Prevail Innovative Wealth Advisors LLC Acquires New Shares in iShares Advantage Large Cap Income ETF $BALI

Prevail Innovative Wealth Advisors LLC acquired a new stake in iShares Advantage Large Cap Income ETF (BATS:BALI) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 102,684 shares of the company’s stock, valued at approximately $3,253,000. Prevail Innovative Wealth Advisors LLC owned about 0.43% of iShares Advantage Large Cap Income ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in BALI. Integrated Wealth Concepts LLC acquired a new position in iShares Advantage Large Cap Income ETF in the first quarter valued at approximately $292,000. NewEdge Advisors LLC lifted its holdings in iShares Advantage Large Cap Income ETF by 6.4% in the first quarter. NewEdge Advisors LLC now owns 6,533 shares of the company’s stock valued at $188,000 after acquiring an additional 394 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in iShares Advantage Large Cap Income ETF in the first quarter valued at approximately $737,000. Jane Street Group LLC acquired a new position in iShares Advantage Large Cap Income ETF in the first quarter valued at approximately $715,000. Finally, Ameriprise Financial Inc. lifted its holdings in iShares Advantage Large Cap Income ETF by 0.8% in the second quarter. Ameriprise Financial Inc. now owns 1,100,552 shares of the company’s stock valued at $33,140,000 after acquiring an additional 9,242 shares during the last quarter.

iShares Advantage Large Cap Income ETF Stock Performance

BALI opened at $33.66 on Thursday. The business’s 50 day moving average price is $32.04 and its 200 day moving average price is $31.92. iShares Advantage Large Cap Income ETF has a one year low of $28.53 and a one year high of $33.92. The stock has a market capitalization of $36.35 million, a PE ratio of 23.77 and a beta of 0.85.

iShares Advantage Large Cap Income ETF Profile

The BlackRock Advantage Large Cap Income ETF (BALI) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed ETF that holds a portfolio of US large-cap equity securities. The fund seeks to achieve its investment objective by utilizing proprietary return forecast models combined with quantitative analysis methods BALI was launched on Sep 26, 2023 and is issued by BlackRock.