/26/2025LifeWealth Investments LLC11,213$283K0.2%N/A0.000%
2/17/2025Snowden Capital Advisors LLC26,441$668K0.0%N/A0.000%
2/14/2025Jane Street Group LLC14,348$362K0.0%N/A0.000%
2/14/2025Susquehanna International Group LLP87,210$2.20M0.0%N/A0.000%
2/14/2025OneDigital Investment Advisors LLC8,014$202K0.0%N/A0.000%
2/14/2025Tradition Wealth Management LLC22,003$554K0.0%N/A0.000%
2/14/2025GeoWealth Management LLC55,011$1.39M0.0%N/A0.000%
2/13/2025CreativeOne Wealth LLC45,638$1.15M0.0%N/A0.000%
2/13/2025Maxwell Wealth Strategies Inc.13,994$353K0.1%N/A0.000%
2/13/2025Envestnet Asset Management Inc.9,695$244K0.0%N/A0.000%
2/12/2025Allie Family Office LLC9,964$252K0.1%N/A0.000%
2/12/2025OLD Mission Capital LLC10,764$271K0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.2,480$62K0.0%N/A0.000%
2/11/2025Grantvest Financial Group LLC75,474$1.90M2.1%N/A0.000%
2/10/2025J. L. Bainbridge & Co. Inc.148,374$3.74M0.3%N/A0.000%
2/10/2025Commonwealth Equity Services LLC25,741$649K0.0%N/A0.000%
2/5/2025Crown Wealth Group LLC84,988$2.14M0.9%N/A0.000%
2/3/2025 Lloyd Advisory Services LLC.107,991$2.72M1.3%N/A0.000%
1/30/2025Csenge Advisory Group68,520$1.73M0.1%N/A0.000%
1/30/2025Lord & Richards Wealth Management LLC21,497$542K1.1%N/A0.000%
1/30/2025 Investment Partners Asset Management Inc.8,122$205K0.2%N/A0.000%
1/29/2025 Howard Bailey Securities LLC26,472$667K0.2%N/A0.000%
1/29/2025 Great Lakes Retirement Inc.66,259$1.67M0.2%N/A0.000%
1/29/2025 Authentikos Wealth Advisory LLC23,185$584K0.6%N/A0.000%
1/29/2025POM Investment Strategies LLC52,163$1.31M1.0%N/A0.000%
1/29/2025FSR Wealth Management Ltd.79,701$2.01M2.5%N/A0.000%
1/28/2025SMART Wealth LLC33,735$850K0.3%N/A0.000%
1/24/2025Spire Wealth Management2,368$60K0.0%N/A0.000%
1/23/2025FSA Advisors Inc.18,083$456K0.6%N/A0.000%
1/23/2025Strategic Blueprint LLC278,665$7.02M0.4%N/A0.000%
1/22/2025Jim Saulnier & Associates LLC37,113$935K0.8%N/A0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC41,128$1.04M0.3%N/A0.000%
1/16/2025ARS Investment Partners LLC19,900$501K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SMAX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMAX shares?

During the previous two years, 36 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Sep ETF. The most heavily invested institutionals were Strategic Blueprint LLC ($7.02M), J. L. Bainbridge & Co. Inc. ($3.74M), Lloyd Advisory Services LLC. ($2.72M), Authentikos Wealth Advisory LLC ($2.62M), Susquehanna International Group LLP ($2.20M), Crown Wealth Group LLC ($2.14M), and FSR Wealth Management Ltd. ($2.01M).Learn more on SMAX's institutional investors.

Which institutional investors have been buying iShares Large Cap Max Buffer Sep ETF stock?

Of the 35 institutional investors that purchased iShares Large Cap Max Buffer Sep ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Blueprint LLC ($278.67K), J. L. Bainbridge & Co. Inc. ($148.37K), Lloyd Advisory Services LLC. ($107.99K), Authentikos Wealth Advisory LLC ($104.78K), Susquehanna International Group LLP ($87.21K), Crown Wealth Group LLC ($84.99K), and FSR Wealth Management Ltd. ($79.70K).

How much institutional buying is happening at iShares Large Cap Max Buffer Sep ETF?

Institutional investors have bought a total of 1,642,317 shares in the last 24 months. This purchase volume represents approximately $41.46M in transactions.

Which iShares Large Cap Max Buffer Sep ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Large Cap Max Buffer Sep ETF stock in the last 24 months: Outlook Wealth Advisors LLC ($14.22K).

How much institutional selling is happening at iShares Large Cap Max Buffer Sep ETF?

Institutional investors have sold a total of 14,217 shares in the last 24 months. This volume of shares sold represents approximately $356.01K in transactions.



This page (BATS:SMAX) was last updated on 4/21/2025 by MarketBeat.com Staff
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