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Ishares Ai Invatn And Tec Act Etf shares owned by Independent Financial Group

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Ishares Ai Invatn And Tec Act Etf

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All positions including Ishares Ai Invatn And Tec Act Etf held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 152k 32.95
2025-09-30 $2.4M 70k 34.16
2025-06-30 $1.7M 58k 28.85

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View all positions for Independent Financial Group

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Ameriprise Financial
Morgan Stanley
OpenArc Corporate Advisory
Sagespring Wealth Partners
Bank of America Corporation
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
CWM
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management

View all funds holding Ishares Ai Invatn And Tec Act Etf