Southern Capital Services Inc. ADV Buys Shares of 230,738 iShares Advantage Large Cap Income ETF $BALI

Southern Capital Services Inc. ADV purchased a new position in iShares Advantage Large Cap Income ETF (BATS:BALI) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 230,738 shares of the company’s stock, valued at approximately $7,310,000. iShares Advantage Large Cap Income ETF accounts for 4.6% of Southern Capital Services Inc. ADV’s holdings, making the stock its 8th largest position.

A number of other large investors also recently modified their holdings of BALI. Integrated Wealth Concepts LLC bought a new stake in shares of iShares Advantage Large Cap Income ETF in the first quarter valued at approximately $292,000. NewEdge Advisors LLC grew its stake 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 last quarter. Goldman Sachs Group Inc. bought a new position in iShares Advantage Large Cap Income ETF during the first quarter worth $737,000. Jane Street Group LLC bought a new position in iShares Advantage Large Cap Income ETF during the first quarter worth $715,000. Finally, Ameriprise Financial Inc. raised its stake in iShares Advantage Large Cap Income ETF by 0.8% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,100,552 shares of the company’s stock valued at $33,140,000 after purchasing an additional 9,242 shares during the last quarter.

iShares Advantage Large Cap Income ETF Price Performance

Shares of iShares Advantage Large Cap Income ETF stock opened at $33.74 on Friday. The company has a market cap of $36.44 million, a PE ratio of 23.77 and a beta of 0.85. The firm has a fifty day moving average price of $33.28 and a two-hundred day moving average price of $32.27. iShares Advantage Large Cap Income ETF has a fifty-two week low of $29.08 and a fifty-two week high of $34.50.

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.