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iShares Large Cap Max Buffer Jun ETF (MAXJ) Institutional Ownership

$26.41 +0.04 (+0.15%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Jun ETF (NYSEARCA:MAXJ)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$50.28M
Number of
Institutional Sellers
(last 12 months)
0
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MAXJ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.1,169$31K0.0%N/A0.000%
1/16/2025 Amplius Wealth Advisors LLC931,267$24.34M2.5%N/A0.000%
11/15/2024Jane Street Group LLC53,047$1.38M0.0%N/A0.000%
11/15/2024 Weaver Consulting Group13,800$359K0.1%N/A0.000%
11/15/2024HighTower Advisors LLC75,400$1.96M0.0%N/A0.000%
11/14/2024Tradition Wealth Management LLC32,281$839K0.1%N/A0.000%
11/14/2024CreativeOne Wealth LLC40,689$1.06M0.0%N/A0.000%
11/8/2024Prospera Financial Services Inc12,300$320K0.0%N/A0.000%
11/6/2024BCGM Wealth Management LLC12,865$334K0.1%N/A0.000%
11/6/2024 Spinnaker Investment Group LLC24,399$634K0.2%N/A0.000%
11/6/2024Balboa Wealth Partners202,755$5.27M1.3%N/A0.000%
11/6/2024OneDigital Investment Advisors LLC83,244$2.16M0.0%N/A0.000%
11/4/2024Axxcess Wealth Management LLC48,927$1.27M0.0%N/A0.000%
11/4/2024Sigma Planning Corp43,737$1.14M0.0%N/A0.000%
10/25/2024Strategic Blueprint LLC270,967$7.04M0.4%N/A0.000%
10/23/2024Middleton & Co. Inc. MA36,250$942K0.1%N/A0.000%
10/23/2024Elwood & Goetz Wealth Advisory Group LLC11,648$303K0.1%N/A0.000%
10/18/2024Crosspoint Financial LLC34,381$894K3.1%N/A0.000%
(Data available from 1/1/2016 forward)

MAXJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MAXJ shares?

During the previous two years, 18 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Jun ETF. The most heavily invested institutionals were Amplius Wealth Advisors LLC ($24.34M), Strategic Blueprint LLC ($7.04M), Balboa Wealth Partners ($5.27M), OneDigital Investment Advisors LLC ($2.16M), HighTower Advisors LLC ($1.96M), Jane Street Group LLC ($1.38M), and Axxcess Wealth Management LLC ($1.27M).Learn more on MAXJ's institutional investors.

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

Of the 18 institutional investors that purchased iShares Large Cap Max Buffer Jun ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Amplius Wealth Advisors LLC ($931.27K), Strategic Blueprint LLC ($270.97K), Balboa Wealth Partners ($202.76K), OneDigital Investment Advisors LLC ($83.24K), HighTower Advisors LLC ($75.40K), Jane Street Group LLC ($53.05K), and Axxcess Wealth Management LLC ($48.93K).

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

Institutional investors have bought a total of 1,929,126 shares in the last 24 months. This purchase volume represents approximately $50.28M in transactions.



This page (NYSEARCA:MAXJ) was last updated on 1/22/2025 by MarketBeat.com Staff
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