Sovran Advisors LLC Buys 38,019 Shares of iShares Advantage Large Cap Income ETF $BALI

Sovran Advisors LLC increased its stake in iShares Advantage Large Cap Income ETF (BATS:BALI) by 152.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 62,880 shares of the company’s stock after purchasing an additional 38,019 shares during the quarter. Sovran Advisors LLC owned 0.28% of iShares Advantage Large Cap Income ETF worth $2,015,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the stock. SigFig Wealth Management LLC lifted its holdings in shares of iShares Advantage Large Cap Income ETF by 2.9% during the 4th quarter. SigFig Wealth Management LLC now owns 12,252 shares of the company’s stock valued at $388,000 after buying an additional 349 shares during the period. Embree Financial Group boosted its stake in shares of 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 worth $236,000 after buying an additional 356 shares during the last quarter. NewEdge Advisors LLC grew its holdings in shares of 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 worth $188,000 after acquiring an additional 394 shares during the period. National Wealth Management Group LLC grew its holdings in shares of iShares Advantage Large Cap Income ETF by 7.1% in the fourth quarter. National Wealth Management Group LLC now owns 7,533 shares of the company’s stock worth $239,000 after acquiring an additional 499 shares during the period. Finally, Detalus Advisors LLC increased its position in iShares Advantage Large Cap Income ETF by 4.6% during the third quarter. Detalus Advisors LLC now owns 16,513 shares of the company’s stock valued at $524,000 after acquiring an additional 722 shares during the last quarter.

iShares Advantage Large Cap Income ETF Stock Performance

BALI stock opened at $30.74 on Friday. The company has a market cap of $33.20 million, a price-to-earnings ratio of 23.77 and a beta of 0.85. The business’s 50-day moving average is $31.67 and its two-hundred day moving average is $31.68. iShares Advantage Large Cap Income ETF has a fifty-two week low of $25.05 and a fifty-two week 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.