Prevail Innovative Wealth Advisors LLC Buys New Stake in iShares Advantage Large Cap Income ETF $BALI

Prevail Innovative Wealth Advisors LLC bought a new stake in iShares Advantage Large Cap Income ETF (BATS:BALI) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 102,684 shares of the company’s stock, valued at approximately $3,253,000.

Other large investors have also recently bought and sold shares of the company. HighTower Advisors LLC increased its holdings in iShares Advantage Large Cap Income ETF by 30.5% in the third quarter. HighTower Advisors LLC now owns 101,622 shares of the company’s stock valued at $3,225,000 after buying an additional 23,759 shares during the last quarter. Sovran Advisors LLC increased its holdings in iShares Advantage Large Cap Income ETF by 152.9% in the fourth quarter. Sovran Advisors LLC now owns 62,880 shares of the company’s stock valued at $2,015,000 after buying an additional 38,019 shares during the last quarter. Triad Wealth Partners LLC increased its holdings in iShares Advantage Large Cap Income ETF by 31.8% in the fourth quarter. Triad Wealth Partners LLC now owns 67,306 shares of the company’s stock valued at $2,132,000 after buying an additional 16,222 shares during the last quarter. Drive Wealth Management LLC purchased a new position in iShares Advantage Large Cap Income ETF in the fourth quarter valued at $2,056,000. Finally, Envestnet Portfolio Solutions Inc. increased its holdings in iShares Advantage Large Cap Income ETF by 9.3% in the third quarter. Envestnet Portfolio Solutions Inc. now owns 190,571 shares of the company’s stock valued at $6,049,000 after buying an additional 16,246 shares during the last quarter.

iShares Advantage Large Cap Income ETF Stock Performance

Shares of BALI stock opened at $33.66 on Thursday. The stock’s 50-day moving average is $32.04 and its two-hundred day moving average is $31.92. The firm has a market cap of $36.35 million, a price-to-earnings ratio of 23.77 and a beta of 0.85. iShares Advantage Large Cap Income ETF has a 1 year low of $28.53 and a 1 year high of $33.92.

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.