Cornerstone Planning Group LLC Boosts Stock Position 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 21,494.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,498 shares of the company’s stock after buying an additional 55,241 shares during the quarter. Cornerstone Planning Group LLC’s holdings in iShares A.I. Innovation and Tech Active ETF were worth $2,054,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Harbor Investment Advisory LLC increased its holdings in iShares A.I. Innovation and Tech Active ETF by 89.5% in the 3rd quarter. Harbor Investment Advisory LLC now owns 1,681 shares of the company’s stock worth $57,000 after acquiring an additional 794 shares in the last quarter. AdvisorNet Financial Inc increased its stake in shares of iShares A.I. Innovation and Tech Active ETF by 147.3% during the third quarter. AdvisorNet Financial Inc now owns 2,213 shares of the company’s stock worth $76,000 after purchasing an additional 1,318 shares in the last quarter. Golden State Wealth Management LLC acquired a new position in shares of iShares A.I. Innovation and Tech Active ETF during the 2nd quarter worth about $103,000. EverSource Wealth Advisors LLC purchased a new position in iShares A.I. Innovation and Tech Active ETF in the 2nd quarter valued at about $119,000. Finally, Financial Management Professionals Inc. boosted its holdings in iShares A.I. Innovation and Tech Active ETF by 462.4% in the 3rd quarter. Financial Management Professionals Inc. now owns 5,382 shares of the company’s stock worth $184,000 after buying an additional 4,425 shares during the last quarter.

iShares A.I. Innovation and Tech Active ETF Trading Up 0.6%

NYSEARCA:BAI opened at $34.67 on Tuesday. The stock has a 50 day moving average of $34.29 and a two-hundred day moving average of $33.69. iShares A.I. Innovation and Tech Active ETF has a 12 month low of $18.33 and a 12 month high of $38.04. The firm has a market cap of $8.58 billion, a P/E ratio of 45.43 and a beta of 2.60.

About iShares A.I. Innovation and Tech Active ETF

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.