Wealth Alliance trimmed its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 16.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 8,319 shares of the company’s stock after selling 1,689 shares during the period. Wealth Alliance’s holdings in iShares MSCI KLD 400 Social ETF were worth $917,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Raymond James & Associates grew its stake in iShares MSCI KLD 400 Social ETF by 4.6% in the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after acquiring an additional 1,488 shares during the period. Eastern Bank purchased a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $58,000. Arkadios Wealth Advisors grew its stake in iShares MSCI KLD 400 Social ETF by 26.3% in the 3rd quarter. Arkadios Wealth Advisors now owns 4,828 shares of the company’s stock worth $525,000 after acquiring an additional 1,005 shares during the period. PFG Investments LLC grew its stake in iShares MSCI KLD 400 Social ETF by 4.9% in the 3rd quarter. PFG Investments LLC now owns 91,840 shares of the company’s stock worth $9,991,000 after acquiring an additional 4,323 shares during the period. Finally, Consolidated Portfolio Review Corp grew its stake in iShares MSCI KLD 400 Social ETF by 3.2% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 8,248 shares of the company’s stock worth $897,000 after acquiring an additional 259 shares during the period.
iShares MSCI KLD 400 Social ETF Stock Performance
DSI stock opened at $113.09 on Friday. The stock has a market capitalization of $4.99 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a one year low of $94.05 and a one year high of $115.78. The company has a 50 day moving average price of $112.09 and a two-hundred day moving average price of $109.85.
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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