iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Avior Wealth Management LLC

Avior Wealth Management LLC lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 15.8% during the third quarter, Holdings Channel.com reports. The fund owned 1,866 shares of the company’s stock after selling 351 shares during the quarter. Avior Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $203,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. 1832 Asset Management L.P. lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 78.0% during the first quarter. 1832 Asset Management L.P. now owns 17,445 shares of the company’s stock worth $1,759,000 after purchasing an additional 7,645 shares in the last quarter. B. Riley Wealth Advisors Inc. lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 40.4% during the first quarter. B. Riley Wealth Advisors Inc. now owns 9,137 shares of the company’s stock worth $921,000 after purchasing an additional 2,628 shares in the last quarter. Comerica Bank lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 1.8% during the first quarter. Comerica Bank now owns 69,103 shares of the company’s stock worth $6,966,000 after purchasing an additional 1,229 shares in the last quarter. Citizens Financial Group Inc. RI acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the first quarter worth about $668,000. Finally, Cetera Investment Advisers lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 78.1% during the first quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock worth $15,306,000 after purchasing an additional 66,567 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI opened at $113.61 on Friday. The stock’s 50-day moving average is $109.97 and its two-hundred day moving average is $105.62. The stock has a market cap of $5.02 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $86.42 and a 12 month high of $114.84.

iShares MSCI KLD 400 Social ETF 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.