How do I set a price alert for BALI?

To set a BALI price alert on Stock Alarm Pro, navigate to the BALI quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for BALI?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for BALI. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for BALI?

Stock Alarm Pro supports over 125 trigger types for BALI: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about BALI price changes?

BALI alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for BALI alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for BALI and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

BALI Institutional Ownership & 13F Filings

iShares U.S. Large Cap Premium Income Active ETF(BALI)

USBATSClosing price · checked 5:26 PM ETAbout this dataData status

$33.63▼-0.12 (-0.36%)

Extended:$33.75+0.12 (+0.36%)

WatchlistChart Studio

BALI(BALI)

BALI

Institutional Ownership

Top 191 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	3.38M	Sep 30, 26	+438.05K	7.30%
FMR LLC	1.12M	Sep 30, 26	-694.24K	2.43%
JPMORGAN CHASE & CO	800.22K	Sep 30, 26	+187.17K	1.73%
COMMONWEALTH EQUITY SERVICES, LLC	750.37K	Sep 30, 26	+139.02K	1.62%
OSAIC HOLDINGS, INC.	718.75K	Sep 30, 26	+88.86K	1.55%
RAYMOND JAMES FINANCIAL INC	615.34K	Sep 30, 26	+282.61K	1.33%
Arax Advisory Partners	308.85K	Sep 30, 26	+5.25K	0.67%
Janney Montgomery Scott LLC	200.99K	Sep 30, 26	+36.43K	0.43%
Cornerstone Wealth Group, LLC	172.64K	Sep 30, 26	-8.03K	0.37%
PARK AVENUE SECURITIES LLC	171.99K	Sep 30, 26	+12.55K	0.37%
Wilshire Advisors LLC	153.18K	Sep 30, 26	+153.18K	0.33%
CreativeOne Wealth, LLC	114.94K	Sep 30, 26	+4.67K	0.25%
United Advisor Group, LLC	112.80K	Sep 30, 26	+7.22K	0.24%
Keeler Thomas Management LLC	112.61K	Sep 30, 26	-9.50K	0.24%
Triad Wealth Partners, LLC	104.07K	Sep 30, 26	-3.96K	0.22%
HighTower Advisors, LLC	102.70K	Sep 30, 26	-3.48K	0.22%
Flagship Private Wealth, LLC	79.78K	Sep 30, 26	+2.14K	0.17%
DRIVE WEALTH MANAGEMENT, LLC	78.92K	Sep 30, 26	-1.79K	0.17%
Private Advisor Group, LLC	77.20K	Sep 30, 26	+6.88K	0.17%
Orion Porfolio Solutions, LLC	74.23K	Sep 30, 26	+9.65K	0.16%
3EDGE Asset Management, LP	74.15K	Sep 30, 26	+54	0.16%
Founders Financial Alliance, LLC	65.48K	Sep 30, 26	-4.42K	0.14%
Cambridge Investment Research Advisors, Inc.	60.74K	Sep 30, 26	+40.41K	0.13%
Synergy Investment Management, LLC	59.14K	Sep 30, 26	+31.90K	0.13%
Confluence Wealth Services, Inc.	57.42K	Sep 30, 26	+10.74K	0.12%
Tradition Wealth Management, LLC	55.21K	Sep 30, 26	+55.21K	0.12%
FIRST HORIZON CORP	54.55K	Sep 30, 26	--	0.12%
BETO FINANCIAL GROUP, LLC	52.57K	Sep 30, 26	+2.72K	0.11%
Sovran Advisors, LLC	51.97K	Sep 30, 26	-1.43K	0.11%
Apollon Wealth Management, LLC	46.23K	Sep 30, 26	+46.23K	0.10%
Quadrant Private Wealth Management, LLC	43.41K	Sep 30, 26	+1.13K	0.09%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	41.83K	Sep 30, 26	+2.40K	0.09%
Dynasty Wealth Management, LLC	41.40K	Sep 30, 26	+20.76K	0.09%
Bauman Advisory Group, LLC	33.29K	Sep 30, 26	+33.29K	0.07%
