Free Trial
→ $5,000 DOGE check? (From Altimetry) (Ad) Free SMAX Stock Alerts

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

$25.49 +0.29 (+1.14%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$25.48 0.00 (-0.02%)
As of 02/21/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$38.52M
Number of
Institutional Sellers
(last 12 months)
0
Get SMAX Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Large Cap Max Buffer Sep ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SMAX Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Snowden Capital Advisors LLC26,441$668K0.0%N/A0.000%
2/14/2025 Jane Street Group LLC14,348$362K0.0%N/A0.000%
2/14/2025 Susquehanna International Group LLP87,210$2.20M0.0%N/A0.000%
2/14/2025 OneDigital Investment Advisors LLC8,014$202K0.0%N/A0.000%
2/14/2025 Tradition Wealth Management LLC22,003$554K0.0%N/A0.000%
2/14/2025 GeoWealth Management LLC55,011$1.39M0.0%N/A0.000%
2/13/2025 CreativeOne Wealth LLC45,638$1.15M0.0%N/A0.000%
2/13/2025 Maxwell Wealth Strategies Inc.13,994$353K0.1%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.9,695$244K0.0%N/A0.000%
2/12/2025 Allie Family Office LLC9,964$252K0.1%N/A0.000%
2/12/2025 OLD Mission Capital LLC10,764$271K0.0%N/A0.000%
2/12/2025 JPMorgan Chase & Co.2,480$62K0.0%N/A0.000%
2/11/2025 Grantvest Financial Group LLC75,474$1.90M2.1%N/A0.000%
2/10/2025 J. L. Bainbridge & Co. Inc.148,374$3.74M0.3%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC25,741$649K0.0%N/A0.000%
2/5/2025 Crown 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%
1/30/2025 Csenge Advisory Group68,520$1.73M0.1%N/A0.000%
1/30/2025 Lord & 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%
1/29/2025 POM Investment Strategies LLC52,163$1.31M1.0%N/A0.000%
1/29/2025 FSR Wealth Management Ltd.79,701$2.01M2.5%N/A0.000%
1/28/2025 SMART Wealth LLC33,735$850K0.3%N/A0.000%
1/24/2025 Spire Wealth Management2,368$60K0.0%N/A0.000%
1/23/2025 FSA Advisors Inc.18,083$456K0.6%N/A0.000%
1/23/2025 Strategic Blueprint LLC278,665$7.02M0.4%N/A0.000%
1/22/2025 Jim Saulnier & Associates LLC37,113$935K0.8%N/A0.000%
1/21/2025 B.O.S.S. Retirement Advisors LLC41,128$1.04M0.3%N/A0.000%
1/16/2025 ARS 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, 32 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), Susquehanna International Group LLP ($2.20M), Crown Wealth Group LLC ($2.14M), FSR Wealth Management Ltd. ($2.01M), and Grantvest Financial Group LLC ($1.90M).Learn more on SMAX's institutional investors.

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

Of the 32 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), Susquehanna International Group LLP ($87.21K), Crown Wealth Group LLC ($84.99K), FSR Wealth Management Ltd. ($79.70K), and Grantvest Financial Group LLC ($75.47K).

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

Institutional investors have bought a total of 1,525,041 shares in the last 24 months. This purchase volume represents approximately $38.52M in transactions.


Related Companies

This page (BATS:SMAX) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored
A strange twist 500 miles from Washington
Energy is life. And this year, it could also make national heroes out of President Trump and VP Vance. ...
Porter & Company | Sponsored
Major AI announcement for 2025
BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI Stocks
Brownstone Research | Sponsored