Stratos Wealth Partners LTD. Boosts Stock Holdings in iShares Advantage Large Cap Income ETF $BALI

Stratos Wealth Partners LTD. lifted its position in iShares Advantage Large Cap Income ETF (BATS:BALI) by 86.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 39,536 shares of the company’s stock after buying an additional 18,278 shares during the period. Stratos Wealth Partners LTD. owned approximately 0.18% of iShares Advantage Large Cap Income ETF worth $1,253,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Envestnet Asset Management Inc. grew its position in shares of iShares Advantage Large Cap Income ETF by 4.8% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,585,012 shares of the company’s stock worth $50,308,000 after buying an additional 72,054 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of iShares Advantage Large Cap Income ETF by 11.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,226,644 shares of the company’s stock worth $38,883,000 after buying an additional 126,092 shares during the last quarter. EWG Elevate Inc. grew its position in shares of iShares Advantage Large Cap Income ETF by 0.5% in the 3rd quarter. EWG Elevate Inc. now owns 735,843 shares of the company’s stock worth $23,356,000 after buying an additional 3,984 shares during the last quarter. Osaic Holdings Inc. grew its position in shares of iShares Advantage Large Cap Income ETF by 50.9% in the 2nd quarter. Osaic Holdings Inc. now owns 384,989 shares of the company’s stock worth $11,569,000 after buying an additional 129,931 shares during the last quarter. Finally, Bank of America Corp DE grew its position in shares of iShares Advantage Large Cap Income ETF by 71,009.1% in the 3rd quarter. Bank of America Corp DE now owns 297,236 shares of the company’s stock worth $9,434,000 after buying an additional 296,818 shares during the last quarter.

iShares Advantage Large Cap Income ETF Stock Up 1.9%

Shares of iShares Advantage Large Cap Income ETF stock opened at $31.41 on Thursday. The firm’s 50 day moving average price is $31.59 and its 200-day moving average price is $31.67. iShares Advantage Large Cap Income ETF has a 52-week low of $25.30 and a 52-week high of $32.72. The company has a market cap of $33.92 million, a P/E ratio of 23.77 and a beta of 0.85.

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.