Atria Investments Inc Sells 177 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Atria Investments Inc decreased its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,213 shares of the company’s stock after selling 177 shares during the period. Atria Investments Inc’s holdings in iShares MSCI KLD 400 Social ETF were worth $894,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in DSI. Simplicity Wealth LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.1% during the 2nd quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock valued at $220,000 after buying an additional 102 shares in the last quarter. GYL Financial Synergies LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.3% in the 2nd quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock worth $334,000 after acquiring an additional 103 shares during the last quarter. Destination Wealth Management boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 1.3% in the 2nd quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock valued at $961,000 after purchasing an additional 116 shares in the last quarter. Vicus Capital grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the 3rd quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after purchasing an additional 119 shares during the last quarter. Finally, Eagle Bay Advisors LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 100.0% in the second quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock worth $26,000 after purchasing an additional 123 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 1.4 %

NYSEARCA DSI opened at $111.65 on Monday. The company has a 50-day simple moving average of $109.15 and a two-hundred day simple moving average of $105.13. iShares MSCI KLD 400 Social ETF has a 12-month low of $85.49 and a 12-month high of $114.84. The firm has a market cap of $4.93 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.