Lord & Richards Wealth Management LLC Takes Position in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Lord & Richards Wealth Management LLC acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 21,497 shares of the company’s stock, valued at approximately $542,000. iShares Large Cap Max Buffer Sep ETF accounts for about 1.1% of Lord & Richards Wealth Management LLC’s investment portfolio, making the stock its 29th biggest holding.

A number of other institutional investors have also recently made changes to their positions in SMAX. SMART Wealth LLC purchased a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $850,000. Authentikos Wealth Advisory LLC purchased a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $584,000. B.O.S.S. Retirement Advisors LLC purchased a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $1,036,000. FSR Wealth Management Ltd. purchased a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $2,008,000. Finally, FSA Advisors Inc. purchased a new stake in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $456,000.

iShares Large Cap Max Buffer Sep ETF Stock Up 1.4 %

Shares of SMAX stock opened at $25.56 on Friday. The business has a 50 day moving average of $25.36.

iShares Large Cap Max Buffer Sep ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Friday, January 3rd. Investors of record on Monday, December 30th were paid a $0.0668 dividend. The ex-dividend date of this dividend was Monday, December 30th.