Trek Financial LLC Increases Stake in iShares Future AI & Tech ETF $ARTY

Trek Financial LLC lifted its stake in shares of iShares Future AI & Tech ETF (NYSEARCA:ARTY) by 9.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 169,312 shares of the company’s stock after acquiring an additional 14,612 shares during the period. Trek Financial LLC owned 0.39% of iShares Future AI & Tech ETF worth $8,157,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. MMA Asset Management LLC purchased a new position in shares of iShares Future AI & Tech ETF during the 3rd quarter worth about $25,000. CoreCap Advisors LLC lifted its holdings in shares of iShares Future AI & Tech ETF by 61.8% during the 4th quarter. CoreCap Advisors LLC now owns 571 shares of the company’s stock worth $28,000 after acquiring an additional 218 shares during the period. Howe & Rusling Inc. lifted its holdings in shares of iShares Future AI & Tech ETF by 525.0% during the 3rd quarter. Howe & Rusling Inc. now owns 625 shares of the company’s stock worth $29,000 after acquiring an additional 525 shares during the period. Saranac Partners Ltd purchased a new position in shares of iShares Future AI & Tech ETF during the 3rd quarter worth about $33,000. Finally, Eukles Asset Management purchased a new position in shares of iShares Future AI & Tech ETF during the 3rd quarter worth about $34,000.

iShares Future AI & Tech ETF Price Performance

Shares of ARTY stock opened at $69.31 on Tuesday. The firm has a market cap of $3.20 billion, a P/E ratio of 32.81 and a beta of 1.46. iShares Future AI & Tech ETF has a 1-year low of $35.28 and a 1-year high of $69.78. The firm’s 50-day simple moving average is $53.57 and its 200-day simple moving average is $50.92.

iShares Future AI & Tech ETF Profile

The iShares Future AI & Tech ETF (ARTY) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund tracks a concentrated index of global companies that provide products and services that are expected to contribute to artificial intelligence technologies. Holdings are selected and weighted based on a modified market-cap. ARTY was launched on Jun 26, 2018 and is issued by BlackRock.