23,069 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Bought by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors bought a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 23,069 shares of the company’s stock, valued at approximately $2,543,000. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors owned approximately 0.05% of iShares MSCI KLD 400 Social ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Adirondack Trust Co. grew its stake in shares of iShares MSCI KLD 400 Social ETF by 13.0% during the fourth 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. boosted its stake in 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 valued at $371,000 after acquiring an additional 112 shares in the last quarter. Sax Wealth Advisors LLC boosted its stake in 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 valued at $401,000 after acquiring an additional 115 shares in the last quarter. Vicus Capital boosted its stake in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after acquiring an additional 119 shares in the last quarter. Finally, Revolve Wealth Partners LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 0.7% in 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.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA DSI opened at $112.81 on Wednesday. iShares MSCI KLD 400 Social ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The company has a market capitalization of $4.98 billion, a PE ratio of 29.01 and a beta of 1.09. The company has a fifty day moving average of $112.21 and a two-hundred day moving average of $109.72.

iShares MSCI KLD 400 Social ETF Company Profile

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.