Private Advisor Group LLC decreased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 0.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 128,852 shares of the company’s stock after selling 371 shares during the quarter. Private Advisor Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $14,206,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in DSI. Adirondack Trust Co. lifted its holdings in iShares MSCI KLD 400 Social ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares in the last quarter. Savvy Advisors Inc. lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after buying an additional 112 shares in the last quarter. Sax Wealth Advisors LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.3% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after buying an additional 115 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after acquiring an additional 119 shares in the last quarter. Finally, West Financial Advisors LLC grew its stake in iShares MSCI KLD 400 Social ETF by 2.7% during the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after acquiring an additional 131 shares in the last quarter.
iShares MSCI KLD 400 Social ETF Stock Up 0.4 %
Shares of DSI stock opened at $113.24 on Thursday. The company’s fifty day simple moving average is $112.13 and its two-hundred day simple moving average is $109.83. iShares MSCI KLD 400 Social ETF has a 52 week low of $94.05 and a 52 week high of $115.78. The stock has a market cap of $5.00 billion, a P/E ratio of 29.01 and a beta of 1.09.
About iShares MSCI KLD 400 Social ETF
iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.
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