Flagship Private Wealth LLC Invests $1.08 Million in iShares Advantage Large Cap Income ETF $BALI

Flagship Private Wealth LLC purchased a new position in iShares Advantage Large Cap Income ETF (BATS:BALI) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 34,209 shares of the company’s stock, valued at approximately $1,084,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of BALI. SigFig Wealth Management LLC raised its holdings in iShares Advantage Large Cap Income ETF by 2.9% in the 4th quarter. SigFig Wealth Management LLC now owns 12,252 shares of the company’s stock valued at $388,000 after acquiring an additional 349 shares during the last quarter. NewEdge Advisors LLC grew its position 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 valued at $188,000 after purchasing an additional 394 shares in the last quarter. Avantra Family Wealth Inc. increased its holdings in shares of iShares Advantage Large Cap Income ETF by 3.9% in the fourth quarter. Avantra Family Wealth Inc. now owns 12,857 shares of the company’s stock valued at $407,000 after purchasing an additional 477 shares during the last quarter. National Wealth Management Group LLC increased 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 valued at $239,000 after purchasing an additional 499 shares during the last quarter. Finally, Security Financial Services INC. lifted its position in iShares Advantage Large Cap Income ETF by 7.8% during the fourth quarter. Security Financial Services INC. now owns 9,680 shares of the company’s stock worth $307,000 after buying an additional 697 shares in the last quarter.

iShares Advantage Large Cap Income ETF Stock Performance

BATS BALI opened at $33.40 on Friday. The stock’s fifty day moving average is $31.76 and its two-hundred day moving average is $31.81. The firm has a market capitalization of $36.07 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 $28.01 and a fifty-two week high of $33.50.

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.