Grantvest Financial Group LLC Makes New $1.90 Million Investment in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Posted by Donald Scott on Mar 24th, 2025

Grantvest Financial Group LLC bought a new position in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 75,474 shares of the company’s stock, valued at approximately $1,902,000. iShares Large Cap Max Buffer Sep ETF makes up approximately 2.1% of Grantvest Financial Group LLC’s portfolio, making the stock its 8th largest position.

Several other large investors have also recently bought and sold shares of SMAX. Spire Wealth Management acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth about $60,000. Investment Partners Asset Management Inc. acquired a new position in iShares Large Cap Max Buffer Sep ETF during the fourth quarter worth approximately $205,000. FSA Advisors Inc. bought a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter valued at approximately $456,000. ARS Investment Partners LLC bought a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth approximately $501,000. Finally, Lord & Richards Wealth Management LLC acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth approximately $542,000.

iShares Large Cap Max Buffer Sep ETF Price Performance

Shares of iShares Large Cap Max Buffer Sep ETF stock opened at $25.10 on Monday. The firm’s fifty day simple moving average is $25.35. iShares Large Cap Max Buffer Sep ETF has a 1 year low of $24.91 and a 1 year high of $25.60.

iShares Large Cap Max Buffer Sep ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Friday, January 3rd. Stockholders of record on Monday, December 30th were issued a dividend of $0.0668 per share. The ex-dividend date was Monday, December 30th.

iShares Large Cap Max Buffer Sep ETF Company Profile

(Free Report)

The iShares Large Cap Max Buffer Sep ETF (SMAX) is an exchange-traded fund that is based on the S&P 500 index. The fund seeks to track the price return of the iShares Core S&P 500 ETF (IVV) up to a cap, with 100% downside hedge over a one-year outcome period. The actively managed fund obtains exposure by holding IVV shares and options SMAX was launched on Sep 30, 2024 and is issued by BlackRock.