Envestnet Portfolio Solutions Inc. Acquires 31,697 Shares of iShares Advantage Large Cap Income ETF $BALI

Envestnet Portfolio Solutions Inc. grew its holdings in shares of iShares Advantage Large Cap Income ETF (BATS:BALI) by 16.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 222,268 shares of the company’s stock after acquiring an additional 31,697 shares during the period. Envestnet Portfolio Solutions Inc. owned about 0.94% of iShares Advantage Large Cap Income ETF worth $7,041,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of BALI. Spire Wealth Management lifted its stake in shares of iShares Advantage Large Cap Income ETF by 978.7% in the fourth quarter. Spire Wealth Management now owns 2,837 shares of the company’s stock worth $90,000 after acquiring an additional 2,574 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 valued at $188,000 after acquiring an additional 394 shares during the last quarter. MGO One Seven LLC bought a new stake in iShares Advantage Large Cap Income ETF during the third quarter valued at $201,000. High Falls Advisors Inc bought a new stake in iShares Advantage Large Cap Income ETF during the second quarter valued at $201,000. Finally, Truist Financial Corp acquired a new stake in shares of iShares Advantage Large Cap Income ETF during the 4th quarter worth approximately $202,000.

iShares Advantage Large Cap Income ETF Stock Up 0.5%

Shares of BALI stock opened at $33.66 on Thursday. The company 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 52 week low of $28.53 and a 52 week high of $33.92. The firm has a 50 day moving average of $32.04 and a 200-day moving average of $31.92.

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.