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

Envestnet Portfolio Solutions Inc. grew its stake in iShares Advantage Large Cap Income ETF (BATS:BALI) by 16.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 222,268 shares of the company’s stock after purchasing an additional 31,697 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in iShares Advantage Large Cap Income ETF were worth $7,041,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Spire Wealth Management grew its position in shares of iShares Advantage Large Cap Income ETF by 978.7% in the 4th quarter. Spire Wealth Management now owns 2,837 shares of the company’s stock worth $90,000 after buying an additional 2,574 shares during the period. NewEdge Advisors LLC boosted its holdings in 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 purchasing an additional 394 shares during the last quarter. MGO One Seven LLC bought a new stake in shares of iShares Advantage Large Cap Income ETF during the 3rd quarter valued at about $201,000. High Falls Advisors Inc purchased a new stake in shares of iShares Advantage Large Cap Income ETF in the 2nd quarter worth $201,000. Finally, Truist Financial Corp purchased a new stake in shares of iShares Advantage Large Cap Income ETF in the 4th quarter worth $202,000.

iShares Advantage Large Cap Income ETF Trading Up 0.5%

BATS BALI opened at $33.66 on Thursday. The company’s 50 day moving average is $32.04 and its two-hundred day moving average is $31.92. iShares Advantage Large Cap Income ETF has a 12 month low of $28.53 and a 12 month high of $33.92. The stock has a market cap of $36.35 million, a price-to-earnings ratio of 23.77 and a beta of 0.85.

About iShares Advantage Large Cap Income ETF

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.