14,144 iShares A.I. Innovation and Tech Active ETF $BAI Shares Sold by Gen Wealth Partners Inc

Gen Wealth Partners Inc trimmed its holdings in shares of iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) by 10.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 117,363 shares of the company’s stock after selling 14,144 shares during the period. iShares A.I. Innovation and Tech Active ETF comprises approximately 1.5% of Gen Wealth Partners Inc’s investment portfolio, making the stock its 9th largest holding. Gen Wealth Partners Inc’s holdings in iShares A.I. Innovation and Tech Active ETF were worth $5,538,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BAI. YANKCOM Partnership purchased a new position in iShares A.I. Innovation and Tech Active ETF in the third quarter valued at approximately $36,000. Wells Financial Advisors INC grew its holdings in iShares A.I. Innovation and Tech Active ETF by 87.0% during the second quarter. Wells Financial Advisors INC now owns 1,141 shares of the company’s stock valued at $60,000 after purchasing an additional 531 shares during the period. Team Financial Group LLC increased its position in iShares A.I. Innovation and Tech Active ETF by 52.7% in the first quarter. Team Financial Group LLC now owns 1,472 shares of the company’s stock worth $48,000 after buying an additional 508 shares during the last quarter. Nations Financial Group Inc. IA ADV purchased a new stake in iShares A.I. Innovation and Tech Active ETF in the second quarter worth $209,000. Finally, NBT Bank N.A. purchased a new stake in iShares A.I. Innovation and Tech Active ETF in the third quarter worth $216,000.

iShares A.I. Innovation and Tech Active ETF Price Performance

Shares of BAI opened at $35.93 on Tuesday. The firm has a market cap of $11.17 billion, a PE ratio of 27.57 and a beta of 2.44. The stock’s fifty day moving average price is $43.76 and its two-hundred day moving average price is $42.19. iShares A.I. Innovation and Tech Active ETF has a 1 year low of $30.82 and a 1 year high of $54.46.

iShares A.I. Innovation and Tech Active ETF 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.