Cornerstone Planning Group LLC Has $3.04 Million Stock Holdings in iShares A.I. Innovation and Tech Active ETF $BAI

Cornerstone Planning Group LLC lifted its holdings in shares of iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) by 49.4% in the first quarter, according to its most recent filing with the SEC. The firm owned 92,274 shares of the company’s stock after acquiring an additional 30,505 shares during the period. Cornerstone Planning Group LLC’s holdings in iShares A.I. Innovation and Tech Active ETF were worth $3,040,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. EverSource Wealth Advisors LLC bought a new stake in iShares A.I. Innovation and Tech Active ETF in the second quarter valued at about $119,000. Redwood Investment Management LLC bought a new position in iShares A.I. Innovation and Tech Active ETF during the second quarter worth about $582,000. Imprint Wealth LLC bought a new position in iShares A.I. Innovation and Tech Active ETF during the third quarter worth about $296,000. Ameriprise Financial Inc. acquired a new stake in iShares A.I. Innovation and Tech Active ETF during the third quarter valued at approximately $92,637,000. Finally, United Capital Financial Advisors LLC boosted its holdings in iShares A.I. Innovation and Tech Active ETF by 157.4% during the third quarter. United Capital Financial Advisors LLC now owns 1,437,706 shares of the company’s stock valued at $49,112,000 after purchasing an additional 879,220 shares in the last quarter.

iShares A.I. Innovation and Tech Active ETF Trading Down 1.3%

BAI stock opened at $42.58 on Friday. iShares A.I. Innovation and Tech Active ETF has a 1-year low of $29.39 and a 1-year high of $54.46. The business’s 50 day moving average is $48.54 and its 200-day moving average is $40.31. The firm has a market cap of $13.08 billion, a P/E ratio of 45.43 and a beta of 2.26.

iShares A.I. Innovation and Tech Active ETF Company Profile

The iShares A.I. Innovation and Tech Active ETF (BAI) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is an actively managed portfolio of global AI and technology equities across all market capitalizations. Holdings are selected using proprietary, fundamental research. BAI was launched on Oct 21, 2024 and is issued by BlackRock.