OPTIMA CAPITAL LLC	30.10K	Sep 30, 26	+30.10K	0.07%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	25.83K	Sep 30, 26	+10.81K	0.06%
Transamerica Financial Advisors, LLC	24.90K	Sep 30, 26	+4.64K	0.05%
Shepherd Financial Partners LLC	23.67K	Sep 30, 26	+23.67K	0.05%
MGO ONE SEVEN LLC	22.72K	Sep 30, 26	+6.32K	0.05%
Skyline Advisors, Inc.	21.46K	Sep 30, 26	-5.08K	0.05%
OneDigital Investment Advisors LLC	19.43K	Sep 30, 26	-17	0.04%
Asset One Wealth Management LLC	19.20K	Sep 30, 26	+19.20K	0.04%
GeoWealth Management, LLC	17.56K	Sep 30, 26	--	0.04%
Summit Financial, LLC	17.47K	Sep 30, 26	+2.57K	0.04%
HARBOUR INVESTMENTS, INC.	17.28K	Sep 30, 26	+1.75K	0.04%
Mariner, LLC	15.63K	Sep 30, 26	-1.70K	0.03%
Creative Planning	15.02K	Sep 30, 26	+160	0.03%
Security Financial Services, INC.	14.97K	Sep 30, 26	-913	0.03%
ELEVATION POINT WEALTH PARTNERS, LLC	14.74K	Sep 30, 26	+6.90K	0.03%
Golden State Wealth Management, LLC	13.73K	Sep 30, 26	+13.05K	0.03%
Collaborative Wealth Managment Inc.	13.30K	Sep 30, 26	+5.00K	0.03%
High Net Worth Advisory Group LLC	13.22K	Sep 30, 26	+13.22K	0.03%
J.W. COLE ADVISORS, INC.	13.13K	Sep 30, 26	+209	0.03%
Atlas Private Wealth Advisors	11.99K	Sep 30, 26	+1.28K	0.03%
IFG Advisory, LLC	11.08K	Sep 30, 26	+2.81K	0.02%
TRUIST FINANCIAL CORP	10.09K	Sep 30, 26	+1.82K	0.02%
Alta Wealth Advisors LLC	9.98K	Sep 30, 26	+9.98K	0.02%
Kestra Advisory Services, LLC	8.63K	Sep 30, 26	+8.63K	0.02%
PRINCIPAL SECURITIES, INC.	8.51K	Sep 30, 26	+8.51K	0.02%
Calamos Wealth Management LLC	8.04K	Sep 30, 26	--	0.02%
Apollon Financial, LLC	8.00K	Sep 30, 26	+8.00K	0.02%
JANE STREET GROUP, LLC	7.90K	Sep 30, 26	+7.90K	0.02%
Town Capital LLC	7.84K	Sep 30, 26	+421	0.02%
Tennessee Valley Asset Management Partners	7.75K	Sep 30, 26	+8	0.02%
Lifeworks Advisors, LLC	7.15K	Sep 30, 26	+7.15K	0.02%
Transcendent Capital Group LLC	7.00K	Sep 30, 26	-11	0.02%
ASHTON THOMAS SECURITIES, LLC	6.50K	Sep 30, 26	+6.50K	0.01%
WILLNER & HELLER, LLC	6.50K	Sep 30, 26	+102	0.01%
Landing Point Financial Group, LLC	6.42K	Sep 30, 26	+6.42K	0.01%
FIFTH THIRD BANCORP	5.87K	Sep 30, 26	-125	0.01%
Harborfront Financial Group LLC	5.04K	Sep 30, 26	-416	0.01%
IAG Wealth Partners, LLC	4.80K	Sep 30, 26	--	0.01%
PlanVest Financial, Inc	4.56K	Sep 30, 26	+4.56K	0.01%
AE Wealth Management LLC	4.19K	Sep 30, 26	+2.55K	0.01%
Spire Wealth Management	3.84K	Sep 30, 26	-205	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.67K	Sep 30, 26	+3.67K	0.01%
Rossby Financial, LCC	3.50K	Sep 30, 26	+1.51K	0.01%
Global Retirement Partners, LLC	3.21K	Sep 30, 26	+114	0.01%
Essential Investment Partners LLC	2.19K	Sep 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.80K	Sep 30, 26	-879	0.00%
US BANCORP \DE\	1.57K	Sep 30, 26	+465	0.00%
High Point Wealth Management, LLC	1.41K	Sep 30, 26	+1.41K	0.00%
Superior Planning, LLC	1.29K	Sep 30, 26	+1.29K	0.00%
LGT Financial Advisors LLC	1.04K	Sep 30, 26	+1.04K	0.00%
Jacobi Capital Management LLC	820	Sep 30, 26	+820	0.00%
AlphaCore Capital LLC	756	Sep 30, 26	+756	0.00%
