J. L. Bainbridge & Co. Inc. cut its holdings in iShares Large Cap Max Buffer Jun ETF (BATS:MAXJ – Free Report) by 5.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 902,170 shares of the company’s stock after selling 49,107 shares during the quarter. iShares Large Cap Max Buffer Jun ETF comprises 2.3% of J. L. Bainbridge & Co. Inc.’s portfolio, making the stock its 17th largest position. J. L. Bainbridge & Co. Inc. owned approximately 22.11% of iShares Large Cap Max Buffer Jun ETF worth $25,405,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in MAXJ. BIP Wealth LLC boosted its position in shares of iShares Large Cap Max Buffer Jun ETF by 5,125.8% in the 4th quarter. BIP Wealth LLC now owns 916,971 shares of the company’s stock worth $25,853,000 after purchasing an additional 899,424 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in iShares Large Cap Max Buffer Jun ETF by 200.0% in the second quarter. Geneos Wealth Management Inc. now owns 3,507 shares of the company’s stock valued at $96,000 after buying an additional 2,338 shares during the period. Ausdal Financial Partners Inc. bought a new position in iShares Large Cap Max Buffer Jun ETF during the third quarter worth about $300,000. Envestnet Asset Management Inc. bought a new position in iShares Large Cap Max Buffer Jun ETF during the third quarter worth about $392,000. Finally, Commonwealth Equity Services LLC grew its position in shares of iShares Large Cap Max Buffer Jun ETF by 0.4% during the 4th quarter. Commonwealth Equity Services LLC now owns 126,405 shares of the company’s stock worth $3,564,000 after buying an additional 516 shares during the period.
iShares Large Cap Max Buffer Jun ETF Trading Up 0.1%
Shares of BATS:MAXJ opened at $29.10 on Friday. The firm’s 50 day simple moving average is $28.92 and its 200 day simple moving average is $28.52. iShares Large Cap Max Buffer Jun ETF has a fifty-two week low of $27.41 and a fifty-two week high of $29.21.
iShares Large Cap Max Buffer Jun ETF Company Profile
The iShares Large Cap Max Buffer Jun ETF (MAXJ) is an exchange-traded fund that mostly invests in large cap equity. 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. MAXJ was launched on Jun 28, 2024 and is issued by BlackRock.
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