Beto Financial Group LLC Acquires New Position in iShares Advantage Large Cap Income ETF $BALI

Beto Financial Group LLC acquired a new stake in shares of 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 acquired 18,622 shares of the company’s stock, valued at approximately $603,000.

Several other institutional investors and hedge funds have also modified their holdings of BALI. Bank of America Corp DE lifted its stake in shares of iShares Advantage Large Cap Income ETF by 71,009.1% during the third quarter. Bank of America Corp DE now owns 297,236 shares of the company’s stock valued at $9,434,000 after buying an additional 296,818 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in iShares Advantage Large Cap Income ETF by 102.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 557,668 shares of the company’s stock worth $17,667,000 after purchasing an additional 282,090 shares during the period. Ameriprise Financial Inc. raised its stake in iShares Advantage Large Cap Income ETF by 11.5% during the third quarter. Ameriprise Financial Inc. now owns 1,226,644 shares of the company’s stock worth $38,883,000 after purchasing an additional 126,092 shares during the period. Diversify Advisory Services LLC purchased a new position in iShares Advantage Large Cap Income ETF during the third quarter worth approximately $3,628,000. Finally, Prevail Innovative Wealth Advisors LLC purchased a new position in iShares Advantage Large Cap Income ETF during the fourth quarter worth approximately $3,253,000.

iShares Advantage Large Cap Income ETF Stock Down 0.5%

BATS:BALI opened at $34.10 on Tuesday. The company has a market cap of $36.83 million, a P/E ratio of 23.77 and a beta of 0.85. iShares Advantage Large Cap Income ETF has a fifty-two week low of $28.80 and a fifty-two week high of $34.50. The firm’s 50 day moving average is $32.46 and its two-hundred day moving average is $32.06.

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.