Free Trial
→ Move $1,000 into this stock before Nov 6 (From Altimetry) (Ad)tc pixel Free MAXJ Stock Alerts

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

$28.17 +0.04 (+0.14%)
As of 10/24/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$95.12M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$29.20M
Get MAXJ Insider Trade Alerts

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

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MAXJ Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025 Strategic Blueprint LLC914,386$25.65M1.1%+35.9%22.411%
10/22/2025 Blue Sky Capital Consultants Group Inc.21,665$608K0.3%N/A0.531%
10/22/2025 Crown Wealth Group LLC31,244$876K0.3%N/A0.766%
10/21/2025 Amplius Wealth Advisors LLC29,067$815K0.1%-32.5%0.712%
10/17/2025 Encompass More Asset Management113,449$3.18M0.6%N/A2.781%
10/17/2025 J. L. Bainbridge & Co. Inc.962,686$27.00M2.3%+1.5%23.595%
10/16/2025 CRA Financial Services LLC42,326$1.19M0.2%-1.3%1.037%
10/16/2025 Donald L. Hagan LLC66,182$1.86M0.9%N/A1.622%
10/10/2025 FC Advisory LLC77,640$2.18M0.6%+424.6%1.903%
9/4/2025Osaic Holdings Inc.1,028$28K0.0%-49.5%0.025%
8/18/2025 Geneos Wealth Management Inc.3,507$96K0.0%+200.0%0.086%
8/15/2025Snowden Capital Advisors LLC35,800$985K0.0%-37.7%0.877%
8/12/2025 J. L. Bainbridge & Co. Inc.948,338$26.09M2.4%+547.0%23.244%
8/4/2025 Amplius Wealth Advisors LLC43,048$1.18M0.1%-94.0%1.055%
7/30/2025 Strategic Blueprint LLC672,724$18.51M0.9%+15.8%16.488%
7/29/2025Balboa Wealth Partners173,561$4.78M1.0%-5.2%4.254%
7/28/2025 Cypress Wealth Services LLC21,814$600K0.1%N/A0.535%
7/28/2025Axxcess Wealth Management LLC46,942$1.29M0.0%-4.1%1.151%
7/14/2025 CRA Financial Services LLC42,876$1.18M0.2%-24.8%1.051%
7/11/2025 Farther Finance Advisors LLC1,190$33K0.0%-64.4%0.029%
5/16/2025Signature Estate & Investment Advisors LLC12,385$319K0.0%N/A0.279%
5/14/2025Tradition Wealth Management LLC25,963$670K0.1%-19.6%0.585%
5/13/2025HighTower Advisors LLC73,590$1.90M0.0%-2.4%1.657%
5/9/2025NBZ Investment Advisors LLC29,129$751K0.4%-4.6%0.656%
5/8/2025Grantvest Financial Group LLC18,205$470K0.4%-11.6%0.410%
5/6/2025Proficio Capital Partners LLC10,380$268K0.0%N/A0.234%
5/2/2025Sigma Planning Corp16,837$434K0.0%-57.1%0.379%
5/1/2025Crosspoint Financial LLC34,413$888K2.6%N/A0.775%
4/29/2025Strategic Blueprint LLC581,011$14.98M0.8%+3.6%13.086%
4/29/2025OneDigital Investment Advisors LLC78,585$2.03M0.0%-6.5%1.770%
4/23/2025Balboa Wealth Partners183,128$4.72M1.1%-5.6%4.016%
4/16/2025CRA Financial Services LLC57,016$1.47M0.3%+1.6%1.250%
4/14/2025Farther Finance Advisors LLC3,340$86K0.0%+8,464.1%0.073%
4/10/2025Amplius Wealth Advisors LLC722,975$18.65M1.9%-22.4%15.855%
2/17/2025Snowden Capital Advisors LLC61,687$1.63M0.1%-4.5%0.000%
2/17/2025Citadel Advisors LLC30,956$809K0.0%N/A0.000%
2/14/2025Jane Street Group LLC40,733$1.07M0.0%-23.2%0.000%
2/14/2025OneDigital Investment Advisors LLC84,044$2.20M0.0%+1.0%0.000%
2/12/2025OLD Mission Capital LLC44,297$1.16M0.0%N/A0.000%
2/12/2025NBZ Investment Advisors LLC30,531$798K0.4%N/A0.000%
2/11/2025Grantvest Financial Group LLC20,583$538K0.6%N/A0.000%
2/10/2025Commonwealth Equity Services LLC24,592$643K0.0%-66.5%0.000%
2/10/2025Balboa Wealth Partners193,937$5.07M1.2%-4.3%0.000%
2/3/2025Sigma Planning Corp39,237$1.03M0.0%-10.3%0.000%
1/24/2025Panoramic Investment Advisors LLC68,650$1.79M1.2%+20.7%0.000%
1/23/2025Strategic Blueprint LLC560,686$14.65M0.9%+106.9%0.000%
1/21/2025Geneos Wealth Management Inc.1,169$31K0.0%N/A0.000%
1/16/2025Amplius Wealth Advisors LLC931,267$24.34M2.5%N/A0.000%
11/15/2024Jane Street Group LLC53,047$1.38M0.0%N/A0.000%
11/15/2024Weaver 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%
11/6/2024Spinnaker 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, 37 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Jun ETF. The most heavily invested institutionals were J. L. Bainbridge & Co. Inc. ($27.00M), Strategic Blueprint LLC ($25.65M), Balboa Wealth Partners ($4.78M), Encompass More Asset Management ($3.18M), FC Advisory LLC ($2.18M), OneDigital Investment Advisors LLC ($2.03M), and HighTower Advisors LLC ($1.90M).Learn more on iShares Large Cap Max Buffer Jun ETF's institutional investors.

