iShares Large Cap Max Buffer Sep ETF (SMAX) Institutional Ownership $26.12 +0.42 (+1.63%) As of 01:04 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)Number ofInstitutional Buyers(last 12 months)38TotalInstitutional Inflows(last 12 months)$80.09MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$25.04M 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. Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/27/2025Goldman Sachs Group Inc.16,980$425K0.0%N/A0.472% 5/16/2025Goldman Sachs Group Inc.16,980$425K0.0%N/A0.477% 5/15/2025OLD Mission Capital LLC20,579$515K0.0%+91.2%0.572% 5/14/2025CreativeOne Wealth LLC44,381$1.11M0.0%-2.8%1.233% 5/8/2025Grantvest Financial Group LLC69,176$1.73M1.4%-8.3%1.922% 5/8/2025FSA Advisors Inc.12,096$303K0.2%-33.1%0.336% 5/6/2025AE Wealth Management LLC588,211$14.73M0.1%-58.7%16.339% 5/2/2025Lord & Richards Wealth Management LLC1,309$33K0.0%-93.9%0.036% 4/30/2025POM Investment Strategies LLC38,390$961K1.1%-26.4%1.066% 4/30/2025Client First Capital LLC186,937$4.68M2.4%N/A5.193% Get the Latest News and Ratings for SMAX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Large Cap Max Buffer Sep ETF and its competitors with MarketBeat's FREE daily newsletter. 4/29/2025Strategic Blueprint LLC373,715$9.36M0.5%+34.1%10.381% 4/29/2025OneDigital Investment Advisors LLC11,514$288K0.0%+43.7%0.320% 4/28/2025FSR Wealth Management Ltd.39,994$1.00M1.3%-49.8%1.111% 4/25/2025Crown Wealth Group LLC22,692$568K0.3%-73.3%0.630% 4/24/2025J. L. Bainbridge & Co. Inc.1,327,265$33.24M3.3%+794.5%36.868% 4/23/2025Crewe Advisors LLC34,392$861K0.1%N/A0.682% 4/17/2025Blackston Financial Advisory Group LLC8,571$215K0.1%N/A0.170% 4/17/2025Authentikos Wealth Advisory LLC104,779$2.62M2.2%+351.9%2.079% 4/14/2025Tounjian Advisory Partners LLC15,898$398K0.1%N/A0.315% 4/14/2025Outlook 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% 2/3/2025Lloyd 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% Elon’s BIGGEST warning yet? (Ad)Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again.1/30/2025Investment Partners Asset Management Inc.8,122$205K0.2%N/A0.000% 1/29/2025Howard Bailey Securities LLC26,472$667K0.2%N/A0.000% 1/29/2025Great Lakes Retirement Inc.66,259$1.67M0.2%N/A0.000% 1/29/2025Authentikos 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, 40 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Sep ETF. The most heavily invested institutionals were J. L. Bainbridge & Co. Inc. ($33.24M), AE Wealth Management LLC ($14.73M), Strategic Blueprint LLC ($9.36M), Client First Capital LLC ($4.68M), Lloyd Advisory Services LLC. ($2.72M), Authentikos Wealth Advisory LLC ($2.62M), and Susquehanna International Group LLP ($2.20M).Learn more on iShares Large Cap Max Buffer Sep ETF's institutional investors. Which institutional investors have been buying iShares Large Cap Max Buffer Sep ETF's stock? Of the 38 institutional investors that purchased iShares Large Cap Max Buffer Sep ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J. L. Bainbridge & Co. Inc. ($1.33M), Strategic Blueprint LLC ($373.72K), Client First Capital LLC ($186.94K), Lloyd Advisory Services LLC. ($107.99K), Authentikos Wealth Advisory LLC ($104.78K), Susquehanna International Group LLP ($87.21K), and Crown Wealth Group LLC ($84.99K). How much institutional buying is happening at iShares Large Cap Max Buffer Sep ETF? Institutional investors have bought a total of 3,184,862 shares in the last 24 months. This purchase volume represents approximately $80.09M in transactions. Which of iShares Large Cap Max Buffer Sep ETF's major shareholders have been selling company stock? Of the 9 institutional investors that sold iShares Large Cap Max Buffer Sep ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($836.21K), Crown Wealth Group LLC ($62.30K), FSR Wealth Management Ltd. ($39.71K), Lord & Richards Wealth Management LLC ($20.19K), Outlook Wealth Advisors LLC ($14.22K), POM Investment Strategies LLC ($13.77K), and Grantvest Financial Group LLC ($6.30K). How much institutional selling is happening at iShares Large Cap Max Buffer Sep ETF? Institutional investors have sold a total of 999,935 shares in the last 24 months. This volume of shares sold represents approximately $25.04M in transactions. Related Companies SPDR Russell 1000 Momentum Focus ETF Institutional Ownership Direxion Daily Magnificent 7 Bull 2X Shares Institutional Ownership Hennessy Sustainable ETF Institutional Ownership Essential 40 Stock ETF Institutional Ownership Pacer Swan SOS Moderate (April) ETF Institutional Ownership Pacer Swan SOS Moderate (January) ETF Institutional Ownership Innovator Nasdaq-100 10 Buffer ETF - Quarterly Institutional Ownership Simplify US Equity PLUS Downside Convexity ETF Institutional Ownership Pacer Swan SOS Moderate (October) ETF Institutional Ownership AllianzIM U.S. Large Cap Buffer20 Mar ETF Institutional Ownership This page (BATS:SMAX) was last updated on 7/3/2025 by MarketBeat.com Staff From Our PartnersTrump’s New Order Could Boost Social Security Benefits by 400%If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...InvestorPlace | SponsoredThe $15 Gold Fund That Pays Up to $1,152/MonthGold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...Investors Alley | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredA grave, grave error.President Donald Trump made headlines last month with a staggering claim. He stated that since taking offic...Porter & Company | SponsoredPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...Paradigm Press | SponsoredThe $7 company helping Nvidia build the world’s first trillion-dollar robot …Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares Large Cap Max Buffer Sep ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares Large Cap Max Buffer Sep ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free SMAX Stock Alerts