Next Level Private LLC Takes Position in iShares Advantage Large Cap Income ETF $BALI

Next Level Private LLC purchased a new position in shares of iShares Advantage Large Cap Income ETF (BATS:BALI) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 102,414 shares of the company’s stock, valued at approximately $3,244,000. iShares Advantage Large Cap Income ETF accounts for approximately 0.9% of Next Level Private LLC’s portfolio, making the stock its 29th biggest holding. Next Level Private LLC owned approximately 0.48% of iShares Advantage Large Cap Income ETF at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in BALI. Embree Financial Group raised its stake in iShares Advantage Large Cap Income ETF by 5.0% in the 3rd quarter. Embree Financial Group now owns 7,442 shares of the company’s stock valued at $236,000 after acquiring an additional 356 shares during the period. NewEdge Advisors LLC boosted its position in iShares Advantage Large Cap Income ETF by 6.4% during the first quarter. NewEdge Advisors LLC now owns 6,533 shares of the company’s stock worth $188,000 after purchasing an additional 394 shares during the period. Detalus Advisors LLC increased its stake in shares of iShares Advantage Large Cap Income ETF by 4.6% in the third quarter. Detalus Advisors LLC now owns 16,513 shares of the company’s stock worth $524,000 after purchasing an additional 722 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of iShares Advantage Large Cap Income ETF in the second quarter valued at approximately $30,000. Finally, CreativeOne Wealth LLC raised its position in shares of iShares Advantage Large Cap Income ETF by 2.7% in the third quarter. CreativeOne Wealth LLC now owns 76,681 shares of the company’s stock valued at $2,434,000 after purchasing an additional 2,000 shares during the period.

iShares Advantage Large Cap Income ETF Trading Down 1.4%

Shares of BALI stock opened at $30.66 on Friday. The firm’s 50 day moving average is $31.94 and its 200 day moving average is $31.71. The stock has a market capitalization of $33.11 million, a P/E ratio of 23.77 and a beta of 0.85. iShares Advantage Large Cap Income ETF has a 12 month low of $25.05 and a 12 month high of $32.72.

iShares Advantage Large Cap Income ETF Company 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.