Ashton Thomas Private Wealth, LLC	444	Sep 30, 26	+114	0.00%
Larson Financial Group LLC	300	Sep 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	244	Sep 30, 26	+244	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	218	Sep 30, 26	+102	0.00%
Signature Equity Partners, LLC	153	Sep 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	151	Sep 30, 26	+3	0.00%
Asset Dedication, LLC	87	Sep 30, 26	+87	0.00%
Godfrey Financial Associates, Inc.	80	Sep 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	35	Sep 30, 26	+35	0.00%
HANTZ FINANCIAL SERVICES, INC.	17	Sep 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	10	Sep 30, 26	--	0.00%
Colonial Trust Co / SC	7	Sep 30, 26	+1	0.00%
CoreCap Advisors, LLC	--	Sep 30, 26	-12	--
UBS Group AG	--	Sep 30, 26	-26	--
Cornerstone Planning Group LLC	--	Sep 30, 26	-195	--
Meramec Financial Planners, LLC	--	Sep 30, 26	-92	--
Farmers & Merchants Trust Co of Chambersburg PA	--	Sep 30, 26	-300	--
BESSEMER GROUP INC	--	Sep 30, 26	-1.53K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-150	--
MCF Advisors LLC	--	Sep 30, 26	-332	--
ENVESTNET ASSET MANAGEMENT INC	3.41M	Jun 30, 26	+1.55M	7.38%
AMERIPRISE FINANCIAL INC	2.04M	Jun 30, 26	-32.82K	4.41%
BANK OF AMERICA CORP /DE/	1.79M	Jun 30, 26	+578.76K	3.87%
Cetera Investment Advisers	1.23M	Jun 30, 26	+588.70K	2.65%
WELLS FARGO & COMPANY/MN	1.06M	Jun 30, 26	+174.94K	2.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.02M	Jun 30, 26	+100.73K	2.21%
FUKOKU MUTUAL LIFE INSURANCE CO	737.00K	Jun 30, 26	+371.00K	1.59%
OSAIC HOLDINGS, INC.	629.89K	Jun 30, 26	+145.51K	1.36%
JPMORGAN CHASE & CO	613.05K	Jun 30, 26	+161.47K	1.32%
Envestnet Portfolio Solutions, Inc.	568.58K	Jun 30, 26	+296.75K	1.23%
MORGAN STANLEY	561.95K	Jun 30, 26	+220.13K	1.21%
Vestmark Advisory Solutions, Inc.	524.31K	Jun 30, 26	--	1.13%
RAYMOND JAMES FINANCIAL INC	332.72K	Jun 30, 26	+320.04K	0.72%
MML INVESTORS SERVICES, LLC	317.09K	Jun 30, 26	+160.84K	0.69%
Granite Bay Wealth Management, LLC	310.80K	Jun 30, 26	+3.39K	0.67%
Arax Advisory Partners	303.60K	Jun 30, 26	+298.48K	0.66%
Equitable Holdings, Inc.	242.17K	Jun 30, 26	+59.31K	0.52%
Sanctuary Advisors, LLC	157.02K	Jun 30, 26	+34.16K	0.34%
CreativeOne Wealth, LLC	110.27K	Jun 30, 26	+30.66K	0.24%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	105.45K	Jun 30, 26	--	0.23%
FIDUCIARY FINANCIAL ADVISORS	81.58K	Jun 30, 26	+81.58K	0.18%
ROYAL BANK OF CANADA	76.47K	Jun 30, 26	+76.02K	0.17%
Orion Porfolio Solutions, LLC	64.58K	Jun 30, 26	+26.73K	0.14%
Cerity Partners LLC	62.00K	Jun 30, 26	+15.33K	0.13%
Integrated Wealth Concepts LLC	56.84K	Jun 30, 26	+23.62K	0.12%
Sequoia Financial Advisors, LLC	56.07K	Jun 30, 26	+15.08K	0.12%
Gotham Asset Management, LLC	53.84K	Jun 30, 26	+7.70K	0.12%
BETO FINANCIAL GROUP, LLC	49.85K	Jun 30, 26	+4.84K	0.11%
Invst, LLC	45.00K	Jun 30, 26	+16.59K	0.10%
Stratos Wealth Partners, LTD.	44.40K	Jun 30, 26	-7.04K	0.10%
NewEdge Advisors, LLC	30.46K	Jun 30, 26	+19.28K	0.07%
BlackRock, Inc.	30.41K	Jun 30, 26	+2.39K	0.07%
GTS SECURITIES LLC	27.64K	Jun 30, 26	+27.64K	0.06%
