iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Bought by RFG Advisory LLC

RFG Advisory LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 62.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,842 shares of the company’s stock after purchasing an additional 3,800 shares during the period. RFG Advisory LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,085,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Avior Wealth Management LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 9.2% during the 4th quarter. Avior Wealth Management LLC now owns 2,037 shares of the company’s stock worth $225,000 after buying an additional 171 shares during the period. Endeavor Private Wealth Inc. purchased a new position in iShares MSCI KLD 400 Social ETF during the 4th quarter worth approximately $187,000. Adirondack Trust Co. raised its stake in iShares MSCI KLD 400 Social ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the period. Finley Financial LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the fourth quarter valued at $591,000. Finally, Atomi Financial Group Inc. boosted its position in shares of iShares MSCI KLD 400 Social ETF by 12.3% in the fourth quarter. Atomi Financial Group Inc. now owns 4,213 shares of the company’s stock worth $465,000 after buying an additional 462 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 0.6 %

NYSEARCA:DSI opened at $114.98 on Friday. iShares MSCI KLD 400 Social ETF has a 1-year low of $92.70 and a 1-year high of $115.78. The firm has a market capitalization of $5.08 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The business’s fifty day moving average price is $112.88 and its 200 day moving average price is $108.92.

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.