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

Of the 34 institutional investors that purchased iShares Large Cap Max Buffer Jun ETF's 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 ($914.39K), J. L. Bainbridge & Co. Inc. ($816.11K), Balboa Wealth Partners ($202.76K), Encompass More Asset Management ($113.45K), OneDigital Investment Advisors LLC ($84.04K), and HighTower Advisors LLC ($75.40K).

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

Institutional investors have bought a total of 3,555,228 shares in the last 24 months. This purchase volume represents approximately $95.12M in transactions.

Which of iShares Large Cap Max Buffer Jun ETF's major shareholders have been selling company stock?

Of the 15 institutional investors that sold iShares Large Cap Max Buffer Jun ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($902.20K), Commonwealth Equity Services LLC ($48.91K), Balboa Wealth Partners ($29.19K), Sigma Planning Corp ($26.90K), Snowden Capital Advisors LLC ($24.52K), CRA Financial Services LLC ($14.69K), and Jane Street Group LLC ($12.31K).

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

Institutional investors have sold a total of 1,081,249 shares in the last 24 months. This volume of shares sold represents approximately $29.20M in transactions.


Related Companies

This page (NYSEARCA:MAXJ) was last updated on 10/26/2025 by MarketBeat.com Staff
From Our Partners
U.S. Government Sparking Crypto Rally
Missed Bitcoin when it was $100? You’re not alone. Crypto runs in cycles—and the next one is already underw...
Crypto 101 Media | Sponsoredtc pixel
A Worldwide Gold Lockdown Is Now Underway
Central banks around the world are hoarding gold at one of the fastest rates in history — and former Goldman S...
Stansberry Research | Sponsoredtc pixel
Elon Musk is on the line
Elon Musk says November 6 could "affect the future of the world" Get ready for the biggest pivot in corpora...
Altimetry | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
This gold stock is STILL undervalued by 80%...
“Like buying gold for $1,000/oz” If you could go back in time to 10+ years ago and buy gold for $1,000 an o...
Golden Portfolio | Sponsoredtc pixel
The strategy that wins no matter where the market goes
Joel and Adam have built a crypto trading system with a 93% win rate — even through volatile, sideways markets...
Crypto Swap Profits | Sponsoredtc pixel
If You Keep Cash In A U.S. Bank Account… Read This NOW
The Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...
Banyan Hill Publishing | Sponsoredtc pixel
The End of Elon Musk…?
While headlines point to collapsing sales and fading tax credits, tech analyst Jeff Brown says Tesla is on the...
Brownstone Research | Sponsoredtc pixel