Snowden Capital Advisors LLC	27.53K	Jun 30, 26	-228	0.06%
Gladstone Institutional Advisory LLC	25.56K	Jun 30, 26	-387	0.06%
NorthRock Partners, LLC	21.21K	Jun 30, 26	+7.17K	0.05%
Dynasty Wealth Management, LLC	20.64K	Jun 30, 26	+998	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.30K	Jun 30, 26	-71.52K	0.04%
V2 Financial group LLC	19.94K	Jun 30, 26	+19.94K	0.04%
Perennial Investment Advisors, LLC	18.58K	Jun 30, 26	+950	0.04%
Kingsview Wealth Management, LLC	17.77K	Jun 30, 26	+17.77K	0.04%
Per Stirling Capital Management, LLC.	15.05K	Jun 30, 26	+600	0.03%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	15.03K	Jun 30, 26	+15.03K	0.03%
Arkadios Wealth Advisors	14.56K	Jun 30, 26	-16.23K	0.03%
Fortis Advisors, LLC	13.11K	Jun 30, 26	+5.56K	0.03%
Ausdal Financial Partners, Inc.	12.21K	Jun 30, 26	+5.40K	0.03%
World Investment Advisors	12.21K	Jun 30, 26	+2.46K	0.03%
Vision Retirement, LLC	11.12K	Jun 30, 26	+713	0.02%
WEALTH ALLIANCE, LLC	11.03K	Jun 30, 26	+11.03K	0.02%
Icon Wealth Advisors, LLC	10.55K	Jun 30, 26	-2.35K	0.02%
Advyzon Investment Management, LLC	9.50K	Jun 30, 26	+9.50K	0.02%
Madison Wealth Partners, Inc	8.04K	Jun 30, 26	--	0.02%
Gateway Wealth Partners, LLC	6.28K	Jun 30, 26	-1.90K	0.01%
Estate Counselors, LLC	5.91K	Jun 30, 26	+5.91K	0.01%
Harborfront Financial Group LLC	5.46K	Jun 30, 26	+5.46K	0.01%
SHP Wealth Management	3.88K	Jun 30, 26	-144	0.01%
Rockefeller Capital Management L.P.	2.44K	Jun 30, 26	+2.44K	0.01%
BFC Planning, Inc.	2.27K	Jun 30, 26	-2.72K	0.00%
Aptus Capital Advisors, LLC	1.80K	Jun 30, 26	+1.45K	0.00%
AE Wealth Management LLC	1.64K	Jun 30, 26	+381	0.00%
Steward Partners Investment Advisory, LLC	1.45K	Jun 30, 26	-10.13K	0.00%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	1.20K	Jun 30, 26	-3.79K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	1.11K	Jun 30, 26	+1.11K	0.00%
Qube Research & Technologies Ltd	803	Jun 30, 26	+803	0.00%
VANGUARD ADVISERS INC	329	Jun 30, 26	+329	0.00%
Continuum Advisory, LLC	92	Jun 30, 26	+92	0.00%
UBS Group AG	26	Jun 30, 26	-124	0.00%
Atomic Invest LLC	1	Jun 30, 26	+1	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-624	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-17.16K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-103	--
MAI Capital Management	--	Jun 30, 26	-220	--
U.S. Capital Wealth Advisors, LLC	262.16K	Mar 31, 26	+1.39K	0.57%
Sunbelt Securities, Inc.	20.85K	Mar 31, 26	+4.28K	0.05%
SIGNET FINANCIAL MANAGEMENT, LLC	9.38K	Mar 31, 26	+999	0.02%
CWM, LLC	121	Mar 31, 26	+51	0.00%
Edge Financial Advisors LLC	13.61K	Dec 31, 25	+13.61K	0.03%
COMERICA BANK	3.95K	Dec 31, 25	-80	0.01%
EWG Elevate Inc.	735.84K	Sep 30, 25	+3.98K	1.59%
Summit X, LLC	17.76K	Jun 30, 25	+7.39K	0.04%
Atria Wealth Solutions, Inc.	16.90K	Jun 30, 25	-7.85K	0.04%
First Horizon Advisors, Inc.	1.21K	Jun 30, 25	+317	0.00%
Orion Portfolio Solutions, LLC	14.41K	Mar 31, 25	+7.72K	0.03%
Maxwell Wealth Strategies Inc.	14.36K	Dec 31, 24	+14.36K	0.03%
BlackRock Inc.	247.00K	Jun 30, 24	-153.00K	0.53%