Mosley Wealth Management Makes New Investment in iShares A.I. Innovation and Tech Active ETF $BAI

Mosley Wealth Management acquired a new position in iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 27,985 shares of the company’s stock, valued at approximately $1,000,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Team Financial Group LLC grew its holdings in iShares A.I. Innovation and Tech Active ETF by 59.6% in the fourth quarter. Team Financial Group LLC now owns 964 shares of the company’s stock worth $32,000 after purchasing an additional 360 shares during the period. Nemes Rush Group LLC grew its holdings in iShares A.I. Innovation and Tech Active ETF by 531.6% in the fourth quarter. Nemes Rush Group LLC now owns 1,099 shares of the company’s stock worth $37,000 after purchasing an additional 925 shares during the period. EverSource Wealth Advisors LLC purchased a new stake in iShares A.I. Innovation and Tech Active ETF in the second quarter worth about $119,000. Financial Management Professionals Inc. grew its holdings in iShares A.I. Innovation and Tech Active ETF by 5.4% in the fourth quarter. Financial Management Professionals Inc. now owns 5,674 shares of the company’s stock worth $189,000 after purchasing an additional 292 shares during the period. Finally, Continuum Advisory LLC purchased a new stake in iShares A.I. Innovation and Tech Active ETF in the fourth quarter worth about $222,000.

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

Shares of BAI opened at $48.84 on Friday. The stock has a market cap of $15.16 billion, a PE ratio of 45.43 and a beta of 2.32. iShares A.I. Innovation and Tech Active ETF has a fifty-two week low of $26.61 and a fifty-two week high of $52.53. The firm’s 50-day simple moving average is $43.97 and its two-hundred day simple moving average is $37.67.

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.